BEN monthly performance report
Check BEN's monthly returns, drawdown, and seasonality trends — updated every month.
BEN monthly report
—
Key takeaways
- Franklin Resources (BEN) closed September 2026 at $33.07, down 3.16% for the month and +36.60% over the trailing 12 months.
- Year-to-date, BEN is +38.43%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +14.86% versus its 200-day moving average ($28.79), a bullish technical signal.
- Over the past three years, BEN has underperformed the S&P 500 by −46.02%, with a relative strength index reading of 73.6.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Franklin Resources ended September 2026 at $33.07, posting a monthly return of −3.16%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −2.58%.
The current quarter stands at −0.60% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +14.86% versus the 200-day moving average ($28.79).
Year-to-date, BEN is +38.43% against SPY +11.83%, a gap of +26.59%. The stock is currently −8.85% below its 52-week high, with maximum 3-year drawdown at −44.80%.
| Period | BEN | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.07% | +1.13% | −0.06% |
| 1 Week | −1.75% | +0.63% | −2.38% |
| 1 Month | −3.16% | −0.58% | −2.58% |
| 3 Months | +1.72% | +1.64% | +0.09% |
| 6 Months | +39.12% | +15.15% | +23.98% |
| YTD | +38.43% | +11.83% | +26.59% |
| 12 Months | +36.60% | +15.69% | +20.91% |
| 3 Years | +25.98% | +72.00% | −46.02% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +26.88% |
| #2 | Dec 2023 | +20.12% |
| #3 | May 2025 | +15.35% |
| #4 | Jan 2026 | +11.43% |
| #5 | Jun 2025 | +10.21% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −18.75% |
| #2 | Aug 2024 | −11.50% |
| #3 | Mar 2026 | −11.00% |
| #4 | Dec 2024 | −10.85% |
| #5 | Jan 2024 | −10.61% |
| Quarter | Return |
|---|---|
| Q2 2025 | +23.90% |
| Q3 2025 | −3.02% |
| Q4 2025 | +3.29% |
| Q1 2026 | −1.13% |
| Q2 2026 | +40.86% |
| Q3 2026 (QTD) | −0.60% |
| Year | Return |
|---|---|
| 2023 | +12.93% |
| 2024 | −31.89% |
| 2025 | +17.74% |
| 2026 | +38.43% |
| Metric | Value |
|---|---|
| 52-Week High | $36.28 (2026-08-05) |
| 52-Week Low | $21.11 (2025-11-20) |
| Current Price | $33.07 |
| 200-Day Moving Average | $28.79 |
| Price vs 200DMA | +14.86% |
| 3-Year Maximum Drawdown | −44.80% (2025-04-08) |
| Current Drawdown from 52W High | −8.85% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 73.6 |
| 3-Year Excess Return vs S&P 500 | −46.02% |
| RS Peak | 107.5 (Dec 2023) |
| RS Trough | 54.9 (Nov 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BEN's return for this report period?
BEN returned −3.16% in the latest monthly window ending 2026-09-17.
Has BEN outperformed SPY year to date?
YTD BEN: +38.43% vs SPY: +11.83%.
What is BEN's 12-month return?
+36.60% over the trailing 12 months.
Is BEN above or below its 200-day moving average?
Price is +14.86% versus 200DMA ($28.79).
What is the maximum drawdown in the 3-year window?
−44.80% on 2025-04-08.