Franklin Resources (BEN) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.4% | 0.3% | 11.0% | +24.7% | — | — | — | — | — | — | — | — |
| 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% | +3.0% | +9.6% | 9.5% |
| 2023 | +18.3% | 5.5% | 7.6% | 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% | +5.9% | +2.9% | +4.2% |
| 2020 | 2.6% | 14.0% | 22.1% | +12.9% | +0.1% | +11.1% | +1.7% | +0.1% | 2.1% | 7.8% | +17.3% | +14.9% |
| 2019 | 0.2% | +10.1% | +2.4% | +4.4% | 8.0% | +10.2% | 6.3% | 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% | 3.0% | +7.7% | 0.0% | 3.4% | +3.4% | 5.3% | +2.9% | +0.5% |
| 2016 | 5.9% | +3.4% | +9.4% | 4.4% | +0.0% | 10.1% | +8.5% | +0.8% | 2.0% | 5.4% | +16.6% | +1.3% |
| 2015 | 6.9% | +4.5% | 4.4% | +0.4% | 1.2% | 3.4% | 7.1% | 10.9% | 7.8% | +9.4% | +2.8% | 11.7% |
| 2014 | 9.9% | +2.4% | +2.0% | 3.4% | +5.5% | +5.0% | 6.4% | +4.4% | 3.2% | +1.9% | +2.2% | 1.5% |
| 2013 | +8.9% | +3.2% | +7.0% | +2.5% | +0.1% | 11.9% | +7.8% | 5.6% | +9.8% | +6.5% | +2.8% | +4.5% |
| 2012 | +10.4% | +11.1% | +5.4% | +1.2% | 14.9% | +4.2% | +3.6% | +2.1% | +6.7% | +2.2% | +3.3% | 2.4% |
| 2011 | +8.5% | +4.1% | 0.2% | +3.2% | +0.3% | +1.5% | 3.3% | 5.5% | 20.1% | +11.5% | 5.4% | 2.4% |
| 2010 | 6.0% | +2.7% | +9.3% | +4.3% | 15.2% | 11.9% | +16.7% | 4.1% | +11.1% | +7.3% | 0.5% | 2.3% |
| 2009 | 24.1% | 5.4% | +18.0% | +12.2% | +10.5% | +8.0% | +23.2% | +5.3% | +7.8% | +4.2% | +3.2% | +0.6% |
| 2008 | 9.0% | 9.3% | +3.0% | 1.9% | +6.3% | 9.3% | +9.8% | +3.8% | 15.6% | 22.7% | 10.6% | +5.3% |
| 2007 | +8.1% | 1.5% | +3.1% | +8.7% | +3.4% | 2.3% | 3.8% | +3.4% | 3.2% | +1.8% | 5.0% | 6.9% |
| 2006 | +4.8% | +4.2% | 8.1% | 1.2% | 3.4% | 3.3% | +5.3% | +7.6% | +7.5% | +7.9% | 6.4% | +3.3% |
| 2005 | 2.7% | +3.5% | +0.9% | +0.0% | +5.1% | +6.8% | +5.0% | 0.4% | +4.5% | +5.2% | +5.1% | +1.3% |
| 2004 | +11.0% | 2.2% | 1.4% | 1.5% | 8.3% | 0.4% | 3.5% | +10.4% | +4.9% | +8.7% | +8.3% | +6.3% |
| 2003 | 2.3% | 2.0% | +1.1% | +6.1% | +7.1% | +4.7% | +11.3% | 0.6% | +2.4% | +7.4% | +0.9% | +8.9% |
