Franklin Resources, Inc. (BEN) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$10,807
Total Return
8.07%
CAGR
1.56%
Dividends
$2,241.71
Yield on Cost
22.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.29% |
| Median | -0.82% |
| Best | +27.78% |
| Worst | -19.24% |
| % of Windows Positive | 45.9% |
1-Year (252 Trading Days)
| Average | -1.68% |
| Median | -3.13% |
| Best | +56.20% |
| Worst | -37.98% |
| % of Windows Positive | 43.0% |
3-Year (756 Trading Days)
| Average | -10.84% |
| Median | -12.27% |
| Best | +23.17% |
| Worst | -39.28% |
| % of Windows Positive | 31.0% |
Risk Metrics
| Maximum Drawdown | -49.23% |
| Average Drawdown | -25.59% |
| Drawdown Duration | 1114 Trading Days (Unrecovered) |
| Sortino Ratio | 0.30 |
| Calmar Ratio | 0.03 |
| CVaR (5%) | -4.35% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.87% (+48.26% ann.) | +$1186.61 | $138.13 | $27.63 | $0.22 |
| 2025 | +23.26% | +$2326.33 | $647.45 | $129.49 | $1.04 |
| 2024 | -28.17% | $2816.99 | $533.80 | $106.76 | $0.85 |
| 2023 | +16.10% | +$1610.08 | $344.27 | $68.85 | $0.55 |
| 2022 | -18.24% | $1823.77 | $354.22 | $70.84 | $0.57 |
| 2021 | +37.93% | +$3792.72 | $457.25 | $91.45 | $0.73 |
| 2020 | +0.32% | +$32.29 | $426.80 | $85.36 | $0.68 |
| 2019 | -9.94% | $993.90 | $357.44 | $71.49 | $0.57 |
| 2018 | -24.98% | $2497.99 | $925.26 | $185.05 | $1.48 |
| 2017 | +11.15% | +$1114.59 | $210.91 | $42.18 | $0.34 |
| 2016 | +9.28% | +$927.70 | $202.24 | $40.45 | $0.32 |
| 2015 | -32.71% | $3270.93 | $114.23 | $22.85 | $0.18 |
| 2014 | -2.70% | $270.05 | $175.65 | $35.13 | $0.28 |
| 2013 | +38.67% | +$3867.29 | $98.90 | $19.78 | $0.16 |
| 2012 | +34.27% | +$3427.27 | $429.43 | $85.89 | $0.69 |
| 2011 | -11.47% | $1147.02 | $272.75 | $54.55 | $0.44 |
| 2010 | +6.30% | +$630.01 | $86.61 | $17.32 | $0.14 |
| 2009 | +70.44% | +$7044.01 | $608.33 | $121.67 | $0.97 |
| 2008 | -43.82% | $4382.09 | $70.96 | $14.19 | $0.11 |
| 2007 | +4.30% | +$430.38 | $59.09 | $11.82 | $0.09 |
| 2006 | +17.67% | +$1767.19 | $54.34 | $10.87 | $0.09 |
| 2005 | +38.77% | +$3877.43 | $348.65 | $69.73 | $0.56 |
| 2004 | +34.45% | +$3444.86 | $68.32 | $13.66 | $0.11 |
| 2003 | +53.66% | +$5366.15 | $91.19 | $18.24 | $0.15 |
| 2002 | -2.75% | $275.32 | $80.98 | $16.20 | $0.13 |
| 2001 | -7.00% | $700.41 | $58.36 | $11.67 | $0.09 |
| 2000 | +19.49% | +$1948.56 | $76.58 | $15.32 | $0.12 |
| 1999 | +0.76% | +$75.50 | $70.77 | $14.15 | $0.11 |
| 1998 | -26.09% | $2608.95 | $47.22 | $9.44 | $0.08 |
| 1997 | +91.45% | +$9145.48 | $79.10 | $15.82 | $0.13 |
| 1996 | +36.52% | +$3652.29 | $89.53 | $17.91 | $0.14 |
| 1995 | +42.40% | +$4240.21 | $115.41 | $23.08 | $0.18 |
| 1994 | -21.78% | $2178.45 | $74.30 | $14.86 | $0.12 |
| 1993 | +31.80% | +$3180.29 | $83.04 | $16.61 | $0.13 |
