(BEN) Franklin Resources - Performance 20% in 12m
BEN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
12.57%
#98 in Peer-Group
Rel. Strength
66.50%
#2580 in Stock-Universe
Total Return 12m
19.98%
#48 in Peer-Group
Total Return 5y
53.50%
#66 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 34.5 |
| P/E Forward | 9.88 |
| High / Low | USD |
|---|---|
| 52 Week High | 24.90 USD |
| 52 Week Low | 16.43 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 93.66 |
| Buy/Sell Signal +-5 | 1.54 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BEN (20%) vs XLF (27.4%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
7.77% | 63.5% | 239% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
5.01% | 22.6% | 170% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
9.13% | 46.7% | 169% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
2.43% | 14% | 259% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
2.07% | 3.16% | 288% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| ARES NYSE Ares Management |
3.41% | 34.8% | 429% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
3.38% | 58.5% | 179% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| GBDC NASDAQ Golub Capital BDC |
0.74% | 6.39% | 111% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
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 | 15.37% | 3.10% | 4.37% |
| 3 Months | 35.87% | 11.33% | 14.09% |
| 12 Months | 19.98% | 27.40% | 13.68% |
| 5 Years | 53.50% | 143.47% | 112.88% |
| Trend Score (consistency of price movement) | BEN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 96.4% | 78.7% | 83.6% |
| 3 Months | 94.3% | 86.2% | 97.2% |
| 12 Months | 9.6% | 78% | 45.7% |
| 5 Years | -14.2% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th95.50 | 11.91% | 10.54% |
| 3 Month | %th92.00 | 22.04% | 19.09% |
| 12 Month | %th75.00 | -5.82% | 5.55% |
| 5 Years | %th55.00 | -36.95% | -27.90% |
FAQs
Does Franklin Resources (BEN) outperform the market?
No,
over the last 12 months BEN made 19.98%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.40%.
Over the last 3 months BEN made 35.87%, while XLF made 11.33%.
Performance Comparison BEN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BEN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | 11% | 26.1% | 6% |
| US NASDAQ 100 | QQQ | -0.6% | 10.4% | 24.3% | 8% |
| German DAX 40 | DAX | -2.8% | 13.8% | 13.3% | -14% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.9% | 11.8% | 22.5% | 0% |
| Hongkong Hang Seng | HSI | 1.3% | 12.2% | 5.6% | -18% |
| India NIFTY 50 | INDA | 0.3% | 14.6% | 25.6% | 21% |
| Brasil Bovespa | EWZ | 3% | 11.5% | 7.8% | 16% |
BEN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.8% | 11.6% | 21.9% | -4% |
| Consumer Discretionary | XLY | 0.9% | 12.8% | 34.6% | 4% |
| Consumer Staples | XLP | 2.1% | 15.6% | 27.1% | 12% |
| Energy | XLE | -0.9% | 9.1% | 33% | 18% |
| Financial | XLF | 0.9% | 12.3% | 22.7% | -7% |
| Health Care | XLV | 0.3% | 13.9% | 36.4% | 25% |
| Industrial | XLI | -0.7% | 11.5% | 19.4% | -6% |
| Materials | XLB | 0.1% | 11% | 23% | 13% |
| Real Estate | XLRE | 1.4% | 15.6% | 27% | 9% |
| Technology | XLK | -1.2% | 7.6% | 21.2% | 9% |
| Utilities | XLU | -0.4% | 13.1% | 24.4% | -3% |
| Aerospace & Defense | XAR | -1.3% | 10.7% | 7.5% | -30% |
| Biotech | XBI | -3.2% | 11.1% | 36% | 27% |
| Homebuilder | XHB | -0.8% | 6.1% | 31.2% | 13% |
| Retail | XRT | 0.4% | 13.3% | 32.3% | 9% |
BEN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.3% | 8.60% | 38.9% | 24% |
| Natural Gas | UNG | 8.4% | 29.6% | 57.2% | 30% |
| Gold | GLD | 1.7% | 15.7% | 11.2% | -20% |
| Silver | SLV | 1.2% | 16.5% | 14.7% | 3% |
| Copper | CPER | -6% | 3.6% | 6.7% | -1% |
BEN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.2% | 13.3% | 30.3% | 22% |
| iShares High Yield Corp. Bond | HYG | 0.6% | 13.8% | 29.2% | 10% |