| 2002 | +6.1% | +9.1% | +2.7% | +0.0% | +3.9% | 2.1% | 19.3% | +2.0% | 11.1% | +6.3% | +12.0% | 7.4% |
| 2001 | +22.7% | 10.8% | 6.0% | +11.6% | +2.0% | +2.9% | 5.6% | 4.8% | 15.5% | 7.4% | +11.2% | 1.0% |
| 2000 | +11.4% | 23.9% | +23.5% | 3.7% | 6.9% | +1.2% | +18.3% | +6.0% | +17.0% | 3.6% | 15.5% | +5.4% |
| 1999 | +4.7% | 5.0% | 11.6% | +42.4% | +8.7% | 6.3% | 6.1% | 5.9% | 14.7% | +14.6% | 10.3% | +2.2% |
| 1998 | +3.2% | +13.7% | +5.0% | +0.5% | 9.1% | +10.7% | 19.4% | 25.9% | 7.2% | +26.6% | +13.1% | 25.0% |
| 1997 | +19.7% | +7.4% | 12.7% | +16.0% | +9.4% | +12.3% | +17.2% | 9.0% | +20.5% | 3.5% | +0.0% | 3.2% |
| 1996 | +6.5% | +7.5% | 1.0% | +0.7% | +3.3% | +3.5% | 8.4% | +6.5% | +11.8% | +6.0% | +1.6% | 4.2% |
| 1995 | 5.4% | +14.9% | +0.0% | +3.5% | +9.1% | +1.8% | +12.1% | +10.4% | +4.9% | 12.0% | +4.2% | 4.4% |
| 1994 | +8.5% | 10.9% | 8.8% | 6.3% | 2.6% | +0.5% | 0.5% | +6.8% | 4.9% | +9.3% | 7.1% | 5.6% |
| 1993 | +12.8% | 6.4% | +3.7% | 9.2% | +9.6% | +3.1% | +9.5% | +5.9% | +8.2% | 2.8% | 7.3% | +4.0% |
| 1992 | 2.8% | 6.5% | 2.3% | +1.6% | 6.3% | +4.2% | +20.8% | +6.0% | 8.1% | +12.2% | +15.8% | 6.3% |
| 1991 | +7.7% | +6.1% | +3.0% | +5.6% | +1.0% | 6.4% | +5.1% | +4.4% | 6.2% | +25.5% | 3.5% | +29.1% |
| 1990 | 3.8% | 3.3% | +22.7% | 11.6% | +20.6% | 2.3% | 3.7% | 18.8% | +1.7% | 9.4% | +5.2% | +18.8% |
| 1989 | +27.2% | 7.4% | +16.6% | +6.1% | +0.0% | +3.6% | +16.0% | +6.9% | 4.9% | 4.8% | +13.6% | +0.4% |
| 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% | +0.0% | +0.8% | 30.4% | 9.4% | 10.9% | +7.7% | +6.7% | 15.3% | 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% | 0.9% |
| 1985 | +212.8% | +30.3% | +33.6% | +18.7% | +19.3% | +11.2% | 0.4% | +4.2% | 8.1% | +39.8% | +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% | 46.5% |
| 1983 | — | — | — | — | — | — | — | — | 3.1% | +4.8% | 3.1% | +11.1% |
| Avg | +10.9% | +0.3% | +1.5% | +1.7% | +1.8% | +1.3% | +3.2% | +0.2% | 1.8% | +3.6% | +3.2% | +0.3% |
| Median | +6.1% | +0.0% | +0.9% | +0.7% | +1.5% | +1.6% | +2.9% | +2.8% | 3.1% | +4.2% | +2.8% | +0.5% |
