Franklin LibertyQ Global Equity SRI UCITS ETF (FRGE.L)
FRGE.L is a passive ETF by Franklin Templeton tracking the investment results of the MSCI ACWI NR USD. FRGE.L launched on Sep 6, 2017 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE00BF2B0N83 |
|---|---|
| Issuer | Franklin Templeton |
| Inception Date | Sep 6, 2017 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Expense Ratio
FRGE.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FRGE.L vs. IGRO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Franklin LibertyQ Global Equity SRI UCITS 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 Global Equity SRI UCITS ETF had a return of 10.25% year-to-date (YTD) and 25.68% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.25% | 21.88% |
| 1 month | -3.91% | 0.89% |
| 6 months | 9.69% | 15.85% |
| 1 year | 25.68% | 38.63% |
| 5 years (annualized) | 6.68% | 13.69% |
| 10 years (annualized) | N/A | 11.18% |
Monthly Returns
The table below presents the monthly returns of FRGE.L, 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 | 0.53% | 1.96% | 2.61% | -3.82% | 2.00% | 0.55% | 4.66% | 2.51% | 3.10% | 10.25% | |||
| 2023 | 5.38% | -3.02% | 2.17% | 1.43% | -4.93% | 3.80% | 4.15% | -3.60% | -1.78% | -4.87% | 7.98% | 5.57% | 11.78% |
| 2022 | -6.30% | -1.66% | 1.02% | -5.30% | -1.71% | -7.80% | 5.52% | -3.95% | -7.14% | 5.07% | 7.67% | -1.18% | -15.94% |
| 2021 | -0.83% | -0.48% | 4.87% | 3.54% | 2.93% | 0.40% | 1.28% | 2.23% | -3.93% | 3.09% | -2.21% | 5.75% | 17.43% |
| 2020 | -1.74% | -8.56% | -9.71% | 6.91% | 3.86% | 2.08% | 4.19% | 3.79% | -2.11% | -2.41% | 11.83% | 2.86% | 9.27% |
| 2019 | 7.35% | 2.89% | 0.87% | 2.45% | -4.59% | 5.62% | 1.99% | -3.46% | 3.08% | 3.01% | 1.58% | 2.69% | 25.43% |
| 2018 | 3.78% | -3.95% | -2.40% | 1.13% | -1.39% | 0.34% | 3.40% | -0.09% | 1.29% | -7.29% | 1.78% | -6.74% | -10.36% |
| 2017 | 0.71% | 2.58% | 2.31% | 1.86% | 7.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FRGE.L is 62, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin LibertyQ Global Equity SRI UCITS ETF (FRGE.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
0Drawdowns
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 Global Equity SRI UCITS 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 Global Equity SRI UCITS ETF was 31.72%, occurring on Mar 23, 2020. Recovery took 148 trading sessions.
The current Franklin LibertyQ Global Equity SRI UCITS ETF drawdown is 3.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.72% | Feb 18, 2020 | 25 | Mar 23, 2020 | 148 | Nov 9, 2020 | 173 |
| -25.78% | Jan 4, 2022 | 195 | Oct 12, 2022 | 403 | May 20, 2024 | 598 |
| -16.7% | Jan 29, 2018 | 231 | Dec 24, 2018 | 150 | Jul 31, 2019 | 381 |
| -7.95% | Sep 7, 2021 | 22 | Oct 6, 2021 | 58 | Dec 29, 2021 | 80 |
| -5.32% | Aug 1, 2019 | 4 | Aug 6, 2019 | 27 | Sep 13, 2019 | 31 |
Volatility
Volatility Chart
The current Franklin LibertyQ Global Equity SRI UCITS ETF volatility is 3.32%, 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.