If you invested $1,000 in BEN — what it would be worth today
A $1,000 investment in Franklin Resources Inc. (BEN) in January 2016 would be worth $1,411 as of July 2026 with dividends reinvested — 3.3% a year. Use the dropdowns above to try any amount, ticker, or starting month back to October 1983.
Over the same period, the same $1,000 would be worth $4,509 in the S&P 500 (SPY) and $7,083 in the Nasdaq-100 (QQQ). BEN trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in BEN since January 2016#
monthlyFranklin Resources Inc. (BEN). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in BEN by starting month#
$1,000 invested in BEN, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $1,411 | $7,083 | 1.4× | 3.3% |
| 2017 | $1,205 | $5,856 | 1.2× | 2.0% |
| 2018 | $1,108 | $4,267 | 1.1× | 1.2% |
| 2019 | $1,541 | $4,263 | 1.5× | 6.0% |
| 2020 | $1,743 | $3,245 | 1.7× | 9.0% |
| 2021 | $1,591 | $2,244 | 1.6× | 8.8% |
| 2022 | $1,263 | $1,935 | 1.3× | 5.4% |
| 2023 | $1,236 | $2,367 | 1.2× | 6.3% |
| 2024 | $1,385 | $1,661 | 1.4× | 14.0% |
| 2025 | $1,569 | $1,318 | 1.6× | 35.7% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. BEN data begins October 1983; values as of July 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live BEN chart and fundamentals on the BEN quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in BEN be worth today?
- A $1,000 investment in Franklin Resources Inc. (BEN) in January 2016 would be worth about $1,411 as of July 2026, with dividends reinvested. That works out to about 3.3% a year.
- How far back does the BEN calculation go?
- BEN data begins October 1983. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.