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Franklin Resources, Inc.

BEN
Equity · Currency in USD
Sector
Financial Services
Industry
Asset Management
ISIN
US3546131018
CUSIP
354613101

BENPrice Chart


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BENPerformance

The chart shows the growth of $10,000 invested in Franklin Resources, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,219 for a total return of roughly 22.19%. All prices are adjusted for splits and dividends.


BEN (Franklin Resources, Inc.)
Benchmark (S&P 500)

BENReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-3.18%
6M0.98%
YTD23.55%
1Y33.39%
5Y2.57%
10Y2.84%

BENMonthly Returns Heatmap


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BENSharpe Ratio Chart

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 0.85. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


BEN (Franklin Resources, Inc.)
Benchmark (S&P 500)

BENDividends

Franklin Resources, Inc. granted a 3.73% dividend yield in the last twelve months, as of Oct 22, 2021. The annual payout for that period amounted to $1.12 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.12$1.09$1.05$3.95$0.83$0.74$0.63$1.01$0.41$1.37$1.01$0.30

Dividend yield

3.73%4.36%4.04%13.32%1.92%1.87%1.71%1.82%0.72%3.26%3.14%0.82%

BENDrawdowns Chart

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


BEN (Franklin Resources, Inc.)
Benchmark (S&P 500)

BENWorst Drawdowns

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 67.78%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.78%Dec 9, 20141330Mar 23, 2020
-33.99%Jul 8, 201161Oct 3, 2011263Oct 17, 2012324
-29.79%Apr 15, 201056Jul 2, 201087Nov 4, 2010143
-20.24%May 20, 201325Jun 24, 2013124Dec 18, 2013149
-14.2%Jan 21, 201410Feb 3, 2014213Dec 5, 2014223
-13.73%Jan 14, 201017Feb 8, 201030Mar 23, 201047
-12.87%Nov 8, 201033Dec 23, 201030Feb 7, 201163
-12.48%Feb 22, 201117Mar 16, 201174Jun 30, 201191
-7.23%Apr 12, 20135Apr 18, 201311May 3, 201316
-5.26%Oct 18, 20126Oct 25, 201246Jan 4, 201352

BENVolatility Chart

Current Franklin Resources, Inc. volatility is 34.22%. 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.


BEN (Franklin Resources, Inc.)
Benchmark (S&P 500)

Portfolios with Franklin Resources, Inc.


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