Franklin Five Year Return

FCISX -  USA Fund  

USD 2.40  0.01  0.41%

Franklin Income fundamentals help investors to digest information that contributes to Franklin Income's financial success or failures. It also enables traders to predict the movement of Franklin Mutual Fund. This fundamental analysis module provides a way for investors to measures Franklin Income's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Franklin Income mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
Refresh

Franklin Five Year Return Analysis

Franklin Income'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.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Franklin Income Five Year Return

    
  1.74 %  
Most of Franklin Income'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 Income 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.
Compare to competition

Franklin Income Five Year Return Component Assessment

According to the company disclosure, Franklin Income has a Five Year Return of 1.74%. This is 25.0% lower than that of the Category family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

Did you try this?

Run Efficient Frontier Now

   

Efficient Frontier

Plot and analyze your portfolio and positions against risk-return landscape of the market.
All  Next Launch Module

Fund Asset Allocation for Franklin Income

The fund invests 53.56% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (26.3%) , cash (3.63%) and various exotic instruments.
 Value 
      Instrument Type 

Franklin Fundamentals

About Franklin Income Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Franklin Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Income 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 investment seeks to maximize income while maintaining prospects for capital appreciation. Franklin Income is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Franklin Income without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Commodity Channel Index Now

   

Commodity Channel Index

Use Commodity Channel Index to analyze current equity momentum
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Franklin Income 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

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Franklin Income Piotroski F Score and Franklin Income Altman Z Score analysis. Note that the Franklin Income information on this page should be used as a complementary analysis to other Franklin Income'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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for Franklin Mutual Fund analysis

When running Franklin Income price analysis, check to measure Franklin Income'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 Income is operating at the current time. Most of Franklin Income's value examination focuses on studying past and present price action to predict the probability of Franklin Income's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Franklin Income's price. Additionally, you may evaluate how the addition of Franklin Income to your portfolios can decrease your overall portfolio volatility.
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Please note, there is a significant difference between Franklin Income's value and its price as these two are different measures arrived at by different means. Investors typically determine Franklin Income value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.