| 1992 | +24.82% | +$2482.02 | $94.10 | $18.82 | $0.15 |
| 1991 | +88.66% | +$8865.60 | $157.68 | $31.54 | $0.25 |
| 1990 | +7.01% | +$701.27 | $145.78 | $29.16 | $0.23 |
| 1989 | +92.60% | +$9260.46 | $214.26 | $42.85 | $0.34 |
| 1988 | +28.76% | +$2875.73 | $229.59 | $45.92 | $0.37 |
| 1987 | -32.67% | $3266.97 | $45.28 | $9.06 | $0.07 |
| 1986 | +59.45% | +$5944.64 | $48.05 | $9.61 | $0.08 |
| 1985 | +1183.09% | +$118309.24 | $123.16 | $24.63 | $0.20 |
| 1984 | -30.36% | $3035.75 | $0.00 | $0.00 | $0.00 |
| 1983 partial | +9.38% (+39.65% ann.) | +$937.51 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +69.55% | +12.20% | +$6954.63 | $531.18 | $106.24 | $0.85 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +11.06% | +4.16% | +$1105.65 | $264.67 | $52.93 | $0.42 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +386.87% | +37.27% | +$38687.02 | $1424.07 | $284.81 | $2.28 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -70.66% | -58.02% | $7065.57 | $74.59 | $14.92 | $0.12 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +158.57% | +32.50% | +$15856.70 | $1936.30 | $387.26 | $3.10 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -13.69% | -1.93% | $1369.00 | $2946.05 | $589.21 | $4.71 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.40% | -99.73% | $4039.74 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +21.15% | +36.17% | +$2115.41 | $494.80 | $98.96 | $0.79 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +70.46% | +65.86% | +$7046.01 | $555.28 | $111.06 | $0.89 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -27.42% | -28.84% | $2742.10 | $362.26 | $72.45 | $0.58 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -15.21% | -8.51% | $1520.61 | $854.86 | $170.97 | $1.37 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +40.66% | +24.30% | +$4066.36 | $1145.07 | $229.01 | $1.83 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1985-12-26 | $0.0006 | 0.10% |
| 1986-03-11 | $0.0006 | 0.07% |
| 1986-06-24 | $0.0012 | 0.13% |
| 1986-10-06 | $0.0012 | 0.14% |
| 1987-12-24 | $0.0044 | 0.64% |
| 1988-03-25 | $0.0037 | 0.53% |
| 1988-06-24 | $0.0037 | 0.47% |
| 1988-09-26 | $0.0039 | 0.50% |
| 1988-12-23 | $0.0037 | 0.45% |
| 1989-03-27 | $0.0041 | 0.37% |
| 1989-06-26 | $0.0041 | 0.32% |
| 1989-09-25 | $0.0041 | 0.28% |
| 1989-12-22 | $0.0056 | 0.38% |
| 1990-03-26 | $0.0056 | 0.31% |
| 1990-06-26 | $0.0056 | 0.31% |
| 1990-09-24 | $0.0056 | 0.37% |
| 1990-12-24 | $0.0064 | 0.39% |
| 1991-03-22 | $0.0064 | 0.34% |
| 1991-06-25 | $0.0064 | 0.33% |
| 1991-09-24 | $0.0064 | 0.32% |
| 1991-12-24 | $0.0072 | 0.27% |
| 1992-03-25 | $0.0072 | 0.26% |
| 1992-06-24 | $0.0072 | 0.27% |
| 1992-09-24 | $0.0072 | 0.22% |
| 1992-12-24 | $0.0078 | 0.18% |
| 1993-03-25 | $0.0078 | 0.19% |
| 1993-06-24 | $0.0078 | 0.19% |
