FRANKLIN Five Year Return
| FAAAX Fund | USD 10.90 0.02 0.18% |
FRANKLIN K2 ALTERNATIVE fundamentals help investors to digest information that contributes to FRANKLIN's financial success or failures. It also enables traders to predict the movement of FRANKLIN Mutual Fund. The fundamental analysis module provides a way to measure FRANKLIN's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to FRANKLIN mutual fund.
FRANKLIN |
FRANKLIN Five Year Return Analysis
FRANKLIN's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current FRANKLIN Five Year Return | 1.33 % |
Most of FRANKLIN's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, FRANKLIN K2 ALTERNATIVE is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
FRANKLIN Five Year Return Component Assessment
According to the company disclosure, FRANKLIN K2 ALTERNATIVE has a Five Year Return of 1.33%. This is 42.67% lower than that of the Category family and significantly higher than that of the Multistrategy category. The five year return for all United States funds is notably lower than that of the firm.
FRANKLIN Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses FRANKLIN's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of FRANKLIN could also be used in its relative valuation, which is a method of valuing FRANKLIN by comparing valuation metrics of similar companies.FRANKLIN is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for FRANKLIN
The fund invests 20.09% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (8.21%) , cash (38.58%) and various exotic instruments.Asset allocation divides FRANKLIN's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
FRANKLIN Fundamentals
| Price to Earning | 22.28 X | |||
| Price to Book | 2.73 X | |||
| Price to Sales | 1.33 X | |||
| Total Asset | 1.16 B | |||
| One Year Return | (0.15) % | |||
| Three Year Return | 1.58 % | |||
| Five Year Return | 1.33 % | |||
| Net Asset | 1.16 B | |||
| Cash Position Weight | 38.58 % | |||
| Equity Positions Weight | 20.09 % | |||
| Bond Positions Weight | 8.21 % |
About FRANKLIN Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze FRANKLIN K2 ALTERNATIVE's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of FRANKLIN using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of FRANKLIN K2 ALTERNATIVE based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its investment goal by allocating its assets across multiple non-traditional or alternative strategies, including, but not limited to, some or all of the following strategies Long Short Equity, Relative Value, Event Driven and Global Macro. Franklin is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards FRANKLIN in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, FRANKLIN's short interest history, or implied volatility extrapolated from FRANKLIN options trading.
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as FRANKLIN K2 ALTERNATIVE using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out FRANKLIN Piotroski F Score and FRANKLIN Altman Z Score analysis. Note that the FRANKLIN K2 ALTERNATIVE information on this page should be used as a complementary analysis to other FRANKLIN's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bond Directory module to find actively traded corporate debentures issued by US companies.
Complementary Tools for FRANKLIN Mutual Fund analysis
When running FRANKLIN's price analysis, check to measure FRANKLIN's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FRANKLIN is operating at the current time. Most of FRANKLIN's value examination focuses on studying past and present price action to predict the probability of FRANKLIN's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FRANKLIN's price. Additionally, you may evaluate how the addition of FRANKLIN to your portfolios can decrease your overall portfolio volatility.
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