(BEN) Franklin Resources - Performance -30.6% in 12m
Compare BEN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-0.79%
#153 in Group
Rel. Strength
24.34%
#5860 in Universe
Total Return 12m
-30.61%
#180 in Group
Total Return 5y
35.93%
#95 in Group
P/E 30.1
90th Percentile in Group
P/E Forward 9.28
45th Percentile in Group
PEG 0.44
0th Percentile in Group
FCF Yield 4.10%
38th Percentile in Group
12m Total Return: BEN (-30.6%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: BEN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BEN
| Total Return (including Dividends) | BEN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.05% | -7.49% | -7.79% |
| 3 Months | -10.57% | -1.50% | -9.06% |
| 12 Months | -30.61% | 16.29% | 4.64% |
| 5 Years | 35.93% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | BEN | XLF | S&P 500 |
| 1 Month | -31.9% | 58.6% | -5.5% |
| 3 Months | -18.2% | -8.5% | -61.9% |
| 12 Months | -66.1% | 92.9% | 82.8% |
| 5 Years | 5.80% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #150 | -0.60% | -0.28% |
| 3 Month | #155 | -9.21% | -1.66% |
| 12 Month | #180 | -40.3% | -33.7% |
| 5 Years | #118 | -45.4% | -37.6% |
FAQs
Does BEN Franklin Resources outperforms the market?
No,
over the last 12 months BEN made -30.61%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months BEN made -10.57%, while XLF made -1.50%.
Over the last 3 months BEN made -10.57%, while XLF made -1.50%.
Performance Comparison BEN vs Indeces and Sectors
BEN vs. Indices BEN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.69% | -0.26% | -0.38% | -35.3% |
| US NASDAQ 100 | QQQ | -1.62% | 1.15% | 0.87% | -33.2% |
| US Dow Jones Industrial 30 | DIA | -3.86% | -2.01% | -2.48% | -35.9% |
| German DAX 40 | DAX | -3.81% | -1.73% | -19.3% | -48.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.41% | -7.25% | 9.84% | -38.7% |
| Hongkong Hang Seng | HSI | -6.20% | -9.03% | 3.16% | -47.1% |
| India NIFTY 50 | INDA | -6.87% | -15.1% | 4.82% | -30.4% |
| Brasil Bovespa | EWZ | -8.05% | -17.1% | 0.46% | -19.3% |
BEN vs. Sectors BEN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.85% | 0.05% | -8.78% | -43.6% |
| Consumer Discretionary | XLY | -1.99% | 1.58% | -3.39% | -37.7% |
| Consumer Staples | XLP | -9.55% | -6.77% | -7.58% | -43.5% |
| Energy | XLE | -1.45% | -7.59% | -0.74% | -22.9% |
| Financial | XLF | -3.09% | -0.56% | -12.3% | -46.9% |
| Health Care | XLV | -6.78% | -4.11% | -0.52% | -31.6% |
| Industrial | XLI | -2.75% | -1.98% | 0.46% | -32.8% |
| Materials | XLB | -3.94% | -4.02% | 6.14% | -21.8% |
| Real Estate | XLRE | -6.58% | -2.45% | -0.04% | -40.5% |
| Technology | XLK | -0.35% | 2.51% | 6.82% | -25.4% |
| Utilities | XLU | -10.0% | -8.24% | -3.66% | -55.5% |
| Aerospace & Defense | XAR | -3.07% | -4.66% | -5.32% | -45.8% |
| Biotech | XBI | 0.59% | 0.66% | 13.9% | -16.6% |
| Homebuilder | XHB | -1.00% | -1.11% | 19.7% | -15.8% |
| Retail | XRT | -1.64% | 0.48% | 6.31% | -19.0% |