Performance analysis of INCE (FRANKLIN INCOME EQUITY FOCUS ETF)
Annual Return
Over the past 3 years, INCE has had an average annual return of +14.87%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, INCE has had an average annual return of +10.33%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Sep 22, 2016, INCE has had an average annual return of +12.88%, underperforming the benchmark SPY, which returned +15.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.71% | +15.92% | +10.70% | +13.88% | -8.55% | +23.35% | +12.36% | +32.72% | -2.13% | +19.66% | +1.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.11% | +4.26% | -2.97% | +3.90% | +1.43% | -0.99% | +0.62% | +12.71% | |||||
| 2025 | +3.78% | +1.29% | -2.27% | -4.08% | +3.78% | +4.10% | -0.34% | +4.64% | +0.20% | +0.22% | +2.26% | +1.68% | +15.92% |
| 2024 | +1.10% | +2.11% | +2.77% | -4.58% | +2.32% | +1.54% | +4.51% | +2.64% | +1.84% | -0.89% | +3% | -5.63% | +10.70% |
| 2023 | +3.10% | -2.82% | +2.07% | +1.31% | -2.53% | +5.51% | +2.58% | -0.92% | -4.20% | -1.81% | +7.55% | +3.94% | +13.88% |
| 2022 | -5.06% | -3.40% | +4.53% | -5.67% | +1.22% | -5.83% | +6.99% | -3.32% | -8.30% | +9.89% | +5.59% | -3.58% | -8.55% |
| 2021 | -2.90% | +1.21% | +5.56% | +4.71% | +0.68% | +1.84% | +3.30% | +1.62% | -4.61% | +5.07% | -1.26% | +6.62% | +23.35% |
| 2020 | +0.96% | -8.10% | -12.61% | +11.68% | +5.58% | -0.32% | +4.84% | +4.88% | -1.96% | -3.06% | +9.66% | +2.88% | +12.36% |
| 2019 | +7.68% | +4.51% | +2.69% | +3.54% | -3.57% | +6.11% | +2.03% | +0.21% | +1.01% | -0.03% | +2.78% | +2.15% | +32.72% |
| 2018 | +4.48% | -2.52% | -2.37% | -0.27% | +2.49% | -0.39% | +4.28% | +3.09% | +1.27% | -5.03% | +3.09% | -9.29% | -2.13% |
| 2017 | +1.29% | +3.84% | +0.04% | +0.85% | -0.28% | +3% | +1.17% | -0.32% | +1.28% | +2.84% | +2.40% | +2.06% | +19.66% |
Drawdown analysis of INCE (FRANKLIN INCOME EQUITY FOCUS ETF)
The maximum drawdown for the INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current INCE drawdown is -1.46%.
Since Sep 22, 2016 INCE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.95% | Feb 14, 2020 | 25 | Mar 23, 2020 | 114 | Sep 2, 2020 | 139 |
| -18.41% | Dec 29, 2021 | 190 | Sep 30, 2022 | 293 | Nov 30, 2023 | 483 |
| -15.95% | Oct 2, 2018 | 57 | Dec 24, 2018 | 45 | Mar 1, 2019 | 102 |
| -14.02% | Nov 26, 2024 | 89 | Apr 8, 2025 | 56 | Jun 30, 2025 | 145 |
| -7.73% | Jan 26, 2018 | 39 | Mar 23, 2018 | 86 | Jul 26, 2018 | 125 |
| -6.82% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -6.62% | Sep 2, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -5.38% | Mar 28, 2024 | 14 | Apr 18, 2024 | 45 | Jun 24, 2024 | 59 |
| -5.07% | Sep 2, 2021 | 21 | Oct 4, 2021 | 16 | Oct 26, 2021 | 37 |
| -5.02% | Jul 29, 2019 | 5 | Aug 5, 2019 | 22 | Sep 5, 2019 | 27 |
| -4.90% | Feb 27, 2026 | 15 | Mar 20, 2026 | 23 | Apr 23, 2026 | 38 |
| -4.48% | Sep 22, 2016 | 30 | Nov 3, 2016 | 32 | Dec 20, 2016 | 62 |
| -4.24% | Jan 8, 2021 | 37 | Mar 4, 2021 | 5 | Mar 11, 2021 | 42 |
| -3.79% | Jul 31, 2024 | 5 | Aug 7, 2024 | 7 | Aug 16, 2024 | 12 |
| -3.61% | Nov 16, 2021 | 10 | Dec 1, 2021 | 5 | Dec 8, 2021 | 15 |
| -3.57% | Apr 30, 2019 | 22 | May 31, 2019 | 5 | Jun 7, 2019 | 27 |
| -3.55% | Sep 6, 2019 | 18 | Oct 2, 2019 | 30 | Nov 13, 2019 | 48 |
| -3.35% | Jul 22, 2025 | 8 | Aug 1, 2025 | 8 | Aug 13, 2025 | 16 |
| -3.07% | May 7, 2021 | 3 | May 12, 2021 | 22 | Jun 14, 2021 | 25 |
| -2.94% | Oct 16, 2024 | 13 | Nov 4, 2024 | 15 | Nov 25, 2024 | 28 |
| -2.85% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.81% | Oct 27, 2025 | 6 | Nov 4, 2025 | 16 | Nov 26, 2025 | 22 |
| -2.45% | Jan 5, 2018 | 1 | Jan 8, 2018 | 11 | Jan 24, 2018 | 12 |
| -2.22% | Jan 22, 2020 | 7 | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 |
| -2.06% | Jul 17, 2024 | 4 | Jul 23, 2024 | 6 | Jul 31, 2024 | 10 |