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BEN vs. WBA
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Performance

BEN vs. WBA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Resources, Inc. (BEN) and undefined (WBA). The values are adjusted to include any dividend payments, if applicable.

0.00%5,000.00%10,000.00%15,000.00%20,000.00%OctoberNovemberDecember2025FebruaryMarch
16,447.23%
1,341.77%
BEN
WBA

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Risk-Adjusted Performance

BEN vs. undefined - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and undefined (undefined). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for BEN, currently valued at -0.72, compared to the broader market-3.00-2.00-1.000.001.002.003.00-0.72-0.65
The chart of Sortino ratio for BEN, currently valued at -0.87, compared to the broader market-4.00-2.000.002.004.00-0.87-0.80
The chart of Omega ratio for BEN, currently valued at 0.89, compared to the broader market0.501.001.502.000.890.90
The chart of Calmar ratio for BEN, currently valued at -0.44, compared to the broader market0.001.002.003.004.005.00-0.44-0.48
The chart of Martin ratio for BEN, currently valued at -1.07, compared to the broader market0.005.0010.0015.0020.0025.00-1.07-0.95
BEN
WBA


Rolling 12-month Sharpe Ratio-1.00-0.500.00OctoberNovemberDecember2025FebruaryMarch
-0.72
-0.65
BEN
WBA

Drawdowns

BEN vs. WBA - Drawdown Comparison


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%OctoberNovemberDecember2025FebruaryMarch
-45.78%
-82.83%
BEN
WBA

Volatility

BEN vs. WBA - Volatility Comparison

The current volatility for Franklin Resources, Inc. (BEN) is 6.09%, while undefined (WBA) has a volatility of 21.65%. This indicates that BEN experiences smaller price fluctuations and is considered to be less risky than WBA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%OctoberNovemberDecember2025FebruaryMarch
6.09%
21.65%
BEN
WBA
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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