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 $34.92, up 3.13% for the month and +38.30% over the trailing 12 months.
- Year-to-date, BEN is +46.17%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +28.51% versus its 200-day moving average ($27.17), a bullish technical signal.
- Over the past three years, BEN has underperformed the S&P 500 by −49.07%, with a relative strength index reading of 71.6.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Franklin Resources ended August 2026 at $34.92, posting a monthly return of +3.13%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.08%.
The current quarter stands at −1.09% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +28.51% versus the 200-day moving average ($27.17).
Year-to-date, BEN is +46.17% against SPY +12.89%, a gap of +33.28%. The stock is currently −3.75% below its 52-week high, with maximum 3-year drawdown at −44.80%.
| Period | BEN | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.38% | −0.20% | −2.18% |
| 1 Week | +4.77% | +3.90% | +0.87% |
| 1 Month | +3.13% | +3.05% | +0.08% |
| 3 Months | +16.52% | +7.11% | +9.40% |
| 6 Months |