Franklin Resources, Inc. (BEN)

The chart shows the growth of $10,000 invested in Franklin Resources, Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $8,335,443 for a total return of roughly 83,254.43%. All prices are adjusted for splits and dividends.

Franklin Resources, Inc. had a return of -0.15% year-to-date (YTD) and -1.21% in the last 12 months. Over the past 10 years, Franklin Resources, Inc. had an annualized return of -2.55%, while the S&P 500 had an annualized return of 9.89%, indicating that Franklin Resources, Inc. did not perform as well as the benchmark.

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Franklin Resources, Inc. Sharpe ratio is -0.03. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

Franklin Resources, Inc. granted a 4.44% dividend yield in the last twelve months. The annual payout for that period amounted to $1.17 per share.

The table displays the monthly dividend distributions for Franklin Resources, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below shows the maximum drawdowns of the Franklin Resources, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Franklin Resources, Inc. is 72.81%, recorded on Mar 6, 2009. It took 589 trading sessions for the portfolio to recover.

Current Franklin Resources, Inc. volatility is 24.53%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.