Franklin Resources Inc. trailing returns
Franklin Resources Inc.'s 10-year annualized return is +3.6% per year (+42.1% cumulative). How Franklin Resources Inc. (BEN) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 18, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-18. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.2% | |
| 5 days | — | -1.9% | |
| 1 month | — | -2.9% | |
| YTD | — | +41.6% | |
| 1 year | +42.5% | +42.5% | |
| 5 years | +6.2% | +35.0% | |
| 10 years | +3.6% | +42.1% | |
| 20 years | +2.7% | +71.5% | |
| Since inception (1983) | +17.3% | +93678.4% |
Growth of BEN
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-09-18). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from BEN's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Franklin Resources Inc.'s 10-year return?
- Over the last 10 years, Franklin Resources Inc. (BEN) returned about +3.6% a year annualized (+42.1% cumulative total return).
- What is Franklin Resources Inc.'s 20-year annualized return?
- Over the last 20 years, Franklin Resources Inc. (BEN) compounded at about +2.7% a year (+71.5% cumulative).
- What is Franklin Resources Inc.'s return since inception?
- Since 1983, Franklin Resources Inc. (BEN) has compounded at about +17.3% a year — +93678.4% in total.