Franklin Resources (BEN)
S&P 500 · Financials · data since 1983-09-23 · last close 2026-07-24
1d
+0.62%
7d
-0.43%
30d
+1.07%
YTD
+39.37%
1y
+38.43%
Franklin Resources (BEN) monthly returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.4 | -0.3 | -9.7 | 26.9 | 3.5 | 8.3 | -2.3 | · | · | · | · | · |
| 2025 | 9.6 | -8.9 | -3.3 | -2.5 | 15.3 | 11.7 | 0.6 | 6.9 | -8.6 | -2.3 | -0.1 | 7.2 |
| 2024 | -9.7 | 3.1 | 3.6 | -18.8 | 3.3 | -4.0 | 2.3 | -11.5 | 1.1 | 3.1 | 9.6 | -9.4 |
| 2023 | 18.3 | -5.5 | -7.5 | -0.2 | -10.7 | 12.5 | 9.5 | -8.6 | -6.9 | -7.3 | 8.8 | 20.1 |
| 2022 | -4.5 | -7.0 | -5.1 | -11.9 | 10.1 | -12.9 | 17.8 | -5.0 | -16.4 | 9.0 | 14.3 | -0.5 |
| 2021 | 5.2 | -0.5 | 14.2 | 1.4 | 14.0 | -5.7 | -7.6 | 9.8 | -7.5 | 6.0 | 2.9 | 4.3 |
| 2020 | -2.6 | -14.0 | -22.1 | 12.9 | 0.2 | 11.1 | 1.7 | 0.1 | -2.1 | -7.9 | 17.3 | 14.9 |
| 2019 | -0.2 | 10.1 | 2.4 | 4.4 | -8.0 | 10.2 | -6.2 | -19.5 | 10.8 | -4.5 | -0.2 | -4.5 |
| 2018 | -2.1 | -8.8 | -1.9 | -3.0 | -0.2 | -3.8 | 7.1 | -7.5 | -3.5 | 0.3 | 11.1 | -11.7 |
| 2017 | 0.4 | 8.3 | -1.6 | 2.3 | -3.1 | 7.7 | -0.0 | -3.5 | 3.4 | -5.3 | 2.9 | 0.5 |
| 2016 | -5.9 | 3.4 | 9.4 | -4.4 | 0.0 | -10.1 | 8.4 | 0.9 | -2.0 | -5.4 | 16.6 | 1.3 |
| 2015 | -6.9 | 4.5 | -4.4 | 0.5 | -1.3 | -3.4 | -7.1 | -10.9 | -7.8 | 9.4 | 2.9 | -11.7 |
| 2014 | -9.9 | 2.4 | 2.0 | -3.4 | 5.5 | 5.0 | -6.4 | 4.4 | -3.2 | 1.8 | 2.3 | -1.5 |
| 2013 | 8.9 | 3.2 | 7.0 | 2.5 | 0.1 | -12.0 | 7.8 | -5.6 | 9.7 | 6.5 | 2.8 | 4.4 |
| 2012 | 10.4 | 11.1 | 5.4 | 1.2 | -14.9 | 4.2 | 3.6 | 2.1 | 6.8 | 2.2 | 3.3 | -2.4 |
| 2011 | 8.5 | 4.1 | -0.2 | 3.2 | 0.4 | 1.5 | -3.3 | -5.5 | -20.1 | 11.5 | -5.5 | -2.4 |
| 2010 | -6.0 | 2.7 | 9.2 | 4.3 | -15.2 | -11.9 | 16.7 | -4.0 | 11.0 | 7.3 | -0.5 | -2.3 |
| 2009 | -24.1 | -5.4 | 18.1 | 12.3 | 10.5 | 8.0 | 23.1 | 5.2 | 7.8 | 4.2 | 3.3 | 0.5 |
| 2008 | -9.0 | -9.3 | 3.0 | -1.9 | 6.4 | -9.3 | 9.8 | 3.9 | -15.7 | -22.7 | -10.7 | 5.4 |
| 2007 | 8.1 | -1.5 | 3.1 | 8.7 | 4.3 | -3.2 | -3.9 | 3.5 | -3.2 | 1.8 | -5.0 | -6.9 |
| 2006 | 4.8 | 4.2 | -8.1 | -1.2 | -3.4 | -3.4 | 5.3 | 7.6 | 7.5 | 7.9 | -6.3 | 3.4 |
| 2005 | -2.6 | 3.4 | 0.9 | 0.0 | 5.0 | 6.8 | 5.0 | -0.5 | 4.5 | 5.3 | 5.1 | 1.4 |
| 2004 | 11.0 | -2.2 | -1.3 | -1.5 | -8.3 | -0.4 | -3.5 | 10.4 | 4.8 | 8.7 | 8.3 | 6.3 |
| 2003 | -2.2 | -2.0 | 1.0 | 6.0 | 7.1 | 4.8 | 11.2 | -0.6 | 2.4 | 7.4 | 0.9 | 9.0 |
| 2002 | 6.2 | 9.1 | 2.8 | -0.1 | 3.9 | -2.0 | -19.4 | 1.9 | -11.1 | 6.3 | 12.0 | -7.6 |
| 2001 | 22.7 | -10.7 | -6.1 | 11.6 | 1.9 | 2.9 | -5.6 | -4.9 | -15.5 | -7.3 | 11.4 | -1.1 |
| 2000 | 11.3 | -23.8 | 23.2 | -3.5 | -7.0 | 1.4 | 18.1 | 5.9 | 17.1 | -3.6 | -15.5 | 5.4 |
| 1999 | 4.7 | -5.0 | -11.4 | 42.2 | 8.8 | -6.5 | -6.2 | -5.7 | -14.8 | 14.5 | -10.2 | 2.2 |
