(FLQM) Franklin LibertyQ U.S. - Performance 3.2% in 12m
Compare FLQM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.85%
#15 in Group
Rel. Strength
49.80%
#3995 in Universe
Total Return 12m
3.21%
#39 in Group
Total Return 5y
98.39%
#17 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: FLQM (3.2%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: FLQM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FLQM
| Total Return (including Dividends) | FLQM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.25% | 2.87% | 2.87% |
| 3 Months | -4.90% | -6.42% | -6.42% |
| 12 Months | 3.21% | 9.87% | 9.87% |
| 5 Years | 98.39% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | FLQM | SPY | S&P 500 |
| 1 Month | 94.9% | 89.4% | 89.4% |
| 3 Months | -74.6% | -72% | -72% |
| 12 Months | 26.6% | 49.3% | 49.3% |
| 5 Years | 83.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #58 | 1.34% | 1.34% |
| 3 Month | #26 | 1.63% | 1.63% |
| 12 Month | #40 | -6.06% | -6.06% |
| 5 Years | #19 | -4.39% | -4.39% |
FAQs
Does FLQM Franklin LibertyQ U.S. outperforms the market?
No,
over the last 12 months FLQM made 3.21%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months FLQM made -4.90%, while SPY made -6.42%.
Over the last 3 months FLQM made -4.90%, while SPY made -6.42%.
Performance Comparison FLQM vs Indeces and Sectors
FLQM vs. Indices FLQM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.10% | 1.38% | -3.23% | -6.66% |
| US NASDAQ 100 | QQQ | 0.85% | -0.46% | -3.64% | -8.11% |
| US Dow Jones Industrial 30 | DIA | 0.82% | 2.64% | -2.20% | -3.16% |
| German DAX 40 | DAX | -1.02% | -15.0% | -28.8% | -21.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.44% | -2.02% | -2.46% | -2.42% |
| Hongkong Hang Seng | HSI | -2.42% | -12.0% | -12.7% | -8.88% |
| India NIFTY 50 | INDA | 3.49% | 1.97% | -5.13% | 0.88% |
| Brasil Bovespa | EWZ | -0.95% | -7.28% | -12.4% | 9.69% |
FLQM vs. Sectors FLQM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.92% | 0.58% | -9.41% | -17.1% |
| Consumer Discretionary | XLY | 0.18% | 0.74% | -1.04% | -10.8% |
| Consumer Staples | XLP | 1.47% | 2.23% | -10.1% | -4.35% |
| Energy | XLE | 0.12% | 4.17% | 2.77% | 13.0% |
| Financial | XLF | 0.47% | -1.32% | -9.11% | -18.3% |
| Health Care | XLV | 4.89% | 8.63% | 2.0% | 9.13% |
| Industrial | XLI | -0.47% | -3.13% | -4.21% | -6.78% |
| Materials | XLB | 1.11% | -0.46% | 0.82% | 9.24% |
| Real Estate | XLRE | 1.43% | -1.87% | -5.61% | -10.3% |
| Technology | XLK | 0.21% | -2.49% | -0.96% | -3.79% |
| Utilities | XLU | 0.06% | -1.37% | -11.0% | -12.7% |
| Aerospace & Defense | XAR | 0.59% | -5.09% | -12.5% | -22.0% |
| Biotech | XBI | 9.18% | 2.23% | 17.8% | 17.2% |
| Homebuilder | XHB | 1.54% | 1.18% | 10.4% | 13.0% |
| Retail | XRT | 0.95% | 0.66% | 3.06% | 7.53% |