| 1993-09-24 | $0.0078 | 0.14% |
| 1993-12-27 | $0.0089 | 0.18% |
| 1994-03-25 | $0.0089 | 0.17% |
| 1994-06-27 | $0.0089 | 0.22% |
| 1994-09-26 | $0.0089 | 0.23% |
| 1994-12-23 | $0.0111 | 0.28% |
| 1995-03-28 | $0.0111 | 0.25% |
| 1995-06-28 | $0.0111 | 0.23% |
| 1995-09-26 | $0.0111 | 0.18% |
| 1995-12-27 | $0.0122 | 0.23% |
| 1996-03-27 | $0.0122 | 0.19% |
| 1996-06-26 | $0.0122 | 0.18% |
| 1996-09-25 | $0.0122 | 0.17% |
| 1996-12-27 | $0.0133 | 0.18% |
| 1997-03-26 | $0.0133 | 0.14% |
| 1997-06-26 | $0.0150 | 0.12% |
| 1997-09-26 | $0.0150 | 0.10% |
| 1997-12-29 | $0.0167 | 0.12% |
| 1998-03-27 | $0.0167 | 0.09% |
| 1998-06-26 | $0.0167 | 0.10% |
| 1998-09-28 | $0.0167 | 0.16% |
| 1998-12-29 | $0.0183 | 0.15% |
| 1999-03-29 | $0.0183 | 0.19% |
| 1999-06-28 | $0.0187 | 0.15% |
| 1999-09-28 | $0.0183 | 0.18% |
| 1999-12-29 | $0.0200 | 0.19% |
| 2000-03-29 | $0.0200 | 0.19% |
| 2000-06-29 | $0.0200 | 0.19% |
| 2000-09-29 | $0.0200 | 0.13% |
| 2000-12-27 | $0.0217 | 0.17% |
| 2001-03-29 | $0.0217 | 0.17% |
| 2001-07-02 | $0.0217 | 0.14% |
| 2001-10-03 | $0.0073 | 0.07% |
| 2001-12-27 | $0.0233 | 0.20% |
| 2002-03-26 | $0.0233 | 0.17% |
| 2002-07-03 | $0.0233 | 0.18% |
| 2002-10-03 | $0.0233 | 0.23% |
| 2002-12-27 | $0.0250 | 0.22% |
| 2003-03-27 | $0.0250 | 0.22% |
| 2003-06-26 | $0.0250 | 0.19% |
| 2003-10-02 | $0.0250 | 0.17% |
| 2003-12-29 | $0.0283 | 0.17% |
| 2004-03-29 | $0.0283 | 0.15% |
| 2004-07-01 | $0.0283 | 0.17% |
| 2004-09-30 | $0.0283 | 0.15% |
| 2004-12-29 | $0.0333 | 0.14% |
| 2005-03-29 | $0.7000 | 3.03% |
| 2005-06-30 | $0.0333 | 0.13% |
| 2005-09-29 | $0.0333 | 0.12% |
| 2005-12-28 | $0.0400 | 0.13% |
| 2006-03-29 | $0.0400 | 0.13% |
| 2006-06-30 | $0.0400 | 0.14% |
| 2006-10-02 | $0.0400 | 0.11% |
| 2006-12-26 | $0.0500 | 0.14% |
| 2007-03-28 | $0.0500 | 0.12% |
| 2007-06-27 | $0.0500 | 0.11% |
| 2007-10-02 | $0.0500 | 0.12% |
| 2007-12-26 | $0.0667 | 0.17% |
| 2008-03-26 | $0.0667 | 0.19% |
| 2008-06-26 | $0.0667 | 0.21% |
| 2008-10-02 | $0.0667 | 0.22% |
| 2008-12-29 | $0.0700 | 0.35% |
| 2009-03-27 | $0.0700 | 0.38% |
| 2009-06-26 | $0.0700 | 0.30% |
| 2009-10-01 | $0.0700 | 0.21% |
| 2009-12-23 | $1.0000 | 2.80% |
| 2009-12-29 | $0.0733 | 0.21% |
| 2010-03-29 | $0.0733 | 0.20% |
| 2010-06-28 | $0.0733 | 0.24% |
| 2010-09-28 | $0.0733 | 0.20% |
| 2010-12-29 | $0.0833 | 0.23% |
| 2011-03-29 | $0.0833 | 0.21% |
| 2011-06-28 | $0.0833 | 0.20% |
| 2011-09-28 | $0.0833 | 0.25% |
| 2011-12-15 | $0.7567 | 2.40% |
| 2012-03-28 | $0.0900 | 0.22% |
| 2012-06-27 | $0.0900 | 0.26% |
| 2012-09-26 | $0.0900 | 0.22% |
| 2012-12-04 | $1.0000 | 2.27% |
| 2012-12-12 | $0.0967 | 0.23% |
| 2013-03-26 | $0.0967 | 0.20% |
| 2013-06-20 | $0.0967 | 0.20% |
| 2013-09-26 | $0.1000 | 0.20% |
| 2013-12-27 | $0.1200 | 0.21% |
