Franklin Real Downside Deviation

FREEX Fund  USD 16.15  -0.52  -3.12%   
The Downside Deviation indicator for Franklin Real is constructed from normalized market data. All inputs reflect available trading data across supported markets. Some instruments may report limited inputs depending on trading history. Investing Opportunities provides a view into diversified allocation design. Such insight adds context to allocation decisions within a diversified portfolio. Diversification analysis considers the interaction of positions within a portfolio. All figures are based on reported data and are informational in nature. A position in Franklin Real Estate is part of the allocation. It is reflected in the overall portfolio structure. How positions are weighted depends on the construction approach used. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
Franklin Real Estate has current Downside Deviation of 1.12. Downside Deviation (or DD) is measured by target semi-deviation (the square root of target semi-variance) and is termed downside risk. It is expressed in percentages and therefore allows for rankings in the same way as standard deviation. An intuitive way to view the downside risk is the annualized standard deviation of returns below the target.

Downside Deviation

=

SQRT(DV)

 = 
1.12
SQRT = Square root notation
DV =   Downside Variance of returns over selected period

Downside Deviation Peers Comparison

Downside Deviation Relative To Other Indicators

Franklin Real Estate is rated second in downside deviation among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 2.86 of Maximum Drawdown per Downside Deviation. At 2.86 , Franklin Real Estate's Maximum Drawdown-to-Downside Deviation multiple reflects the spread between these metrics
It is the square root of the probability-weighted squared below-target returns. The squaring of the below-target returns has the effect of penalizing failures at an exponential rate. This is consistent with observations made on the behavior of most private investors. Compare Franklin Real to Peers

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