INCE Performance & Benchmarks - 7% in 12m
The Total Return for 3m is 7.3%, for 6m 2.4% and YTD 6.3%. Compare with Peer-Group: Large Blend
Performance Rating
65.35%
#94 in Peer-Group
Rel. Strength
54.53%
#3480 in Stock-Universe
Total Return 12m
7.02%
#180 in Peer-Group
Total Return 5y
69.01%
#121 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 59.05 USD |
| 52 Week Low | 49.08 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 7.86 |
| Buy/Sell Signal +-5 | -1.79 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: INCE (7%) vs SPY (16.2%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| INCE | -2.66% | -0.71% | 7.26% |
| 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 |
|---|---|---|---|
| INCE | 2.4% | 7.02% | 69% |
| 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: 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 | -0.71% | 2.30% | 2.30% |
| 3 Months | 7.26% | 14.32% | 14.32% |
| 12 Months | 7.02% | 16.19% | 16.19% |
| 5 Years | 69.01% | 106.47% | 106.47% |
| Trend Stabilty (consistency of price movement) | INCE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -19.2% | 88.4% | 88.4% |
| 3 Months | 92.5% | 97.4% | 97.4% |
| 12 Months | 35.3% | 49.8% | 49.8% |
| 5 Years | 89.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 5 %th | -2.95% | -2.95% |
| 3 Month | 16 %th | -6.17% | -6.17% |
| 12 Month | 15 %th | -7.89% | -7.89% |
| 5 Years | 11 %th | -18.14% | -18.14% |
FAQs
Does Franklin Income Equity (INCE) outperform the market?
No,
over the last 12 months INCE made 7.02%, while its related Sector, the SPDR SP500 Trust (SPY) made 16.19%.
Over the last 3 months INCE made 7.26%, while SPY made 14.32%.
Performance Comparison INCE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
INCE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.3% | -3% | -3.3% | -9% |
| US NASDAQ 100 | QQQ | -2.7% | -3.1% | -6.1% | -14% |
| German DAX 40 | DAX | -1.7% | -1.3% | -7.9% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | -3.8% | -6.8% | -13% |
| Hongkong Hang Seng | HSI | -1.8% | -4.9% | -25.8% | -35% |
| India NIFTY 50 | INDA | -0% | 4.8% | -0.8% | 15% |
| Brasil Bovespa | EWZ | -0.5% | 7.3% | -4.4% | 5% |
INCE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.5% | 0.3% | -3.1% | -20% |
| Consumer Discretionary | XLY | -2.1% | -2.6% | 6.6% | -12% |
| Consumer Staples | XLP | -0.7% | 0.8% | 0.2% | 2% |
| Energy | XLE | -2.4% | -3.5% | 1.3% | 10% |
| Financial | XLF | -1.3% | -0.7% | -0.1% | -15% |
| Health Care | XLV | 1.3% | 2.5% | 12.8% | 18% |
| Industrial | XLI | -1.7% | -3.8% | -8.2% | -14% |
| Materials | XLB | 1.2% | -0.6% | 2.6% | 10% |
| Real Estate | XLRE | 0.6% | -0.7% | 0.9% | 3% |
| Technology | XLK | -3.2% | -4.5% | -11.8% | -14% |
| Utilities | XLU | -4.3% | -5.6% | -9.2% | -14% |
| Aerospace & Defense | XAR | -1.3% | -3.4% | -21.2% | -38% |
| Biotech | XBI | -0.6% | -4% | 10% | 21% |
| Homebuilder | XHB | 0.8% | -4.1% | 7.9% | 20% |
| Retail | XRT | 1.1% | -2.5% | 4.1% | 6% |
INCE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.3% | -9.57% | 0.39% | 5% |
| Natural Gas | UNG | -0.7% | 10.4% | 18.5% | 7% |
| Gold | GLD | -0.3% | -0.1% | -14.8% | -27% |
| Silver | SLV | 3.5% | -2.3% | -14.5% | -19% |
| Copper | CPER | 21.5% | 12.5% | 0.2% | 2% |
INCE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.9% | 0.4% | 1.2% | 11% |
| iShares High Yield Corp. Bond | HYG | -2.6% | -0.9% | -1.4% | -1% |