Manage Volatility

What is the Real Cost of Volatility?

Losses have a greater impact than gains

After a loss, it takes a greater gain to return to your original value.

Imagine you invested $100,000 and your account declined 20%

If you gained 20% back, you would be $4,000 short of your initial investment

To fully recover from the 20% loss, you would need to gain 25%

Take Action

The return of volatility in U.S. markets offers an opportunity for investors to consider how the defensive nature of the Franklin LibertyQ smart beta ETFs may help position portfolios for continued equity market volatility.

FLQL

Franklin LibertyQ U.S. Equity ETF

Tracks a multi-factor index that aims to reduce market volatility and deliver a smoother investor experience over the long term.

  • Seeks to provide investment results that closely correspond, before fees and expenses, to the performance of its corresponding underlying index, LibertyQ U.S. Large Cap Equity Index
  • Pursues low downside capture and strong risk-adjusted returns
  • The index methodology employs a rules-based, custom multi-factor approach providing exposure to four well known factors: 50% Quality, 30% Value, 10% Momentum and 10% Low Volatility

Resources

Additional ETFs to help manage volatility

Get Smarter About Beta

How can Franklin LibertyQ smart beta ETFs help you achieve critical outcomes?

Learn more