Franklin Resources, Inc. (BEN) Total Return: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.
Growth of $10,000 in BEN
$85,843
(8.6x return)
Invested on Jun 13, 1996
Growth of $10,000 in SPY (S&P 500)
$185,569
(18.6x return)
Invested on Jun 13, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+36.4%
1-Year Total Return
+50.2%
Current Dividend Yield
4.05%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +42.2% | +50.2% | +8.0% |
| 3 Years | +6.8% | +12.7% | +5.9% |
| 5 Years | (1.6%) | +3.4% | +5.0% |
| 10 Years | (0.5%) | +3.6% | +4.1% |
| 15 Years | (1.6%) | +1.5% | +3.1% |
| 20 Years | +0.7% | +3.3% | +2.6% |
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