Performance analysis of Franklin Resources (BEN)
Annual Return
Over the past 3 years, BEN has had an average annual return of +9.32%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, BEN has had an average annual return of +7.25%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, BEN has had an average annual return of +4.30%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, BEN has had an average annual return of +6.96%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +39.87% | +24.69% | -27.21% | +16.91% | -17.47% | +38.93% | +1.39% | -9.31% | -23.29% | +11.57% | +9.73% | -32.51% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -2.35% | +38.90% | +35.14% | -10.92% | +6.49% | +71.78% | -43.71% | +4.41% | +17.80% | +39.73% | +34.62% | +53.89% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -2.60% | -6.78% | +19.66% | -6.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.43% | -0.30% | -9.76% | +26.88% | +3.50% | +8.32% | -1.92% | +39.87% | |||||
| 2025 | +9.61% | -8.95% | -3.36% | -2.54% | +15.35% | +11.70% | +0.63% | +6.92% | -8.61% | -2.25% | -0.09% | +7.22% | +24.69% |
| 2024 | -9.66% | +3.08% | +3.55% | -18.75% | +3.33% | -3.98% | +2.33% | -11.50% | +1.09% | +3.08% | +9.58% | -9.44% | -27.21% |
| 2023 | +18.27% | -5.54% | -7.54% | -0.22% | -10.68% | +12.49% | +9.47% | -8.55% | -6.95% | -7.28% | +8.82% | +20.12% | +16.91% |
| 2022 | -4.54% | -7.01% | -5.13% | -11.93% | +10.12% | -12.85% | +17.76% | -5.03% | -16.37% | +8.97% | +14.33% | -0.50% | -17.47% |
| 2021 | +5.20% | -0.46% | +14.19% | +1.35% | +14.03% | -5.67% | -7.63% | +9.78% | -7.54% | +5.95% | +2.89% | +4.26% | +38.93% |
| 2020 | -2.62% | -13.99% | -22.13% | +12.88% | +0.16% | +11.13% | +1.68% | +0.05% | -2.07% | -7.86% | +17.28% | +14.93% | +1.39% |
| 2019 | -0.17% | +10.13% | +2.43% | +4.38% | -8.01% | +10.18% | -6.24% | -19.46% | +10.82% | -4.54% | -0.22% | -4.50% | -9.31% |
| 2018 | -2.12% | -8.82% | -1.83% | -3.00% | -0.21% | -3.84% | +7.08% | -7.52% | -3.48% | +0.30% | +11.12% | -11.70% | -23.29% |
| 2017 | +0.40% | +8.31% | -1.62% | +2.30% | -3.06% | +7.66% | -0.02% | -3.46% | +3.42% | -5.35% | +2.89% | +0.48% | +11.57% |
Drawdown analysis of Franklin Resources (BEN)
The maximum drawdown for the BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 589 trading sessions.
The current BEN drawdown is -5.59%.
Since Nov 1, 1999 BEN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.80% | Jul 17, 2007 | 413 | Mar 6, 2009 | 589 | Jul 7, 2011 | 1002 |
| -67.78% | Dec 8, 2014 | 1330 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -40.33% | Feb 1, 2001 | 421 | Oct 9, 2002 | 254 | Oct 13, 2003 | 675 |
| -34.58% | Jan 25, 2000 | 34 | Mar 14, 2000 | 120 | Sep 1, 2000 | 154 |
| -33.99% | Jul 7, 2011 | 61 | Oct 3, 2011 | 263 | Oct 17, 2012 | 324 |
| -23.91% | Oct 2, 2000 | 53 | Dec 15, 2000 | 28 | Jan 29, 2001 | 81 |
| -21.44% | Feb 27, 2006 | 75 | Jun 14, 2006 | 62 | Sep 12, 2006 | 137 |
| -20.87% | Jan 26, 2004 | 125 | Jul 26, 2004 | 67 | Oct 28, 2004 | 192 |
| -20.23% | May 17, 2013 | 25 | Jun 24, 2013 | 124 | Dec 18, 2013 | 149 |
| -14.20% | Jan 17, 2014 | 10 | Feb 3, 2014 | 213 | Dec 5, 2014 | 223 |
| -12.03% | Nov 1, 1999 | 36 | Dec 22, 1999 | 19 | Jan 20, 2000 | 55 |
| -11.40% | Feb 15, 2007 | 11 | Mar 5, 2007 | 25 | Apr 10, 2007 | 36 |
| -11.06% | Nov 12, 2003 | 6 | Nov 20, 2003 | 14 | Dec 11, 2003 | 20 |
| -9.34% | Mar 7, 2005 | 31 | Apr 20, 2005 | 20 | May 18, 2005 | 51 |
| -8.85% | Oct 31, 2006 | 18 | Nov 27, 2006 | 13 | Dec 14, 2006 | 31 |
| -8.20% | Dec 22, 2004 | 22 | Jan 25, 2005 | 15 | Feb 15, 2005 | 37 |
| -7.23% | Apr 11, 2013 | 5 | Apr 18, 2013 | 11 | May 3, 2013 | 16 |
| -7.12% | Jul 12, 2005 | 66 | Oct 13, 2005 | 7 | Oct 24, 2005 | 73 |
| -7.00% | Jun 4, 2007 | 3 | Jun 7, 2007 | 24 | Jul 12, 2007 | 27 |
| -6.66% | Jan 27, 2006 | 9 | Feb 9, 2006 | 9 | Feb 23, 2006 | 18 |
| -6.01% | Sep 13, 2000 | 2 | Sep 15, 2000 | 9 | Sep 28, 2000 | 11 |
| -5.98% | Oct 14, 2003 | 6 | Oct 22, 2003 | 12 | Nov 7, 2003 | 18 |
| -5.26% | Oct 17, 2012 | 6 | Oct 25, 2012 | 46 | Jan 4, 2013 | 52 |
| -5.25% | Nov 25, 2005 | 3 | Nov 30, 2005 | 28 | Jan 11, 2006 | 31 |
| -4.50% | Feb 19, 2013 | 5 | Feb 26, 2013 | 6 | Mar 6, 2013 | 11 |