SMYIX
Price:
$29.76
Market Cap:
$521.96M
The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").
Industry
Asset Management - Global
IPO Date
2003-05-02
Stock Exchange
NASDAQ
Ticker
SMYIX
According to Franklin Global Equity Fund Class I’s latest financial reports and current stock price. The company's current ROE is 23.78%. This represents a change of 324.57% compared to the average of 5.60% of the last 4 quarters.
The mean historical ROE of Franklin Global Equity Fund Class I over the last ten years is 10.10%. The current 23.78% ROE has changed 135.45% with respect to the historical average. Over the past ten years (40 quarters), SMYIX's ROE was at its highest in in the September 2020 quarter at 8.76%. The ROE was at its lowest in in the March 2022 quarter at -12.32%.
Average
10.10%
Median
14.03%
Minimum
-22.43%
Maximum
24.53%
Discovering the peaks and valleys of Franklin Global Equity Fund Class I ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 886.73%
Maximum Annual ROE = 24.53%
Minimum Annual Increase = -728.86%
Minimum Annual ROE = -22.43%
| Year | ROE | Change |
|---|---|---|
| 2023 | 21.68% | -196.67% |
| 2022 | -22.43% | -195.17% |
| 2021 | 23.57% | 49.99% |
| 2020 | 15.71% | -35.95% |
| 2019 | 24.53% | -728.86% |
| 2018 | -3.90% | -118.65% |
| 2017 | 20.92% | 169.20% |
| 2016 | 7.77% | 886.73% |
| 2015 | 0.79% | -93.62% |
| 2014 | 12.34% | -46.32% |
The current ROE of Franklin Global Equity Fund Class I (SMYIX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
7.61%
5-year avg
12.61%
10-year avg
10.10%
Franklin Global Equity Fund Class I’s ROE is greater than SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (0%), greater than SEI Institutional Managed Trust U.S. Managed Volatility Fund (0%), greater than SEI Institutional Managed Trust - U.S. Managed Volatility Fund (0%), greater than MFS Global Growth Fund Class A (0%), greater than Heartland Mid Cap Value Fund Investor Class (0%), greater than Heartland Mid Cap Value Fund Institutional Class (0%), greater than State Street Institutional Small-Cap Equity Fund Investment Class (0%), greater than State Street Institutional Small-Cap Equity Fund Service Class (0%), greater than RBC Global Opportunities Fund - Class I (0%), greater than Nationwide Mid Cap Market Index Fund Class R (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $572.87M | |
| 0% | $572.49M | |
| 0% | $572.49M | |
| 0% | $512.36M | |
| 0% | $523.30M | |
| 0% | $523.30M | |
| 0% | $527.35M | |
| 0% | $527.35M | |
| 0% | $504.93M | |
| 0% | $528.64M |
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What is Franklin Global Equity Fund Class I's ROE?
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What is the highest ROE for Franklin Global Equity Fund Class I (SMYIX)?
What is the 3-year average ROE for Franklin Global Equity Fund Class I (SMYIX)?
What is the 5-year average ROE for Franklin Global Equity Fund Class I (SMYIX)?
How does the current ROE for Franklin Global Equity Fund Class I (SMYIX) compare to its historical average?