IBCN.DE vs. BEN
IBCN.DE (iShares Euro Government Bond 3-5yr UCITS ETF) is European Government Bonds fund tracking the Bloomberg Euro Government Bond 5, while BEN (Franklin Resources, Inc.) is a stock. Over the past 10 years, IBCN.DE returned 0.17%/yr vs 3.61%/yr for BEN. At a 0.04 correlation, their price movements are largely independent.
Performance
IBCN.DE vs. BEN - Performance Comparison
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Different Trading Currencies
IBCN.DE is traded in EUR, while BEN is traded in USD. To make them comparable, the BEN values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IBCN.DE achieves a 0.05% return, which is significantly lower than BEN's 35.67% return. Over the past 10 years, IBCN.DE has underperformed BEN with an annualized return of 0.17%, while BEN has yielded a comparatively higher 3.61% annualized return.
IBCN.DE
- 1D
- 0.06%
- 1M
- 0.01%
- YTD
- 0.05%
- 6M
- -0.06%
- 1Y
- 0.68%
- 3Y*
- 2.68%
- 5Y*
- -0.39%
- 10Y*
- 0.17%
BEN
- 1D
- -1.22%
- 1M
- 2.53%
- YTD
- 35.67%
- 6M
- 39.15%
- 1Y
- 51.28%
- 3Y*
- 9.95%
- 5Y*
- 3.44%
- 10Y*
- 3.61%
IBCN.DE vs. BEN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCN.DE iShares Euro Government Bond 3-5yr UCITS ETF | 0.05% | 2.24% | 2.15% | 5.23% | -10.13% | -1.37% | 1.01% | 1.69% | 0.69% | 0.45% |
BEN Franklin Resources, Inc. | 35.67% | 9.95% | -22.40% | 13.46% | -12.40% | 49.27% | -6.90% | -7.24% | -19.74% | -2.13% |
Correlation
The correlation between IBCN.DE and BEN is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007 | 0.04 |
The correlation between IBCN.DE and BEN shifts across timeframes, from 0.04 (all time) to 0.14 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBCN.DE vs. BEN — Risk / Return Rank
IBCN.DE
BEN
IBCN.DE vs. BEN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Government Bond 3-5yr UCITS ETF (IBCN.DE) and Franklin Resources, Inc. (BEN). 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.
| IBCN.DE | BEN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.30 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.32 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 3.11 | -2.97 |
| Martin ratioReturn relative to average drawdown | 0.40 | 7.38 | -6.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBCN.DE | BEN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 1.90 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.11 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.11 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.08 | +0.37 |
Drawdowns
IBCN.DE vs. BEN - Drawdown Comparison
The maximum IBCN.DE drawdown since its inception was -12.52%, smaller than the maximum BEN drawdown of -68.99%. Use the drawdown chart below to compare losses from any high point for IBCN.DE and BEN.
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Drawdown Indicators
| IBCN.DE | BEN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.52% | -68.99% | +56.47% |
Max Drawdown (1Y)Largest decline over 1 year | -2.41% | -16.55% | +14.14% |
Max Drawdown (3Y)Largest decline over 3 years | -2.41% | -39.88% | +37.47% |
Max Drawdown (5Y)Largest decline over 5 years | -12.15% | -45.27% | +33.12% |
Max Drawdown (10Y)Largest decline over 10 years | -12.52% | -59.08% | +46.56% |
Current DrawdownCurrent decline from peak | -2.93% | -10.20% | +7.27% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -27.03% | +24.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 6.97% | -6.11% |
Volatility
IBCN.DE vs. BEN - Volatility Comparison
The current volatility for iShares Euro Government Bond 3-5yr UCITS ETF (IBCN.DE) is 0.91%, while Franklin Resources, Inc. (BEN) has a volatility of 8.27%. This indicates that IBCN.DE experiences smaller price fluctuations and is considered to be less risky than BEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBCN.DE | BEN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 8.27% | -7.36% |
Volatility (6M)Calculated over the trailing 6-month period | 2.24% | 21.16% | -18.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.53% | 27.23% | -24.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.63% | 31.04% | -27.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.96% | 32.66% | -29.70% |
Dividends
IBCN.DE vs. BEN - Dividend Comparison
IBCN.DE's dividend yield for the trailing twelve months is around 2.44%, less than BEN's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 4.15% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
IBCN.DE iShares Euro Government Bond 3-5yr UCITS ETF | 2.44% | 2.51% | 2.61% | 0.80% | 0.00% | 0.00% | 0.00% | 0.07% | 0.12% | 0.08% | 0.13% | 0.61% |
Frequently Asked Questions
IBCN.DE and BEN have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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