Franklin Mutual Fund Alpha and Beta Analysis

FQFLX
 Fund
  

USD 10.62  0.00  0.00%   

This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Franklin Florida Tax. It also helps investors analyze the systematic and unsystematic risks associated with investing in Franklin Florida over a specified time horizon. Remember, high Franklin Florida's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation.
Please check Investing Opportunities.
  
Please note that although Franklin Florida alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., DOW index.) So in this particular case, Franklin Florida did 0.025532  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Franklin Florida Tax fund's relative risk over its benchmark. Franklin Florida Tax has a beta of 0.0119  . Let's try to break down what Franklin's beta means in this case. As returns on the market increase, Franklin Florida returns are expected to increase less than the market. However, during the bear market, the loss on holding Franklin Florida will be expected to be smaller as well.
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.

Franklin Florida Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Franklin Florida market risk premium is the additional return an investor will receive from holding Franklin Florida long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Franklin Florida. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Franklin Florida's performance over market.
α-0.03   β0.0119
90 days against DJI

Franklin Florida Fundamentals Vs Peers

Comparing Franklin Florida's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Franklin Florida's direct or indirect competition across all of the common fundamentals between Franklin Florida and the related equities. This way, we can detect undervalued stocks with similar characteristics as Franklin Florida or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Franklin Florida's fundamental indicators could also be used in its relative valuation, which is a method of valuing Franklin Florida by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Franklin Florida to competition
FundamentalsFranklin FloridaPeer Average
One Year Return1.59 %4.15 %
Three Year Return2.20 %3.60 %
Five Year Return2.22 %3.24 %
Ten Year Return2.99 %1.79 %
Net Asset541.87 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.020.65

Franklin Florida Opportunities

Franklin Florida Return and Market Media

The Fund did not receive any noticable media coverage during the period.
 Price Growth (%)  
       Timeline  

About Franklin Florida Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Franklin or other funds. Alpha measures the amount that position in Franklin Florida Tax has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
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 Florida 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 Florida's short interest history, or implied volatility extrapolated from Franklin Florida options trading.

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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 Investing Opportunities. You can also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Other Tools for Franklin Mutual Fund

When running Franklin Florida Tax price analysis, check to measure Franklin Florida'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 Florida is operating at the current time. Most of Franklin Florida's value examination focuses on studying past and present price action to predict the probability of Franklin Florida's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Franklin Florida's price. Additionally, you may evaluate how the addition of Franklin Florida to your portfolios can decrease your overall portfolio volatility.
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