(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%)
Total Return of Franklin Resources versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (BEN) Franklin Resources - Performance 20% in 12m

Top Performer in Asset Management & Custody Banks

Short Term Performance

Symbol 1w 1m 3m
BEN 0.44% 15.4% 35.9%
ALCBI -18.3% 155% 804%
SWIN 6.44% 107% 159%
IREN 8.30% 64.0% 187%

Long Term Performance

Symbol 6m 12m 5y
BEN 34.3% 20% 53.5%
ALCBI 422% 210% 194%
BTCS 64.2% 201% 129%
FOA -15.2% 369% -76.7%

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%