BEN monthly performance report
Monthly BEN research: returns, drawdown, relative strength, seasonality, and key stats.
BEN monthly report
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Key takeaways
- Franklin Resources (BEN) closed August 2026 at $34.82, up 2.84% for the month and +35.80% over the trailing 12 months.
- Year-to-date, BEN is +45.75%, outperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading +24.00% versus its 200-day moving average ($28.08), a bullish technical signal.
- Over the past three years, BEN has underperformed the S&P 500 by −40.25%, with a relative strength index reading of 77.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Franklin Resources ended August 2026 at $34.82, posting a monthly return of +2.84%. The S&P 500 returned +3.22% over the same window, leaving relative performance at −0.39%.
The current quarter stands at −1.37% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +24.00% versus the 200-day moving average ($28.08).
Year-to-date, BEN is +45.75% against SPY +13.08%, a gap of +32.67%. The stock is currently −4.02% below its 52-week high, with maximum 3-year drawdown at −44.80%.
| Period | BEN | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.54% | +0.66% | −1.20% |
| 1 Week | +2.50% | +1.11% | +1.39% |
| 1 Month | +2.84% | +3.22% | −0.39% |
| 3 Months | +12.25% | +3.41% | +8.84% |
| 6 Months | +27.73% | +11.25% | +16.49% |
| YTD | +45.75% | +13.08% | +32.67% |
| 12 Months | +35.80% | +19.25% | +16.55% |
| 3 Years | +35.01% | +75.26% | −40.25% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +25.92% |
| #2 | Dec 2023 | +20.75% |
| #3 | May 2025 | +14.44% |
| #4 | Jun 2025 | +11.09% |
| #5 | Jun 2023 | +11.01% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −18.60% |
| #2 | Aug 2024 | −11.92% |
| #3 | Dec 2024 | −10.85% |
| #4 | Sep 2023 | −9.03% |
| #5 | Mar 2026 | −9.01% |
| Quarter | Return |
|---|---|
| Q2 2025 | +24.27% |
| Q3 2025 | +1.62% |
| Q4 2025 | +3.99% |
| Q1 2026 | +1.08% |
| Q2 2026 | +41.10% |
| Q3 2026 (QTD) | −1.37% |
| Year | Return |
|---|---|
| 2023 | +7.09% |
| 2024 | −30.92% |
| 2025 | +24.35% |
| 2026 | +40.67% |
| Metric | Value |
|---|---|
| 52-Week High | $36.28 (2026-08-05) |
| 52-Week Low | $21.11 (2025-11-20) |
| Current Price | $34.82 |
| 200-Day Moving Average | $28.08 |
| Price vs 200DMA | +24.00% |
| 3-Year Maximum Drawdown | −44.80% (2025-04-08) |
| Current Drawdown from 52W High | −4.02% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 77 |
| 3-Year Excess Return vs S&P 500 | −40.25% |
| RS Peak | 108.1 (Dec 2023) |
| RS Trough | 55.2 (Nov 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BEN's return for this report period?
BEN returned +2.84% in the latest monthly window ending 2026-08-27.
Has BEN outperformed SPY year to date?
YTD BEN: +45.75% vs SPY: +13.08%.
What is BEN's 12-month return?
+35.80% over the trailing 12 months.
Is BEN above or below its 200-day moving average?
Price is +24.00% versus 200DMA ($28.08).
What is the maximum drawdown in the 3-year window?
−44.80% on 2025-04-08.