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LGGNY vs. BEN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LGGNY and BEN is 0.32, 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.


-0.50.00.51.00.3

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.

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
2.20%
2.08%
LGGNY
BEN

Key characteristics

Sharpe Ratio

LGGNY:

0.39

BEN:

-0.64

Sortino Ratio

LGGNY:

0.69

BEN:

-0.74

Omega Ratio

LGGNY:

1.09

BEN:

0.90

Calmar Ratio

LGGNY:

0.39

BEN:

-0.39

Martin Ratio

LGGNY:

1.01

BEN:

-0.97

Ulcer Index

LGGNY:

8.07%

BEN:

20.21%

Daily Std Dev

LGGNY:

21.04%

BEN:

30.51%

Max Drawdown

LGGNY:

-89.12%

BEN:

-72.80%

Current Drawdown

LGGNY:

-9.95%

BEN:

-44.69%

Fundamentals

Market Cap

LGGNY:

$17.96B

BEN:

$10.97B

EPS

LGGNY:

$0.30

BEN:

$0.64

PE Ratio

LGGNY:

51.33

BEN:

32.63

PEG Ratio

LGGNY:

0.00

BEN:

1.60

Returns By Period

In the year-to-date period, LGGNY achieves a 5.73% return, which is significantly higher than BEN's 2.17% return. Over the past 10 years, LGGNY has outperformed BEN with an annualized return of 3.33%, while BEN has yielded a comparatively lower -5.05% annualized return.


LGGNY

YTD

5.73%

1M

4.29%

6M

4.09%

1Y

8.51%

5Y*

1.91%

10Y*

3.33%

BEN

YTD

2.17%

1M

4.59%

6M

3.36%

1Y

-18.98%

5Y*

0.83%

10Y*

-5.05%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LGGNY vs. BEN — Risk-Adjusted Performance Rank

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

LGGNY
The Risk-Adjusted Performance Rank of LGGNY is 5656
Overall Rank
The Sharpe Ratio Rank of LGGNY is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of LGGNY is 5151
Sortino Ratio Rank
The Omega Ratio Rank of LGGNY is 4949
Omega Ratio Rank
The Calmar Ratio Rank of LGGNY is 6464
Calmar Ratio Rank
The Martin Ratio Rank of LGGNY is 5858
Martin Ratio Rank

BEN
The Risk-Adjusted Performance Rank of BEN is 1818
Overall Rank
The Sharpe Ratio Rank of BEN is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of BEN is 1515
Sortino Ratio Rank
The Omega Ratio Rank of BEN is 1515
Omega Ratio Rank
The Calmar Ratio Rank of BEN is 2323
Calmar Ratio Rank
The Martin Ratio Rank of BEN is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LGGNY vs. BEN - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for LGGNY, currently valued at 0.39, compared to the broader market-2.000.002.000.39-0.64
The chart of Sortino ratio for LGGNY, currently valued at 0.69, compared to the broader market-4.00-2.000.002.004.006.000.69-0.74
The chart of Omega ratio for LGGNY, currently valued at 1.09, compared to the broader market0.501.001.502.001.090.90
The chart of Calmar ratio for LGGNY, currently valued at 0.39, compared to the broader market0.002.004.006.000.39-0.39
The chart of Martin ratio for LGGNY, currently valued at 1.01, compared to the broader market-10.000.0010.0020.0030.001.01-0.97
LGGNY
BEN

The current LGGNY Sharpe Ratio is 0.39, which is higher than the BEN Sharpe Ratio of -0.64. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00SeptemberOctoberNovemberDecember2025February
0.39
-0.64
LGGNY
BEN

Dividends

LGGNY vs. BEN - Dividend Comparison

LGGNY's dividend yield for the trailing twelve months is around 8.57%, more than BEN's 6.03% yield.


TTM20242023202220212020201920182017201620152014
LGGNY
Legal & General Group Plc
8.57%9.06%7.33%7.95%5.97%6.02%5.27%7.18%4.88%6.13%4.43%4.21%
BEN
Franklin Resources, Inc.
6.03%7.69%3.02%4.44%3.37%4.36%4.04%13.32%1.92%1.87%1.71%1.82%

Drawdowns

LGGNY vs. BEN - Drawdown Comparison

The maximum LGGNY drawdown since its inception was -89.12%, 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. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%SeptemberOctoberNovemberDecember2025February
-9.95%
-44.69%
LGGNY
BEN

Volatility

LGGNY vs. BEN - Volatility Comparison

The current volatility for Legal & General Group Plc (LGGNY) is 5.34%, while Franklin Resources, Inc. (BEN) has a volatility of 12.99%. This indicates that LGGNY 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%SeptemberOctoberNovemberDecember2025February
5.34%
12.99%
LGGNY
BEN

Financials

LGGNY vs. BEN - Financials Comparison

This section allows you to compare key financial metrics between Legal & General Group Plc and Franklin Resources, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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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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