(INCE) Franklin Income Equity - Performance 7.3% in 12m
Compare INCE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.76%
#77 in Group
Rel. Strength
54.64%
#3621 in Universe
Total Return 12m
7.30%
#159 in Group
Total Return 5y
76.65%
#108 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: INCE (7.3%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: INCE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for INCE
| Total Return (including Dividends) | INCE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.48% | -0.87% | -0.87% |
| 3 Months | -5.44% | -7.58% | -7.58% |
| 12 Months | 7.30% | 11.88% | 11.88% |
| 5 Years | 76.65% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | INCE | SPY | S&P 500 |
| 1 Month | 15.5% | 23% | 23% |
| 3 Months | -78.2% | -88.5% | -88.5% |
| 12 Months | 52.5% | 55.1% | 55.1% |
| 5 Years | 89.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #192 | -3.65% | -3.65% |
| 3 Month | #41 | 2.32% | 2.32% |
| 12 Month | #163 | -4.09% | -4.09% |
| 5 Years | #181 | -16.0% | -16.0% |
FAQs
Does INCE Franklin Income Equity outperforms the market?
No,
over the last 12 months INCE made 7.30%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months INCE made -5.44%, while SPY made -7.58%.
Over the last 3 months INCE made -5.44%, while SPY made -7.58%.
Performance Comparison INCE vs Indeces and Sectors
INCE vs. Indices INCE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.91% | -3.61% | -2.74% | -4.58% |
| US NASDAQ 100 | QQQ | -3.94% | -5.88% | -3.17% | -5.37% |
| US Dow Jones Industrial 30 | DIA | -1.97% | -1.30% | -2.65% | -1.90% |
| German DAX 40 | DAX | -1.68% | -5.80% | -22.3% | -17.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.05% | -1.66% | 0.25% | 1.34% |
| Hongkong Hang Seng | HSI | -1.92% | -4.54% | -4.66% | -6.59% |
| India NIFTY 50 | INDA | -0.07% | -8.54% | -3.03% | 4.23% |
| Brasil Bovespa | EWZ | -2.11% | -9.08% | -6.44% | 13.1% |
INCE vs. Sectors INCE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.16% | -3.43% | -8.87% | -16.7% |
| Consumer Discretionary | XLY | -2.99% | -4.38% | -5.25% | -6.02% |
| Consumer Staples | XLP | 0.59% | -4.68% | -8.05% | -3.90% |
| Energy | XLE | 1.57% | 9.38% | 3.05% | 18.4% |
| Financial | XLF | -1.52% | -2.37% | -10.3% | -15.4% |
| Health Care | XLV | -2.83% | -0.69% | -1.05% | 5.58% |
| Industrial | XLI | -3.33% | -4.59% | -3.45% | -2.29% |
| Materials | XLB | -2.30% | -2.05% | 4.67% | 10.8% |
| Real Estate | XLRE | -1.39% | -3.17% | -1.85% | -10.8% |
| Technology | XLK | -5.36% | -6.17% | 0.60% | -0.43% |
| Utilities | XLU | -0.07% | -4.54% | -4.86% | -14.5% |
| Aerospace & Defense | XAR | -3.86% | -10.9% | -16.3% | -19.3% |
| Biotech | XBI | -4.21% | -6.76% | 9.90% | 9.13% |
| Homebuilder | XHB | -2.22% | -2.21% | 12.1% | 14.3% |
| Retail | XRT | -1.34% | -3.92% | 2.83% | 10.0% |