| Win % | 63% | 49% | 53% | 56% | 62% | 57% | 57% | 60% | 40% | 63% | 58% | 53% |
2026
Jan+11.4%
Feb0.3%
Mar11.0%
Apr+24.7%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+9.6%
Feb8.9%
Mar3.3%
Apr2.5%
May+15.3%
Jun+11.7%
Jul+0.6%
Aug+6.9%
Sep8.6%
Oct2.3%
Nov0.1%
Dec+7.2%
2024
Jan9.7%
Feb+3.1%
Mar+3.6%
Apr18.8%
May+3.3%
Jun4.0%
Jul+2.3%
Aug11.5%
Sep+1.1%
Oct+3.0%
Nov+9.6%
Dec9.5%
2023
Jan+18.3%
Feb5.5%
Mar7.6%
Apr0.2%
May10.7%
Jun+12.5%
Jul+9.5%
Aug8.6%
Sep6.9%
Oct7.3%
Nov+8.8%
Dec+20.1%
2022
Jan4.5%
Feb7.0%
Mar5.1%
Apr11.9%
May+10.1%
Jun12.9%
Jul+17.8%
Aug5.0%
Sep16.4%
Oct+9.0%
Nov+14.3%
Dec0.5%
2021
Jan+5.2%
Feb0.5%
Mar+14.2%
Apr+1.4%
May+14.0%
Jun5.7%
Jul7.6%
Aug+9.8%
Sep7.5%
Oct+5.9%
Nov+2.9%
Dec+4.2%
2020
Jan2.6%
Feb14.0%
Mar22.1%
Apr+12.9%
May+0.1%
Jun+11.1%
Jul+1.7%
Aug+0.1%
Sep2.1%
Oct7.8%
Nov+17.3%
Dec+14.9%
2019
Jan0.2%
Feb+10.1%
Mar+2.4%
Apr+4.4%
May8.0%
Jun+10.2%
Jul6.3%
Aug19.5%
Sep+10.8%
Oct4.5%
Nov0.2%
Dec4.5%
2018
Jan2.1%
Feb8.8%
Mar1.9%
Apr3.0%
May0.2%
Jun3.8%
Jul+7.1%
Aug7.5%
Sep3.5%
Oct+0.3%
Nov+11.1%
Dec11.7%
2017
Jan+0.4%
Feb+8.3%
Mar1.6%
Apr+2.3%
May3.0%
Jun+7.7%
Jul0.0%
Aug3.4%
Sep+3.4%
Oct5.3%
Nov+2.9%
Dec+0.5%
2016
Jan5.9%
Feb+3.4%
Mar+9.4%
Apr4.4%
May+0.0%
Jun10.1%
Jul+8.5%
Aug+0.8%
Sep2.0%
Oct5.4%
Nov+16.6%
Dec+1.3%
2015
Jan6.9%
Feb+4.5%
Mar4.4%
Apr+0.4%
May1.2%
Jun3.4%
Jul7.1%
Aug10.9%
Sep7.8%
Oct+9.4%
Nov+2.8%
Dec11.7%
2014
Jan9.9%
Feb+2.4%
Mar+2.0%
Apr3.4%
May+5.5%
Jun+5.0%
Jul6.4%
Aug+4.4%
Sep3.2%
Oct+1.9%
Nov+2.2%
Dec1.5%
2013
Jan+8.9%
Feb+3.2%
Mar+7.0%
Apr+2.5%
May+0.1%
Jun11.9%
Jul+7.8%
Aug5.6%
Sep+9.8%
Oct+6.5%
Nov+2.8%
Dec+4.5%
2012
Jan+10.4%
Feb+11.1%
Mar+5.4%
Apr+1.2%
May14.9%
Jun+4.2%
Jul+3.6%
Aug+2.1%
Sep+6.7%
Oct+2.2%
Nov+3.3%
Dec2.4%
2011
Jan+8.5%
Feb+4.1%
Mar0.2%
Apr+3.2%
May+0.3%
Jun+1.5%
Jul3.3%
Aug5.5%
Sep20.1%
Oct+11.5%
Nov5.4%
Dec2.4%
2010
Jan6.0%
Feb+2.7%
Mar+9.3%
Apr+4.3%
May15.2%
Jun11.9%
Jul+16.7%
Aug4.1%
Sep+11.1%
Oct+7.3%
Nov0.5%
Dec2.3%
2009
Jan24.1%
Feb5.4%
Mar+18.0%
Apr+12.2%
May+10.5%
Jun+8.0%
Jul+23.2%
Aug+5.3%
Sep+7.8%
Oct+4.2%
Nov+3.2%
