(BEN) Franklin Resources - Performance 9.4% in 12m
BEN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
14.34%
#108 in Peer-Group
Rel. Strength
57.61%
#3266 in Stock-Universe
Total Return 12m
9.42%
#82 in Peer-Group
Total Return 5y
52.56%
#74 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 36.0 |
| P/E Forward | 11.0 |
| High / Low | USD |
|---|---|
| 52 Week High | 25.14 USD |
| 52 Week Low | 16.43 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 77.54 |
| Buy/Sell Signal +-5 | 1.10 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BEN (9.4%) vs XLF (21.6%)
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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
10.6% | 27.7% | 172% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
7.61% | 62.4% | 229% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| PNNT NYSE PennantPark Investment |
11.2% | 14.4% | 329% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| FHI NYSE Federated Investors |
11.9% | 39.2% | 168% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
-1.86% | 12.1% | 272% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| BK NYSE The Bank of New York Mellon |
9.08% | 56.7% | 217% | 15.5 | 14.2 | 1.27 | 32.4% | 10.4% |
| ARES NYSE Ares Management |
10.9% | 30.8% | 423% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| GBDC NASDAQ Golub Capital BDC |
6.46% | 10.8% | 112% | 14.2 | 10.7 | 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 | 11.23% | 4.88% | 5.42% |
| 3 Months | 41.16% | 12.95% | 19.66% |
| 12 Months | 9.42% | 21.63% | 14.17% |
| 5 Years | 52.56% | 141.11% | 107.98% |
| Trend Stabilty (consistency of price movement) | BEN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 78.7% | 62.3% | 91.9% |
| 3 Months | 94% | 85.3% | 97.6% |
| 12 Months | 20.5% | 78.1% | 47.9% |
| 5 Years | -14.8% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th82.00 | 6.05% | 5.51% |
| 3 Month | %th93.50 | 24.98% | 17.97% |
| 12 Month | %th57.00 | -10.04% | -4.16% |
| 5 Years | %th51.50 | -36.73% | -26.64% |
FAQs
Does Franklin Resources (BEN) outperform the market?
No,
over the last 12 months BEN made 9.42%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.63%.
Over the last 3 months BEN made 41.16%, while XLF made 12.95%.
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 | -2.8% | 5.8% | 23.5% | -5% |
| US NASDAQ 100 | QQQ | -3.6% | 4.9% | 21.3% | -8% |
| German DAX 40 | DAX | -2.1% | 7.2% | 13.2% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.3% | 5.1% | 19.7% | -10% |
| Hongkong Hang Seng | HSI | -4.1% | 6.7% | 3% | -25% |
| India NIFTY 50 | INDA | -2% | 9% | 21.8% | 12% |
| Brasil Bovespa | EWZ | -2.4% | 12.7% | 9.5% | 8% |
BEN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.5% | 7.8% | 19.1% | -17% |
| Consumer Discretionary | XLY | -2% | 6.3% | 32.7% | -7% |
| Consumer Staples | XLP | -2.5% | 9.8% | 22.9% | 4% |
| Energy | XLE | -0.1% | 12.7% | 35.5% | 13% |
| Financial | XLF | -2.1% | 6.4% | 24% | -12% |
| Health Care | XLV | 0.2% | 11.3% | 33.7% | 20% |
| Industrial | XLI | -3.2% | 4.4% | 18.4% | -12% |
| Materials | XLB | -0% | 7.6% | 26.3% | 9% |
| Real Estate | XLRE | -2.7% | 10.4% | 26.1% | 4% |
| Technology | XLK | -4.1% | 2.9% | 17.3% | -8% |
| Utilities | XLU | -2.2% | 8% | 23.3% | -12% |
| Aerospace & Defense | XAR | -8.8% | -1.6% | -0.1% | -43% |
| Biotech | XBI | -2.2% | 3.9% | 29.1% | 21% |
| Homebuilder | XHB | 1% | 1.1% | 36.3% | 17% |
| Retail | XRT | -0.7% | 6.7% | 27.4% | 6% |
BEN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.5% | 18.7% | 36.9% | 15% |
| Natural Gas | UNG | -8.9% | 21.9% | 43.6% | -5% |
| Gold | GLD | -2.9% | 12.6% | 5.8% | -26% |
| Silver | SLV | -5.1% | 8.5% | 3.7% | -16% |
| Copper | CPER | -0.6% | -2.8% | 3.9% | -15% |
BEN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.3% | 12.5% | 29.5% | 15% |
| iShares High Yield Corp. Bond | HYG | -2.5% | 9.9% | 25.4% | 1% |