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
| Issuer | Franklin Templeton |
|---|---|
| Inception Date | Feb 25, 2020 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities, Actively Managed |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
IQM has a high expense ratio of 0.50%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IQM vs. AIQ, IQM vs. IGM, IQM vs. QQQ, IQM vs. SCHD, IQM vs. XLK, IQM vs. SPY, IQM vs. BOTZ, IQM vs. FMIL, IQM vs. ARKQ, IQM vs. ^GSPC
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 16.61% year-to-date (YTD) and 38.68% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.61% | 11.29% |
| 1 month | 6.20% | 4.87% |
| 6 months | 26.30% | 17.88% |
| 1 year | 38.68% | 29.16% |
| 5 years (annualized) | N/A | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
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% | 16.61% | ||||||||
| 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 68, 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.
IQM (Franklin Intelligent Machines ETF)
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 granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $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 | |||||||
| 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.
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 0.30%.
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 |
| -11.91% | Sep 3, 2020 | 3 | Sep 8, 2020 | 24 | Oct 12, 2020 | 27 |
| -11.57% | Mar 8, 2024 | 30 | Apr 19, 2024 | — | — | — |
Volatility
Volatility Chart
The current Franklin Intelligent Machines ETF volatility is 7.13%, 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.