Dec+0.6%
2008
Jan9.0%
Feb9.3%
Mar+3.0%
Apr1.9%
May+6.3%
Jun9.3%
Jul+9.8%
Aug+3.8%
Sep15.6%
Oct22.7%
Nov10.6%
Dec+5.3%
2007
Jan+8.1%
Feb1.5%
Mar+3.1%
Apr+8.7%
May+3.4%
Jun2.3%
Jul3.8%
Aug+3.4%
Sep3.2%
Oct+1.8%
Nov5.0%
Dec6.9%
2006
Jan+4.8%
Feb+4.2%
Mar8.1%
Apr1.2%
May3.4%
Jun3.3%
Jul+5.3%
Aug+7.6%
Sep+7.5%
Oct+7.9%
Nov6.4%
Dec+3.3%
2005
Jan2.7%
Feb+3.5%
Mar+0.9%
Apr+0.0%
May+5.1%
Jun+6.8%
Jul+5.0%
Aug0.4%
Sep+4.5%
Oct+5.2%
Nov+5.1%
Dec+1.3%
2004
Jan+11.0%
Feb2.2%
Mar1.4%
Apr1.5%
May8.3%
Jun0.4%
Jul3.5%
Aug+10.4%
Sep+4.9%
Oct+8.7%
Nov+8.3%
Dec+6.3%
2003
Jan2.3%
Feb2.0%
Mar+1.1%
Apr+6.1%
May+7.1%
Jun+4.7%
Jul+11.3%
Aug0.6%
Sep+2.4%
Oct+7.4%
Nov+0.9%
Dec+8.9%
2002
Jan+6.1%
Feb+9.1%
Mar+2.7%
Apr+0.0%
May+3.9%
Jun2.1%
Jul19.3%
Aug+2.0%
Sep11.1%
Oct+6.3%
Nov+12.0%
Dec7.4%
2001
Jan+22.7%
Feb10.8%
Mar6.0%
Apr+11.6%
May+2.0%
Jun+2.9%
Jul5.6%
Aug4.8%
Sep15.5%
Oct7.4%
Nov+11.2%
Dec1.0%
2000
Jan+11.4%
Feb23.9%
Mar+23.5%
Apr3.7%
May6.9%
Jun+1.2%
Jul+18.3%
Aug+6.0%
Sep+17.0%
Oct3.6%
Nov15.5%
Dec+5.4%
1999
Jan+4.7%
Feb5.0%
Mar11.6%
Apr+42.4%
May+8.7%
Jun6.3%
Jul6.1%
Aug5.9%
Sep14.7%
Oct+14.6%
Nov10.3%
Dec+2.2%
1998
Jan+3.2%
Feb+13.7%
Mar+5.0%
Apr+0.5%
May9.1%
Jun+10.7%
Jul19.4%
Aug25.9%
Sep7.2%
Oct+26.6%
Nov+13.1%
Dec25.0%
1997
Jan+19.7%
Feb+7.4%
Mar12.7%
Apr+16.0%
May+9.4%
Jun+12.3%
Jul+17.2%
Aug9.0%
Sep+20.5%
Oct3.5%
Nov+0.0%
Dec3.2%
1996
Jan+6.5%
Feb+7.5%
Mar1.0%
Apr+0.7%
May+3.3%
Jun+3.5%
Jul8.4%
Aug+6.5%
Sep+11.8%
Oct+6.0%
Nov+1.6%
Dec4.2%
1995
Jan5.4%
Feb+14.9%
Mar+0.0%
Apr+3.5%
May+9.1%
Jun+1.8%
Jul+12.1%
Aug+10.4%
Sep+4.9%
Oct12.0%
Nov+4.2%
Dec4.4%
1994
Jan+8.5%
Feb10.9%
Mar8.8%
Apr6.3%
May2.6%
Jun+0.5%
Jul0.5%
Aug+6.8%
Sep4.9%
Oct+9.3%
Nov7.1%
Dec5.6%
1993
Jan+12.8%
Feb6.4%
Mar+3.7%
Apr9.2%
May+9.6%
Jun+3.1%
Jul+9.5%
Aug+5.9%
Sep+8.2%
Oct2.8%
Nov7.3%
Dec+4.0%
1992
Jan2.8%
Feb6.5%
Mar2.3%
Apr+1.6%
May6.3%
Jun+4.2%
Jul+20.8%
Aug+6.0%
Sep8.1%
Oct+12.2%
Nov+15.8%
Dec6.3%
1991
Jan+7.7%
Feb+6.1%
Mar+3.0%
Apr+5.6%
May+1.0%
Jun6.4%
Jul+5.1%
Aug+4.4%
Sep6.2%
Oct+25.5%
Nov3.5%
Dec+29.1%
1990
Jan3.8%
Feb3.3%
Mar+22.7%
Apr11.6%
May+20.6%
