Franklin Resources Inc. trailing returns
Franklin Resources Inc.'s 10-year return is +4.2% a year (CAGR) (+51.6% cumulative). How Franklin Resources Inc. (BEN) has performed over the last day, week, month and year, over 5, 10, 20 and 30 years, and since inception, through November 6, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
Data provided bySource: Twelve DataTo 2026-11-06. Price return + dividends = total return. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| Cumulative · the change over the window | ||||
| 1 day | +4.7% | +0.0% | +4.7% | — |
| 5 days | +6.6% | +0.0% | +6.6% | -4.9%Nov 5 |
| 1 month | +4.0% | +0.0% | +4.0% | -6.0%Oct 14 |
| YTD | +41.2% | +5.0% | +46.2% | -19.2%Mar 27 |
| Per year (CAGR) · the cumulative total return beneath | ||||
| 1 year | +45.1% | +7.2% | +52.3% CAGR | -19.2%Mar 2026 |
| 5 years | -1.2% | +5.0% | +3.8% CAGR+20.6% total | -53.7%Apr 2025 |
| 10 years | -0.0% | +4.3% | +4.2% CAGR+51.6% total | -67.6%Mar 2020 |
| 20 years | -0.4% | +3.0% | +2.6% CAGR+66.7% total | -74.0%Mar 2020 |
| 30 years | +4.8% | +2.4% | +7.2% CAGR+711.0% total | -74.0%Mar 2020 |
| Since 1987Since inception (1987) | +9.2% | +1.9% | +11.1% CAGR65.2x total | -74.0%Mar 2020 |
Growth of BEN#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+3.8%/year · +20.6%
- 10 years+4.2%/year · +51.6%
- 20 years+2.6%/year · +66.7%
- 30 years+7.2%/year · +711.0%
- Since inception (1987)+11.1%/year · +6416.6%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-11-06). 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. Price return is the change in BEN's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. 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 +4.2% a year annualized (+51.6% 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 +2.6% a year (+66.7% cumulative).
- What is Franklin Resources Inc.'s 30-year annualized return?
- Over the last 30 years, Franklin Resources Inc. (BEN) compounded at about +7.2% a year (+711.0% cumulative).
- What is Franklin Resources Inc.'s return since inception?
- Since 1987, Franklin Resources Inc. (BEN) has compounded at about +11.1% a year — +6416.6% in total.