PortfoliosLab logoPortfoliosLab logo
ISIN
US35473P8840
CUSIP
35473P884
Inception Date
Apr 26, 2017
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
LibertyQ U.S. Mid Cap Equity Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Blend
Assets Under Management
$2B

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

FLQM Performance Chart

Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) is up 1.2% since the beginning of the year. FLQM is currently trading at $57 per share. Investors who bought $1,000 worth of FLQM shares 5 years ago would now be looking at an investment worth $1,396.


Loading charts...

S&P 500 Index

Returns By Period

Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) has returned 1.19% so far this year and 8.05% over the past 12 months.


Franklin LibertyQ U.S. Mid Cap Equity ETF

1D
-0.44%
1M
0.48%
YTD
1.19%
6M
1.68%
1Y
8.05%
3Y*
11.25%
5Y*
6.90%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLQM Monthly Returns History

Based on dividend-adjusted daily data since Apr 28, 2017, FLQM's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +12.9%, while the worst month was Mar 2020 at -16.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FLQM closed higher 46% of trading days. The best single day was Mar 25, 2020 with a return of +13.6%, while the worst single day was Mar 16, 2020 at -11.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.33%2.49%-5.77%3.50%0.16%-0.25%1.19%
20252.76%-1.24%-3.63%-2.57%3.39%2.13%0.55%3.81%-0.09%-2.80%3.17%-0.07%5.16%
2024-0.19%5.66%5.49%-6.17%3.89%-1.23%5.30%1.54%1.92%-2.08%7.50%-6.96%14.32%
20236.68%-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%

Benchmark Metrics

Franklin LibertyQ U.S. Mid Cap Equity ETF has an annualized alpha of 0.62%, beta of 0.77, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since May 01, 2017.

  • This ETF participated in 101.26% of S&P 500 Index downside but only 90.25% of its upside - more exposed to losses than it benefited from rallies.

Alpha
0.62%
Beta
0.77
0.61
Upside Capture
90.25%
Downside Capture
101.26%

Expense Ratio

FLQM has an expense ratio of 0.30%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FLQM ranks 21 for risk / return — below 21% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FLQM Risk / Return Rank: 2121
Overall Rank
FLQM Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
FLQM Sortino Ratio Rank: 2020
Sortino Ratio Rank
FLQM Omega Ratio Rank: 1818
Omega Ratio Rank
FLQM Calmar Ratio Rank: 2323
Calmar Ratio Rank
FLQM Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) and compare them to S&P 500 Index.


FLQMBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.66

2.39

-1.72

Sortino ratio

Return per unit of downside risk

1.07

3.25

-2.18

Omega ratio

Gain probability vs. loss probability

1.12

1.43

-0.31

Calmar ratio

Return relative to maximum drawdown

1.07

3.11

-2.05

Martin ratio

Return relative to average drawdown

2.99

14.38

-11.39

Dividends

Dividend History

Franklin LibertyQ U.S. Mid Cap Equity ETF provided a 1.51% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 5 consecutive years.


1.10%1.20%1.30%1.40%1.50%$0.00$0.20$0.40$0.60$0.80201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.86$0.84$0.69$0.61$0.55$0.51$0.42$0.46$0.37$0.32

Dividend yield

1.51%1.49%1.28%1.27%1.33%1.05%1.10%1.37%1.42%1.15%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.13$0.00$0.00$0.00$0.13
2025$0.00$0.00$0.11$0.00$0.00$0.23$0.00$0.00$0.19$0.00$0.00$0.31$0.84
2024$0.00$0.00$0.08$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.24$0.69
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

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.


Loading charts...

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 114 trading sessions.

The current Franklin LibertyQ U.S. Mid Cap Equity ETF drawdown is 2.86%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-37.26%Mar 2020
1mo 2d5mo 13d
6mo 15dFeb 2020 - Sep 2020
Bear market2022
-22.51%Jun 2022
5mo 14d1y 6mo
1y 11moJan 2022 - Dec 2023
2025 selloff2025
-19.70%Apr 2025
4mo 13d9mo 3d
1y 1moNov 2024 - Jan 2026
Rate-hike selloffLate 2018
-17.74%Dec 2018
2mo 29d3mo 5d
6mo 4dSep 2018 - Mar 2019
2020 pullback2020
-7.76%Sep 2020
20d16d
1mo 6dSep 2020 - Oct 2020

Drawdown Indicators


FLQMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.26%

-56.78%

+19.52%

Max Drawdown (1Y)

Largest decline over 1 year

-7.57%

-9.10%

+1.53%

Max Drawdown (3Y)

Largest decline over 3 years

-19.70%

-18.90%

-0.80%

Max Drawdown (5Y)

Largest decline over 5 years

-22.51%

-25.43%

+2.92%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.86%

0.00%

-2.86%

Average Drawdown

Average peak-to-trough decline

-4.92%

-10.72%

+5.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.70%

1.97%

+0.73%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FLQM

Add Franklin LibertyQ U.S. Mid Cap Equity ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FLQM