| 1998 | 3.1 | 13.8 | 5.0 | 0.5 | -9.1 | 10.6 | -19.3 | -26.0 | -7.2 | 26.6 | 13.1 | -25.0 |
| 1997 | 19.6 | 7.3 | -12.7 | 15.9 | 9.5 | 12.2 | 17.1 | -8.9 | 20.5 | -3.5 | 0.0 | -3.1 |
| 1996 | 6.5 | 7.5 | -0.9 | 0.4 | 3.5 | 3.1 | -8.2 | 6.3 | 11.8 | 6.2 | 1.4 | -4.2 |
| 1995 | -4.9 | 14.4 | 0.6 | 3.5 | 8.7 | 1.9 | 12.1 | 10.3 | 5.0 | -11.9 | 4.2 | -4.5 |
| 1994 | 8.4 | -10.8 | -8.3 | -6.8 | -2.3 | 0.6 | -0.7 | 6.8 | -4.9 | 9.4 | -7.0 | -6.0 |
| 1993 | 12.9 | -6.3 | 3.9 | -9.4 | 9.7 | 3.1 | 9.6 | 5.8 | 8.4 | -2.8 | -7.3 | 3.6 |
| 1992 | -2.9 | -6.6 | -1.9 | 1.3 | -5.9 | 4.0 | 20.7 | 5.4 | -7.7 | 12.1 | 15.8 | -6.8 |
| 1991 | 7.8 | 6.1 | 2.9 | 5.6 | 1.0 | -6.6 | 5.0 | 4.4 | -5.8 | 25.5 | -3.9 | 29.5 |
| 1990 | -3.4 | -3.6 | 22.9 | -11.5 | 20.4 | -2.2 | -4.1 | -18.5 | 1.8 | -9.8 | 5.7 | 18.5 |
| 1989 | 27.2 | -7.4 | 16.5 | 6.1 | 0.0 | 3.8 | 16.3 | 6.4 | -4.8 | -4.4 | 13.5 | 0.1 |
| 1988 | 22.5 | 0.6 | -19.0 | 3.5 | -2.7 | 17.5 | -2.4 | 9.9 | -1.8 | -0.6 | 0.0 | 4.5 |
| 1987 | 49.8 | 0.3 | 0.3 | -30.3 | -9.3 | -11.1 | 7.7 | 6.7 | -15.5 | -21.8 | 0.0 | 5.1 |
| 1986 | 44.0 | 9.4 | -8.1 | -8.3 | 3.6 | 14.1 | -12.2 | 9.3 | -13.8 | 28.9 | -3.6 | -1.1 |
| 1985 | 212.8 | 30.3 | 20.8 | 18.8 | 19.3 | 4.8 | -0.3 | 4.2 | -8.1 | 30.9 | 27.0 | 10.7 |
| 1984 | 11.4 | -6.4 | 9.6 | -1.6 | 6.3 | -7.5 | 12.9 | 15.7 | 0.0 | 11.1 | -1.1 | -56.2 |
| 1983 | · | · | · | · | · | · | · | · | -3.1 | 4.8 | -3.1 | 11.1 |
| Avg | 10.9 | 0.3 | 1.3 | 1.8 | 1.9 | 1.3 | 3.0 | 0.2 | -1.8 | 3.4 | 3.2 | 0.0 |
Values in %. Current and first-listed months are partial (greyed).
returnsview.com
Seasonality — average by calendar month
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avg | +10.9% | +0.3% | +1.3% | +1.8% | +1.9% | +1.3% | +3.2% | +0.2% | -1.8% | +3.4% | +3.2% | +0.0% |
| Win rate | 63%/43 | 51%/43 | 56%/43 | 58%/43 | 63%/43 | 58%/43 | 57%/42 | 60%/42 | 40%/43 | 63%/43 | 58%/43 | 53%/43 |
Win rate = share of positive months / sample size.
Risk & extremes
Max drawdown
-72.8%
Worst peak-to-trough fall on record
Monthly volatility
±14%
Std. dev. of monthly returns
Positive months
57%
Share of completed months in the green
Best month
+212.82%
1985-01
Worst month
-56.18%
1984-12
Longest streaks
10▲ / 6▼
Consecutive up / down months
Drawdown & rolling returns
Percent below the all-time high at each month-end — how far underwater the asset was.
About Franklin Resources
Franklin Resources moves money around and keeps a slice for the trouble — with price receipts on this site going back to 1983. And the long game: $100 at its first close here (1983) would be about $130,437 today.
Did you know?
- Its best month on record was January 1985 at +212.82%; its worst, December 1984 at -56.18%.
Trivia for entertainment — the numbers come from our price data; the jokes don't.