Beneficient Class A Common Stock (BENF)

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The chart shows the growth of an initial investment of $10,000 in Beneficient Class A Common Stock, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Beneficient Class A Common Stock (BENF) has returned -50.21% so far this year and 39.96% over the past 12 months.

Based on dividend-adjusted daily data since Jun 7, 2023, BENF's average daily return is -0.17%, while the average monthly return is -11.69%.

Historically, 29% of months were positive and 71% were negative. The best month was Sep 2025 with a return of +134.9%, while the worst month was Oct 2023 at -76.5%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 8 months.

On a daily basis, BENF closed higher 39% of trading days. The best single day was May 3, 2024 with a return of +255.2%, while the worst single day was May 1, 2024 at -38.6%.

Beneficient Class A Common Stock has an annualized alpha of -42.37%, beta of 0.72, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 08, 2023.

• This stock participated in 344.64% of S&P 500 Index downside but only -188.46% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BENF ranks 64 for risk / return — better than 64% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Beneficient Class A Common Stock (BENF) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Beneficient Class A Common Stock. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Beneficient Class A Common Stock was 99.97%, occurring on Apr 21, 2025. The portfolio has not yet recovered.

The current Beneficient Class A Common Stock drawdown is 99.94%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Beneficient Class A Common Stock over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Beneficient Class A Common Stock is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.