LGGNY vs. BEN

Last updated Apr 2, 2026

Compare and contrast key facts about Legal & General Group Plc (LGGNY) and Franklin Resources, Inc. (BEN).

Performance

LGGNY vs. BEN - Performance Comparison

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

LGGNY vs. BEN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LGGNY Legal & General Group Plc	-3.79%	32.85%	-3.49%	17.36%	-21.83%	18.83%	-1.17%	45.45%	-16.11%	35.63%
BEN Franklin Resources, Inc.	0.19%	24.76%	-27.21%	16.96%	-17.52%	38.88%	1.46%	-9.29%	-23.34%	11.58%

Returns By Period

In the year-to-date period, LGGNY achieves a -3.79% return, which is significantly lower than BEN's 0.19% return. Over the past 10 years, LGGNY has outperformed BEN with an annualized return of 8.52%, while BEN has yielded a comparatively lower -0.22% annualized return.

LGGNY

• 1D: 3.03%
• 1M: -5.39%
• YTD: -3.79%
• 6M: 6.51%
• 1Y: 15.90%
• 3Y*: 13.53%
• 5Y*: 4.63%
• 10Y*: 8.52%

BEN

• 1D: -0.13%
• 1M: -11.35%
• YTD: 0.19%
• 6M: 7.64%
• 1Y: 29.16%
• 3Y*: 1.00%
• 5Y*: 0.01%
• 10Y*: -0.22%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

LGGNY vs. BEN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LGGNY

LGGNY Risk / Return Rank: 59
LGGNY Sharpe Ratio Rank: 63
LGGNY Sortino Ratio Rank: 53
LGGNY Omega Ratio Rank: 55
LGGNY Calmar Ratio Rank: 59
LGGNY Martin Ratio Rank: 62

BEN

BEN Risk / Return Rank: 70
BEN Sharpe Ratio Rank: 73
BEN Sortino Ratio Rank: 67
BEN Omega Ratio Rank: 65
BEN Calmar Ratio Rank: 71
BEN Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LGGNY vs. BEN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Legal & General Group Plc (LGGNY) 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.

	LGGNY	BEN	Difference
Sharpe ratio Return per unit of total volatility	0.67	0.96	-0.29
Sortino ratio Return per unit of downside risk	0.99	1.50	-0.51
Omega ratio Gain probability vs. loss probability	1.14	1.19	-0.06
Calmar ratio Return relative to maximum drawdown	0.90	1.54	-0.63
Martin ratio Return relative to average drawdown	2.48	3.87	-1.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LGGNY vs. BEN - Sharpe Ratio Comparison

The current LGGNY Sharpe Ratio is 0.67, which is lower than the BEN Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of LGGNY and BEN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LGGNY	BEN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.67	0.96	-0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.17	0.00	+0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.25	-0.01	+0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.15	0.45	-0.30

Correlation

The correlation between LGGNY and BEN is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

LGGNY vs. BEN - Dividend Comparison

LGGNY's dividend yield for the trailing twelve months is around 8.23%, more than BEN's 5.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LGGNY Legal & General Group Plc	8.23%	7.92%	9.06%	7.34%	7.62%	5.68%	5.86%	4.97%	6.77%	8.42%	12.35%	4.47%
BEN Franklin Resources, Inc.	5.51%	5.40%	7.69%	3.02%	4.44%	3.37%	4.36%	4.04%	13.32%	1.92%	1.87%	1.71%

Drawdowns

LGGNY vs. BEN - Drawdown Comparison

The maximum LGGNY drawdown since its inception was -89.75%, which is greater than BEN's maximum drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for LGGNY and BEN.

Drawdown Indicators

	LGGNY	BEN	Difference
Max Drawdown Largest peak-to-trough decline	-89.75%	-72.80%	-16.95%
Max Drawdown (1Y) Largest decline over 1 year	-16.70%	-19.21%	+2.51%
Max Drawdown (5Y) Largest decline over 5 years	-43.39%	-47.43%	+4.04%
Max Drawdown (10Y) Largest decline over 10 years	-62.54%	-62.10%	-0.44%
Current Drawdown Current decline from peak	-9.18%	-32.33%	+23.15%
Average Drawdown Average peak-to-trough decline	-20.59%	-22.91%	+2.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.10%	7.64%	-1.54%

Volatility

LGGNY vs. BEN - Volatility Comparison

Legal & General Group Plc (LGGNY) and Franklin Resources, Inc. (BEN) have volatilities of 10.21% and 10.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LGGNY	BEN	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.21%	10.29%	-0.08%
Volatility (6M) Calculated over the trailing 6-month period	16.14%	20.25%	-4.11%
Volatility (1Y) Calculated over the trailing 1-year period	23.98%	30.48%	-6.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.95%	32.12%	-5.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.77%	32.83%	+1.94%

Financials