BEN monthly performance report
Check BEN's monthly returns, drawdown, and seasonality trends — updated every month.
BEN monthly report
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Key takeaways
- Franklin Resources (BEN) closed November 2026 at $36.02, up 13.84% for the month and +61.60% over the trailing 12 months.
- Year-to-date, BEN is +50.77%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +17.51% versus its 200-day moving average ($30.65), a bullish technical signal.
- Over the past three years, BEN has underperformed the S&P 500 by −11.28%, with a relative strength index reading of 93.4.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Franklin Resources ended November 2026 at $36.02, posting a monthly return of +13.84%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +14.02%.
The current quarter stands at +12.14% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +17.51% versus the 200-day moving average ($30.65).
Year-to-date, BEN is +50.77% against SPY +10.62%, a gap of +40.15%. The stock is currently −2.07% below its 52-week high, with maximum 3-year drawdown at −44.80%.
| Period | BEN | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.45% | −0.36% | +0.81% |
| 1 Week | +6.79% | +2.59% | +4.19% |
| 1 Month | +13.84% | −0.18% | +14.02% |
| 3 Months | +5.35% | −2.37% | +7.72% |
| 6 Months | +11.34% | +0.83% | +10.52% |
| YTD | +50.77% | +10.62% | +40.15% |
| 12 Months | +61.60% | +12.25% | +49.35% |
| 3 Years | +60.09% | +71.37% | −11.28% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +26.88% |
| #2 | Dec 2023 | +20.12% |
| #3 | May 2025 | +15.35% |
| #4 | Nov 2026 | +13.84% |
| #5 | Jan 2026 | +11.43% |
| 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 |
|---|---|
| Q3 2025 | −3.02% |
| Q4 2025 | +3.29% |
| Q1 2026 | −1.13% |
| Q2 2026 | +40.86% |
| Q3 2026 | −3.46% |
| Q4 2026 (QTD) | +12.14% |
| Year | Return |
|---|---|
| 2023 | +12.93% |
| 2024 | −31.89% |
| 2025 | +17.74% |
| 2026 | +50.77% |
| Metric | Value |
|---|---|
| 52-Week High | $36.78 (2026-11-10) |
| 52-Week Low | $21.11 (2025-11-20) |
| Current Price | $36.02 |
| 200-Day Moving Average | $30.65 |
| Price vs 200DMA | +17.51% |
| 3-Year Maximum Drawdown | −44.80% (2025-04-08) |
| Current Drawdown from 52W High | −2.07% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 93.4 |
| 3-Year Excess Return vs S&P 500 | −11.28% |
| RS Peak | 123.9 (Dec 2023) |
| RS Trough | 63.3 (Nov 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BEN's return for this report period?
BEN returned +13.84% in the latest monthly window ending 2026-11-13.
Has BEN outperformed SPY year to date?
YTD BEN: +50.77% vs SPY: +10.62%.
What is BEN's 12-month return?
+61.60% over the trailing 12 months.
Is BEN above or below its 200-day moving average?
Price is +17.51% versus 200DMA ($30.65).
What is the maximum drawdown in the 3-year window?
−44.80% on 2025-04-08.