Overview Performance Dividends Peer Group Options

(BEN) Franklin Resources - Performance -12.7% in 12m

Compare BEN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating -4.67%
#149 in Group
Rel. Strength 31.97%
#5430 in Universe
Total Return 12m -12.68%
#171 in Group
Total Return 5y 29.82%
#97 in Group
P/E 29.3
84th Percentile in Group
P/E Forward 9.00
45th Percentile in Group
PEG 0.43
3th Percentile in Group
FCF Yield 4.16%
36th Percentile in Group

12m Total Return: BEN (-12.7%) vs XLF (22.7%)

Compare overall performance (total returns) of Franklin Resources with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BEN) Franklin Resources - Performance -12.7% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
BEN 2.01% -2.55% -14.2%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
BEN -6.71% -12.7% 29.8%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
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		 -2.7% 15.9% 355% 16 12.6 1.83 11.6% 5.92%
AGF-B TO
AGF Management		 2.72% 37.1% 236% 6.99 6 1.25 81.8% 68.2%
APO NYSE
Apollo Global Management		 -0.34% 27.7% 291% 18.2 16.6 1.37 74.1% 26.5%
BCSF NYSE
Bain Capital Specialty		 -7.83% 2.37% 182% 8.09 10.4 1.07 24.1% -1.62%
TSLX NYSE
Sixth Street Specialty		 -7.24% 5.49% 143% 10.3 9.76 1.27 -3.10% -5.88%
BK NYSE
The Bank of New York Mellon		 -3.51% 46% 163% 12.8 11.6 1.03 64.4% 12.5%
FHI NYSE
Federated Investors		 -0.39% 31.9% 129% 11.2 9.9 1.9 60.9% 19.9%
PNNT NYSE
PennantPark Investment		 -6.05% 4.78% 271% 7.25 7.61 0.28 -7.30% -22.8%

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 -2.55% -2.11% -0.87%
3 Months -14.22% -4.92% -7.58%
12 Months -12.68% 22.69% 11.88%
5 Years 29.82% 144.89% 110.33%
Trend Score (consistency of price movement) BEN XLF S&P 500
1 Month 27.2% 27.8% 23%
3 Months -85.8% -81% -88.5%
12 Months -65.7% 83.7% 55.1%
5 Years -1.30% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #120 -0.45% -1.69%
3 Month #161 -9.78% -7.19%
12 Month #172 -28.8% -22.0%
5 Years #117 -47.0% -38.3%

FAQs

Does BEN Franklin Resources outperforms the market?

No, over the last 12 months BEN made -12.68%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BEN made -14.22%, while XLF made -4.92%.

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 -1.56% -1.68% -4.85% -24.6%
US NASDAQ 100 QQQ -2.59% -3.95% -5.28% -25.4%
US Dow Jones Industrial 30 DIA -0.62% 0.63% -4.76% -21.9%
German DAX 40 DAX -0.33% -3.87% -24.4% -37.4%
Shanghai Shenzhen CSI 300 CSI 300 2.40% 0.27% -1.86% -18.6%
Hongkong Hang Seng HSI -0.57% -2.61% -6.77% -26.6%
India NIFTY 50 INDA 1.28% -6.61% -5.14% -15.8%
Brasil Bovespa EWZ -0.76% -7.15% -8.55% -6.86%

BEN vs. Sectors BEN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -1.81% -1.50% -11.0% -36.6%
Consumer Discretionary XLY -1.64% -2.45% -7.36% -26.0%
Consumer Staples XLP 1.94% -2.75% -10.2% -23.9%
Energy XLE 2.92% 11.3% 0.94% -1.59%
Financial XLF -0.17% -0.44% -12.5% -35.4%
Health Care XLV -1.48% 1.24% -3.16% -14.4%
Industrial XLI -1.98% -2.66% -5.56% -22.3%
Materials XLB -0.95% -0.12% 2.56% -9.16%
Real Estate XLRE -0.04% -1.24% -3.96% -30.8%
Technology XLK -4.01% -4.24% -1.51% -20.4%
Utilities XLU 1.28% -2.61% -6.97% -34.5%
Aerospace & Defense XAR -2.51% -8.94% -18.4% -39.3%
Biotech XBI -2.86% -4.83% 7.79% -10.9%
Homebuilder XHB -0.87% -0.28% 9.96% -5.65%
Retail XRT 0.01% -1.99% 0.72% -9.94%

BEN vs. Commodities BEN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 8.61% 15.3% 6.32% 6.23%
Natural Gas UNG -4.41% 20.0% -38.4% -28.6%
Gold GLD 1.97% -7.97% -26.5% -56.1%
Silver SLV 5.15% 1.94% -6.01% -35.8%
Copper CPER 8.04% 7.13% -11.0% -13.5%

BEN vs. Yields & Bonds BEN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.45% -1.19% -5.54% -18.3%
iShares High Yield Corp. Bond HYG 1.24% -2.67% -8.93% -22.0%