Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM)
FLQM is a passive ETF by Franklin Templeton tracking the investment results of the LibertyQ U.S. Mid Cap Equity Index. FLQM launched on Apr 26, 2017 and has a 0.30% expense ratio.
ETF Info
| ISIN | US35473P8840 |
|---|---|
| CUSIP | 35473P884 |
| Issuer | Franklin Templeton |
| Inception Date | Apr 26, 2017 |
| Region | North America (U.S.) |
| Category | Mid Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | LibertyQ U.S. Mid Cap Equity Index |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
FLQM features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FLQM vs. XMHQ, FLQM vs. JPSE, FLQM vs. SPY, FLQM vs. FSMDX, FLQM vs. FZIPX, FLQM vs. VOO, FLQM vs. COWZ, FLQM vs. VOE, FLQM vs. OMFL, FLQM vs. JPST
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Franklin LibertyQ U.S. Mid Cap Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Franklin LibertyQ U.S. Mid Cap Equity ETF had a return of 20.41% year-to-date (YTD) and 31.92% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.41% | 25.48% |
| 1 month | 2.48% | 2.14% |
| 6 months | 9.98% | 12.76% |
| 1 year | 31.92% | 33.14% |
| 5 years (annualized) | 13.49% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of FLQM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.19% | 5.66% | 5.49% | -6.17% | 3.89% | -1.23% | 5.30% | 1.54% | 1.92% | -2.08% | 20.41% | ||
| 2023 | 6.68% | -1.77% | -0.38% | 0.83% | -4.15% | 7.73% | 3.43% | -2.80% | -4.54% | -3.68% | 9.33% | 6.94% | 17.47% |
| 2022 | -8.25% | -1.54% | 3.13% | -6.77% | 0.25% | -7.50% | 9.47% | -3.31% | -8.39% | 9.43% | 7.15% | -4.95% | -12.95% |
| 2021 | -0.71% | 3.44% | 5.03% | 5.19% | 1.24% | 1.40% | 2.75% | 2.52% | -5.33% | 5.43% | -0.85% | 6.04% | 28.76% |
| 2020 | -1.71% | -8.74% | -16.46% | 12.93% | 7.36% | 1.36% | 6.43% | 4.11% | -1.81% | -0.02% | 10.85% | 4.02% | 15.50% |
| 2019 | 9.04% | 4.57% | 1.43% | 3.64% | -6.48% | 6.22% | 1.61% | -2.78% | 2.71% | 1.35% | 2.95% | 1.98% | 28.56% |
| 2018 | 5.13% | -3.38% | -1.34% | -1.04% | 2.87% | 0.81% | 2.60% | -0.63% | 4.99% | -6.93% | 3.14% | -9.36% | -4.22% |
| 2017 | -0.08% | 1.50% | -0.62% | -3.09% | 4.35% | 0.00% | 6.46% | 1.67% | 10.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FLQM is 82, placing it in the top 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Franklin LibertyQ U.S. Mid Cap Equity ETF provided a 1.23% dividend yield over the last twelve months, with an annual payout of $0.70 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.70 | $0.61 | $0.55 | $0.51 | $0.42 | $0.45 | $0.38 | $0.32 |
Dividend yield | 1.23% | 1.27% | 1.33% | 1.05% | 1.09% | 1.36% | 1.45% | 1.14% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin LibertyQ U.S. Mid Cap Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.46 | |
| 2023 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.25 | $0.61 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.20 | $0.55 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.22 | $0.51 |
| 2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.42 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.45 |
| 2018 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.38 |
| 2017 | $0.03 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.18 | $0.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin LibertyQ U.S. Mid Cap Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin LibertyQ U.S. Mid Cap Equity ETF was 37.26%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The current Franklin LibertyQ U.S. Mid Cap Equity ETF drawdown is 0.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.26% | Feb 20, 2020 | 23 | Mar 23, 2020 | 113 | Sep 2, 2020 | 136 |
| -22.51% | Jan 3, 2022 | 115 | Jun 16, 2022 | 375 | Dec 14, 2023 | 490 |
| -17.72% | Sep 26, 2018 | 62 | Dec 24, 2018 | 65 | Mar 29, 2019 | 127 |
| -7.76% | Sep 3, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
| -7.14% | Feb 12, 2018 | 58 | May 4, 2018 | 27 | Jun 13, 2018 | 85 |
Volatility
Volatility Chart
The current Franklin LibertyQ U.S. Mid Cap Equity ETF volatility is 3.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.