Franklin Intelligent Machines ETF (IQM)
IQM is an actively managed ETF by Franklin Templeton. IQM launched on Feb 25, 2020 and has a 0.50% expense ratio.
ETF Info
Feb 25, 2020
North America (U.S.)
1x
No Index (Active)
Multi-Cap
Blend
Expense Ratio
IQM features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Franklin Intelligent Machines 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 Intelligent Machines ETF had a return of 32.28% year-to-date (YTD) and 32.91% in the last 12 months.
IQM
32.28%
2.86%
3.82%
32.91%
N/A
N/A
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of IQM, 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 | 2.49% | 8.95% | 2.51% | -4.39% | 7.08% | 5.83% | -3.72% | 1.82% | 2.15% | -1.42% | 8.23% | 32.28% | |
| 2023 | 11.50% | 1.60% | 7.58% | -4.21% | 9.43% | 6.00% | 1.46% | -3.90% | -7.40% | -5.27% | 13.87% | 6.96% | 41.06% |
| 2022 | -15.16% | -3.48% | 3.81% | -15.66% | -1.74% | -10.51% | 17.68% | -7.11% | -9.81% | 7.09% | 10.04% | -9.01% | -33.36% |
| 2021 | 3.31% | -0.69% | -2.89% | 5.58% | -2.23% | 7.14% | 2.56% | 3.40% | -4.46% | 12.20% | 0.77% | -0.84% | 25.18% |
| 2020 | -1.30% | -14.16% | 16.47% | 11.20% | 6.05% | 10.22% | 12.57% | -2.74% | -2.30% | 18.89% | 9.44% | 78.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IQM is 58, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Intelligent Machines ETF (IQM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Franklin Intelligent Machines ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.17% | 0.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin Intelligent Machines 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2020 | $0.00 | $0.00 |
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 Intelligent Machines 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 Intelligent Machines ETF was 44.91%, occurring on Oct 14, 2022. Recovery took 345 trading sessions.
The current Franklin Intelligent Machines ETF drawdown is 4.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.91% | Nov 22, 2021 | 226 | Oct 14, 2022 | 345 | Mar 1, 2024 | 571 |
| -30.17% | Mar 5, 2020 | 13 | Mar 23, 2020 | 34 | May 11, 2020 | 47 |
| -19.7% | Feb 16, 2021 | 15 | Mar 8, 2021 | 103 | Aug 3, 2021 | 118 |
| -18.59% | Jul 9, 2024 | 20 | Aug 5, 2024 | 68 | Nov 8, 2024 | 88 |
| -11.91% | Sep 3, 2020 | 3 | Sep 8, 2020 | 24 | Oct 12, 2020 | 27 |
Volatility
Volatility Chart
The current Franklin Intelligent Machines ETF volatility is 6.23%, 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.