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Franklin Intelligent Machines ETF (IQM)

ETF · Currency in USD
Issuer
Franklin Templeton
Inception Date
Feb 25, 2020
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.50%
Index Tracked
No Index (Active)
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

IQMPrice Chart


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IQMPerformance

The chart shows the growth of $10,000 invested in Franklin Intelligent Machines ETF on Feb 28, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,567 for a total return of roughly 105.67%. All prices are adjusted for splits and dividends.


IQM (Franklin Intelligent Machines ETF)
Benchmark (S&P 500)

IQMReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-7.95%-2.17%
1M-3.93%0.62%
6M6.05%6.95%
1Y8.54%22.39%
5Y46.48%26.77%
10Y46.48%26.77%

IQMMonthly Returns Heatmap


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IQMSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Franklin Intelligent Machines ETF Sharpe ratio is 0.38. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


IQM (Franklin Intelligent Machines ETF)
Benchmark (S&P 500)

IQMDividends

Franklin Intelligent Machines ETF granted a 0.19% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.09 per share.


PeriodTTM20212020
Dividend$0.09$0.09$0.00

Dividend yield

0.19%0.17%0.01%

IQMDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IQM (Franklin Intelligent Machines ETF)
Benchmark (S&P 500)

IQMWorst Drawdowns

The table below shows the maximum drawdowns of the Franklin Intelligent Machines ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Franklin Intelligent Machines ETF is 30.17%, recorded on Mar 23, 2020. It took 34 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.17%Mar 5, 202013Mar 23, 202034May 11, 202047
-19.7%Feb 16, 202115Mar 8, 2021103Aug 3, 2021118
-13.77%Nov 22, 202137Jan 13, 2022
-11.91%Sep 3, 20203Sep 8, 202024Oct 12, 202027
-8.35%Sep 8, 202119Oct 4, 202115Oct 25, 202134
-8.3%Oct 14, 202013Oct 30, 20204Nov 5, 202017
-6.39%Jan 26, 20214Jan 29, 20216Feb 8, 202110
-5.95%Jun 11, 20201Jun 11, 20207Jun 22, 20208
-4.28%May 12, 20202May 13, 20203May 18, 20205
-4.1%Aug 6, 20204Aug 11, 20204Aug 17, 20208

IQMVolatility Chart

Current Franklin Intelligent Machines ETF volatility is 30.02%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IQM (Franklin Intelligent Machines ETF)
Benchmark (S&P 500)

Portfolios with Franklin Intelligent Machines ETF


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