Franklin Resources, Inc. (BEN) Total Return CAGR:50.20%(TTM)
Over the latest trailing 12-month period, Franklin Resources, Inc. (BEN)'s total return cagr is +50.20%. The comparable SPY value is +24.27%. Year-to-date total return is +36.37%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Franklin Resources, Inc.'s Total Return CAGR averages 12.66% over 3 years and 3.38% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Franklin Resources, Inc.'s investment performance.
BEN Total Return CAGR Chart
Franklin Resources, Inc. (BEN)
BEN Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
BEN Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 629.49 | 858.43 | +228.95 | +36.37% | +36.37% |
| 2025 | 504.85 | 629.49 | +124.63 | +24.69% | +24.69% |
| 2024 | 693.27 | 504.85 | -188.42 | -27.18% | -27.18% |
| 2023 | 592.98 | 693.27 | +100.28 | +16.91% | +16.91% |
| 2022 | 718.50 | 592.98 | -125.51 | -17.47% | -17.47% |
| 2021 | 517.17 | 718.50 | +201.33 | +38.93% | +38.93% |
| 2020 | 510.09 | 517.17 | +7.08 | +1.39% | +1.39% |
| 2019 | 562.44 | 510.09 | -52.35 | -9.31% | -9.31% |
| 2018 | 802.61 | 562.44 | -240.17 | -29.92% | -29.92% |
| 2017 | 719.37 | 802.61 | +83.24 | +11.57% | +11.57% |
| 2016 | 655.58 | 719.37 | +63.79 | +9.73% | +9.73% |
| 2015 | 971.35 | 655.58 | -315.77 | -32.51% | -32.51% |
| 2014 | 994.71 | 971.35 | -23.36 | -2.35% | -2.35% |
| 2013 | 716.14 | 994.71 | +278.57 | +38.90% | +38.90% |
| 2012 | 542.27 | 716.14 | +173.87 | +32.06% | +32.06% |
| 2011 | 623.65 | 542.27 | -81.39 | -13.05% | -13.05% |
| 2010 | 585.72 | 623.65 | +37.94 | +6.48% | +6.48% |
| 2009 | 350.68 | 585.72 | +235.04 | +67.02% | +67.02% |
| 2008 | 622.92 | 350.68 | -272.24 | -43.70% | -43.70% |
| 2007 | 596.58 | 622.92 | +26.34 | +4.41% | +4.41% |
| 2006 | 506.56 | 596.58 | +90.02 | +17.77% | +17.77% |
| 2005 | 373.90 | 506.56 | +132.66 | +35.48% | +35.48% |
| 2004 | 277.66 | 373.90 | +96.24 | +34.66% | +34.66% |
| 2003 | 180.46 | 277.66 | +97.20 | +53.86% | +53.86% |
| 2002 | 185.33 | 180.46 | -4.86 | -2.62% | -2.62% |
| 2001 | 199.00 | 185.33 | -13.67 | -6.87% | -6.87% |
| 2000 | 166.35 | 199.00 | +32.64 | +19.62% | +19.62% |
| 1999 | 164.89 | 166.35 | +1.47 | +0.89% | +0.89% |
| 1998 | 222.80 | 164.89 | -57.92 | -25.99% | -25.99% |
| 1997 | 116.30 | 222.80 | +106.50 | +91.58% | +91.58% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 858 | +36.0% | +46.2% |
| Q1 2026 | 631 | +0.4% | +26.4% |
| Q4 2025 | 629 | +4.8% | +25.6% |
| Q3 2025 | 600 | +2.2% | +19.6% |
| Q2 2025 | 587 | +17.6% | +9.5% |
| Q1 2025 | 499 | -0.2% | -21.5% |
| Q4 2024 | 500 | -0.2% | -27.2% |
| Q3 2024 | 501 | -6.4% | -13.4% |
| Q2 2024 | 536 | -15.7% | -9.8% |
| Q1 2024 | 636 | -7.5% | +6.5% |
| Q4 2023 | 688 | +18.8% | +15.0% |
| Q3 2023 | 579 | -2.6% | +15.2% |
| Q2 2023 | 594 | -0.5% | +8.2% |
| Q1 2023 | 597 | -0.2% | +2.2% |
| Q4 2022 | 598 | +19.0% | -16.7% |
| Q3 2022 | 503 | -8.5% | -20.5% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Franklin Resources, Inc.
Franklin Resources, Inc. is a publicly traded holding company specializing in investment management. Operating through its various subsidiaries, the firm provides a comprehensive range of financial services to a diverse clientele, including individual investors, institutions, pension funds, trusts, and partnerships. It designs and offers a suite of mutual funds, spanning strategies in equity, fixed income, balanced portfolios, and multi-asset classes. The company actively allocates capital across public stock markets, bond markets, and alternative investment opportunities. Founded in 1947, Franklin Resources is headquartered in San Mateo, California, with an additional operational center located in Hyderabad, India.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Jennifer Johnson