(BEN) Franklin Resources - Performance 10.5% in 12m
BEN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
11.87%
#107 in Peer-Group
Rel. Strength
59.64%
#3102 in Stock-Universe
Total Return 12m
10.46%
#71 in Peer-Group
Total Return 5y
45.56%
#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 | 70.37 |
| Buy/Sell Signal +-5 | -1.57 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BEN (10.5%) vs XLF (21.9%)
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 |
8.81% | 23.6% | 162% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
6.2% | 57.9% | 230% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| PNNT NYSE PennantPark Investment |
8.74% | 11.5% | 312% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-0.23% | 11.9% | 275% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| FHI NYSE Federated Investors |
6.36% | 38% | 155% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| BK NYSE The Bank of New York Mellon |
5.16% | 48.6% | 206% | 15.5 | 14.2 | 1.27 | 32.4% | 10.4% |
| ARES NYSE Ares Management |
4.47% | 22.7% | 402% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| GBDC NASDAQ Golub Capital BDC |
4.91% | 7.47% | 105% | 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 | 7.43% | 2.57% | 3.54% |
| 3 Months | 36.19% | 9.64% | 16.07% |
| 12 Months | 10.46% | 21.92% | 12.18% |
| 5 Years | 45.56% | 136.08% | 107.69% |
| Trend Score (consistency of price movement) | BEN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 89.9% | 76% | 91.9% |
| 3 Months | 94.3% | 85.8% | 97.5% |
| 12 Months | 16.6% | 78% | 47% |
| 5 Years | -14.8% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th82.00 | 4.75% | 3.77% |
| 3 Month | %th94.50 | 24.22% | 17.34% |
| 12 Month | %th63.00 | -9.40% | -1.53% |
| 5 Years | %th52.50 | -38.34% | -29.91% |
FAQs
Does Franklin Resources (BEN) outperform the market?
No,
over the last 12 months BEN made 10.46%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.92%.
Over the last 3 months BEN made 36.19%, while XLF made 9.64%.
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 | -1.8% | 3.9% | 21.2% | -2% |
| US NASDAQ 100 | QQQ | -2.3% | 3.1% | 18.8% | -2% |
| German DAX 40 | DAX | -0.8% | 5.9% | 10.4% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.3% | 2.5% | 17.2% | -9% |
| Hongkong Hang Seng | HSI | -2.4% | 5% | -0.8% | -24% |
| India NIFTY 50 | INDA | -0% | 6.9% | 19.8% | 14% |
| Brasil Bovespa | EWZ | 2.9% | 10.4% | 9.1% | 10% |
BEN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.7% | 5.6% | 17% | -13% |
| Consumer Discretionary | XLY | -2.1% | 4.9% | 29.9% | -5% |
| Consumer Staples | XLP | 0.1% | 8.2% | 20.5% | 4% |
| Energy | XLE | 0.4% | 7.7% | 31.4% | 13% |
| Financial | XLF | -0.4% | 4.9% | 21.7% | -11% |
| Health Care | XLV | 0.3% | 9.3% | 31.6% | 19% |
| Industrial | XLI | -2.2% | 2.8% | 15.3% | -11% |
| Materials | XLB | 0.8% | 5.8% | 23.4% | 10% |
| Real Estate | XLRE | -1.2% | 8% | 22.4% | 4% |
| Technology | XLK | -2.1% | 1.1% | 15.4% | -0% |
| Utilities | XLU | -2.5% | 5.5% | 18.5% | -11% |
| Aerospace & Defense | XAR | -4.6% | -1.8% | 0.6% | -38% |
| Biotech | XBI | -2.9% | 4.4% | 29.8% | 24% |
| Homebuilder | XHB | -0.1% | 1.9% | 34.6% | 17% |
| Retail | XRT | -0.5% | 4.6% | 25.4% | 6% |
BEN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.7% | 11.7% | 37.6% | 17% |
| Natural Gas | UNG | -6.3% | 15.9% | 45.5% | 3% |
| Gold | GLD | -2.3% | 9.1% | 3.5% | -27% |
| Silver | SLV | -4.4% | 3.7% | 4.3% | -12% |
| Copper | CPER | -3.1% | -6.2% | 2.5% | -12% |
BEN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.3% | 7.6% | 26.7% | 15% |
| iShares High Yield Corp. Bond | HYG | -1.3% | 6.5% | 23.2% | 2% |