Beneficient Class A Common Stock (BENF)

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Beneficient Class A Common Stock (BENF) is down 50.1% since the beginning of the year. At $4 per share, BENF is trading 71.9% below its 52-week high of $12.

Beneficient Class A Common Stock (BENF) has returned -50.07% so far this year and 54.11% over the past 12 months.

Based on dividend-adjusted daily data since Jun 7, 2023, BENF's average daily return is -0.15%, while the average monthly return is -10.71%.

Historically, 30% of months were positive and 70% 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 40% 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 -39.52%, beta of 0.62, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 07, 2023.

• This stock participated in 350.33% of S&P 500 Index downside but only -164.57% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.62 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• 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 68 for risk / return — better than 68% 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 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.