| 2014-03-27 | $0.1200 | 0.22% |
| 2014-06-26 | $0.1200 | 0.21% |
| 2014-09-26 | $0.1200 | 0.22% |
| 2014-12-29 | $0.6500 | 1.14% |
| 2015-03-27 | $0.1500 | 0.29% |
| 2015-06-26 | $0.1500 | 0.30% |
| 2015-09-28 | $0.1500 | 0.40% |
| 2015-12-24 | $0.1800 | 0.48% |
| 2016-03-29 | $0.1800 | 0.47% |
| 2016-06-28 | $0.1800 | 0.59% |
| 2016-09-28 | $0.1800 | 0.52% |
| 2016-12-28 | $0.2000 | 0.50% |
| 2017-03-29 | $0.2000 | 0.48% |
| 2017-06-28 | $0.2000 | 0.45% |
| 2017-09-28 | $0.2000 | 0.45% |
| 2017-12-22 | $0.2300 | 0.52% |
| 2018-03-28 | $3.2300 | 8.59% |
| 2018-06-28 | $0.2300 | 0.72% |
| 2018-09-27 | $0.2300 | 0.73% |
| 2018-12-28 | $0.2600 | 0.89% |
| 2019-03-28 | $0.2600 | 0.79% |
| 2019-06-27 | $0.2600 | 0.76% |
| 2019-09-27 | $0.2600 | 0.91% |
| 2019-12-30 | $0.2700 | 1.03% |
| 2020-03-30 | $0.2700 | 1.56% |
| 2020-07-14 | $0.2700 | 1.29% |
| 2020-09-29 | $0.2700 | 1.32% |
| 2020-12-30 | $0.2800 | 1.13% |
| 2021-03-30 | $0.2800 | 0.93% |
| 2021-06-29 | $0.2800 | 0.86% |
| 2021-09-29 | $0.2800 | 0.90% |
| 2021-12-30 | $0.2900 | 0.86% |
| 2022-03-30 | $0.2900 | 1.00% |
| 2022-06-29 | $0.2900 | 1.18% |
| 2022-09-29 | $0.2900 | 1.26% |
| 2022-12-29 | $0.3000 | 1.15% |
| 2023-03-30 | $0.3000 | 1.13% |
| 2023-06-29 | $0.3000 | 1.12% |
| 2023-09-28 | $0.3000 | 1.24% |
| 2024-01-02 | $0.3100 | 1.04% |
| 2024-03-27 | $0.3100 | 1.15% |
| 2024-06-28 | $0.3100 | 1.38% |
| 2024-09-30 | $0.3100 | 1.49% |
| 2024-12-30 | $0.3200 | 1.55% |
| 2025-03-31 | $0.3200 | 1.66% |
| 2025-06-27 | $0.3200 | 1.36% |
| 2025-09-30 | $0.3200 | 1.37% |
| 2025-12-30 | $0.3300 | 1.35% |
| 2026-03-31 | $0.3300 | 1.44% |
| Total | 160 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $94.09 | $18.82 | $0.15 | 2.3533 |
| 2021-09-29 | $94.74 | $18.95 | $0.15 | 2.4834 |
| 2021-12-30 | $98.85 | $19.77 | $0.16 | 2.3601 |
| 2022-03-30 | $99.53 | $19.91 | $0.16 | 2.7991 |
| 2022-06-29 | $100.35 | $20.07 | $0.16 | 3.4429 |
| 2022-09-29 | $101.34 | $20.27 | $0.16 | 3.6447 |
| 2022-12-29 | $105.93 | $21.19 | $0.17 | 3.1523 |
| 2023-03-30 | $106.88 | $21.38 | $0.17 | 3.2495 |
| 2023-06-29 | $107.85 | $21.57 | $0.17 | 3.2130 |
| 2023-09-28 | $108.82 | $21.76 | $0.17 | 3.5519 |
| 2024-01-02 | $113.54 | $22.71 | $0.18 | 3.0950 |
| 2024-03-27 | $114.50 | $22.90 | $0.18 | 3.3087 |
| 2024-06-28 | $115.53 | $23.11 | $0.18 | 4.1270 |
| 2024-09-30 | $116.81 | $23.36 | $0.19 | 4.6283 |
| 2024-12-30 | $122.06 | $24.41 | $0.20 | 4.8459 |
| 2025-03-31 | $123.61 | $24.72 | $0.20 | 5.1267 |
| 2025-06-27 | $125.25 | $25.05 | $0.20 | 4.1981 |
| 2025-09-30 | $126.59 | $25.32 | $0.20 | 4.3697 |
| 2025-12-30 | $131.99 | $26.40 | $0.21 | 4.4166 |
| 2026-03-31 | $133.45 | $26.69 | $0.21 | 4.5108 |
| Total | $2241.71 | $448.34 | $3.59 | 72.8771 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.