The total return over the past 12 months is +40.65% vs. +17.32% for the S&P 500. So far it's up +42.40% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +33.66% | +5.35% | +2.45% | (0.48%) | (1.60%) | +0.67% |
| Total Return CAGR | +40.65% | +11.13% | +7.64% | +3.64% | +1.52% | +3.27% |
| Revenue CAGR | +3.82% | +4.71% | +5.65% | +2.22% | +2.20% | +3.31% |
| Net Income CAGR | +100.84% | (1.47%) | (5.83%) | (6.96%) | (4.95%) | (1.55%) |
| EPS CAGR | +7.06% | (28.88%) | (10.56%) | (12.06%) | (5.48%) | (2.17%) |
| Free Cash Flow CAGR | +39.57% | (9.78%) | (8.27%) | (4.58%) | (2.45%) | (1.91%) |
| Operating Cash Flow CAGR | +8.87% | (10.56%) | (8.13%) | (4.64%) | (2.61%) | (1.92%) |
| Dividends CAGR | +3.23% | +3.33% | +3.46% | +1.53% | +10.32% | +13.60% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Franklin Resources, Inc. (BEN)
| Year | Start Value | End Value | BEN Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 661.53 | 942.02 | +42.40% | +8.95% | +33.45% |
| 2025 | 530.55 | 661.53 | +24.69% | +17.72% | +6.97% |
| 2024 | 728.56 | 530.55 | (27.18%) | +24.89% | (52.07%) |
| 2023 | 623.17 | 728.56 | +16.91% | +26.19% | (9.28%) |
| 2022 | 755.07 | 623.17 | (17.47%) | (18.17%) | +0.70% |
| 2021 | 543.50 | 755.07 | +38.93% | +28.74% | +10.19% |
| 2020 | 536.06 | 543.50 | +1.39% | +18.37% | (16.98%) |
| 2019 | 591.07 | 536.06 | (9.31%) | +31.22% | (40.53%) |
| 2018 | 843.47 | 591.07 | (29.92%) | (4.56%) | (25.36%) |
| 2017 | 755.99 | 843.47 | +11.57% | +21.70% | (10.13%) |
