FLLV Performance & Benchmarks - 2.9% in 12m
The Total Return for 3m is 7.5%, for 6m 0.7% and YTD 4.2%. Compare with Peer-Group: Large Blend
Performance Rating
53.73%
#151 in Peer-Group
Rel. Strength
46.48%
#4096 in Stock-Universe
Total Return 12m
2.87%
#197 in Peer-Group
Total Return 5y
60.96%
#131 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 59.25 USD |
| 52 Week Low | 50.00 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 17.34 |
| Buy/Sell Signal +-5 | -1.70 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FLLV (2.9%) vs SPY (16.2%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| FLLV | -1.54% | 0.43% | 7.52% |
| NETZ | 1.45% | 4.95% | 31.5% |
| HCMT | -0.09% | 4.08% | 27.8% |
| YMAG | 1.11% | 4.85% | 21.1% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| FLLV | 0.74% | 2.87% | 61% |
| NETZ | 21.4% | 38.2% | 94.3% |
| SPMO | 16.1% | 35.4% | 157% |
| SAMT | 13.6% | 36.8% | 48.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.86% | 35.4% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
2.97% | 16.3% | 161% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.75% | 16.1% | 159% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.89% | 18.1% | 113% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
0.74% | 16.2% | 103% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
2.53% | 16.7% | 118% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
2.18% | 17.4% | 114% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
0.67% | 13.6% | 103% | - | - | - | - | - |
Performance Comparison: FLLV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FLLV
| Total Return (including Dividends) | FLLV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.43% | 2.30% | 2.30% |
| 3 Months | 7.52% | 14.32% | 14.32% |
| 12 Months | 2.87% | 16.19% | 16.19% |
| 5 Years | 60.96% | 106.47% | 106.47% |
| Trend Stabilty (consistency of price movement) | FLLV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -12.9% | 88.4% | 88.4% |
| 3 Months | 92.3% | 97.4% | 97.4% |
| 12 Months | -11.5% | 49.8% | 49.8% |
| 5 Years | 89.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 13 %th | -2.20% | -2.20% |
| 3 Month | 14 %th | -6.30% | -6.30% |
| 12 Month | 3 %th | -11.79% | -11.79% |
| 5 Years | 8 %th | -22.33% | -22.33% |
FAQs
Does Franklin Liberty U.S. (FLLV) outperform the market?
No,
over the last 12 months FLLV made 2.87%, while its related Sector, the SPDR SP500 Trust (SPY) made 16.19%.
Over the last 3 months FLLV made 7.52%, while SPY made 14.32%.
Performance Comparison FLLV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FLLV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.2% | -1.9% | -4.9% | -13% |
| US NASDAQ 100 | QQQ | -1.5% | -2% | -7.7% | -18% |
| German DAX 40 | DAX | -0.6% | -0.1% | -9.5% | -26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.3% | -2.7% | -8.5% | -17% |
| Hongkong Hang Seng | HSI | -0.7% | -3.8% | -27.4% | -39% |
| India NIFTY 50 | INDA | 1.1% | 5.9% | -2.5% | 11% |
| Brasil Bovespa | EWZ | 0.6% | 8.4% | -6% | 1% |
FLLV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | 1.5% | -4.7% | -24% |
| Consumer Discretionary | XLY | -0.9% | -1.5% | 4.9% | -16% |
| Consumer Staples | XLP | 0.4% | 1.9% | -1.5% | -2% |
| Energy | XLE | -1.3% | -2.4% | -0.4% | 6% |
| Financial | XLF | -0.2% | 0.4% | -1.7% | -19% |
| Health Care | XLV | 2.4% | 3.7% | 11.2% | 14% |
| Industrial | XLI | -0.6% | -2.6% | -9.8% | -18% |
| Materials | XLB | 2.4% | 0.5% | 1% | 6% |
| Real Estate | XLRE | 1.7% | 0.5% | -0.8% | -1% |
| Technology | XLK | -2.1% | -3.3% | -13.5% | -18% |
| Utilities | XLU | -3.2% | -4.5% | -10.8% | -18% |
| Aerospace & Defense | XAR | -0.2% | -2.2% | -22.9% | -42% |
| Biotech | XBI | 0.6% | -2.9% | 8.3% | 16% |
| Homebuilder | XHB | 1.9% | -3% | 6.3% | 16% |
| Retail | XRT | 2.2% | -1.4% | 2.5% | 2% |
FLLV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.1% | -8.43% | -1.27% | 0% |
| Natural Gas | UNG | 0.4% | 11.5% | 16.8% | 3% |
| Gold | GLD | 0.8% | 1% | -16.4% | -31% |
| Silver | SLV | 4.6% | -1.1% | -16.1% | -23% |
| Copper | CPER | 22.6% | 13.7% | -1.5% | -2% |
FLLV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.7% | 1.6% | -0.5% | 7% |
| iShares High Yield Corp. Bond | HYG | -1.5% | 0.3% | -3% | -6% |