The total return over the past 12 months is +45.78% vs. +17.49% for the S&P 500. So far it's up +44.29% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +38.49% | +9.07% | +1.45% | (0.55%) | (0.67%) | +0.09% |
| Total Return CAGR | +45.78% | +15.04% | +6.59% | +3.56% | +2.65% | +2.79% |
| Revenue CAGR | +7.94% | +6.12% | +3.44% | +3.09% | +2.10% | +3.25% |
| Net Income CAGR | +176.26% | +2.81% | (6.46%) | (5.76%) | (4.86%) | (1.56%) |
| EPS CAGR | +188.46% | (28.88%) | (10.56%) | (12.06%) | (5.48%) | (2.17%) |
| Free Cash Flow CAGR | (84.62%) | (40.01%) | (26.78%) | (17.43%) | (10.75%) | (8.35%) |
| Operating Cash Flow CAGR | (83.62%) | (39.06%) | (24.71%) | (16.33%) | (10.05%) | (7.70%) |
| Dividends CAGR | (17.32%) | +3.31% | +3.43% | +7.43% | +10.13% | +13.27% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Franklin Resources, Inc. (BEN)
| Year | Start price | End price | BEN Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $23.89 | $33.66 | +44.29% | +11.72% | +32.57% |
| 2025 | $20.29 | $23.89 | +24.69% | +17.72% | +6.97% |
| 2024 | $29.79 | $20.29 | (27.18%) | +24.89% | (52.07%) |
| 2023 | $26.38 | $29.79 | +16.91% | +26.19% | (9.28%) |
| 2022 | $33.49 | $26.38 | (17.47%) | (18.17%) | +0.70% |
| 2021 | $24.99 | $33.49 | +38.93% | +28.74% | +10.19% |
| 2020 | $25.98 | $24.99 | +1.39% | +18.37% | (16.98%) |
| 2019 | $29.66 | $25.98 | (9.31%) | +31.22% | (40.53%) |
| 2018 | $43.33 | $29.66 | (29.92%) | (4.56%) | (25.36%) |
| 2017 | $39.58 | $43.33 | +11.57% | +21.70% | (10.13%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