Jun2.3%
Jul3.7%
Aug18.8%
Sep+1.7%
Oct9.4%
Nov+5.2%
Dec+18.8%
1989
Jan+27.2%
Feb7.4%
Mar+16.6%
Apr+6.1%
May+0.0%
Jun+3.6%
Jul+16.0%
Aug+6.9%
Sep4.9%
Oct4.8%
Nov+13.6%
Dec+0.4%
1988
Jan+22.5%
Feb+0.6%
Mar19.0%
Apr+3.5%
May2.7%
Jun+17.5%
Jul2.4%
Aug+9.9%
Sep1.8%
Oct0.6%
Nov+0.0%
Dec+4.5%
1987
Jan+49.8%
Feb+0.0%
Mar+0.8%
Apr30.4%
May9.4%
Jun10.9%
Jul+7.7%
Aug+6.7%
Sep15.3%
Oct21.8%
Nov+0.0%
Dec+5.1%
1986
Jan+44.0%
Feb+9.4%
Mar8.1%
Apr8.3%
May+3.6%
Jun+14.1%
Jul12.2%
Aug+9.3%
Sep13.8%
Oct+28.9%
Nov3.6%
Dec0.9%
1985
Jan+212.8%
Feb+30.3%
Mar+33.6%
Apr+18.7%
May+19.3%
Jun+11.2%
Jul0.4%
Aug+4.2%
Sep8.1%
Oct+39.8%
Nov+27.0%
Dec+10.7%
1984
Jan+11.4%
Feb6.4%
Mar+9.6%
Apr1.6%
May+6.3%
Jun7.5%
Jul+12.9%
Aug+15.7%
Sep+0.0%
Oct+11.1%
Nov1.1%
Dec46.5%
1983
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul—
Aug—
Sep3.1%
Oct+4.8%
Nov3.1%
Dec+11.1%
Avg
Jan+10.9%
Feb+0.3%
Mar+1.5%
Apr+1.7%
May+1.8%
Jun+1.3%
Jul+3.2%
Aug+0.2%
Sep1.8%
Oct+3.6%
Nov+3.2%
Dec+0.3%
Median
Jan+6.1%
Feb+0.0%
Mar+0.9%
Apr+0.7%
May+1.5%
Jun+1.6%
Jul+2.9%
Aug+2.8%
Sep3.1%
Oct+4.2%
Nov+2.8%
Dec+0.5%
Win %
Jan63%
Feb49%
Mar53%
Apr56%
May62%
Jun57%
Jul57%
Aug60%
Sep40%
Oct63%
Nov58%
Dec53%
Frequently asked questions
What is the best performing month for Franklin Resources (BEN) stock?
- Historically, January is the best performing month for Franklin Resources (BEN) stock with an average return of +10.92%.
What is the worst performing month for Franklin Resources (BEN) stock?
- Historically, September is the worst performing month for Franklin Resources (BEN) stock with an average return of 1.81%.
What is the best performing quarter for Franklin Resources (BEN) stock?
- Historically, Q1 is the best performing quarter for Franklin Resources (BEN) stock with an average return of +16.28%.
What is the worst performing quarter for Franklin Resources (BEN) stock?
- Historically, Q3 is the worst performing quarter for Franklin Resources (BEN) stock with an average return of +1.95%.
What is the best performing year for Franklin Resources (BEN) stock?
- Historically, 1985 is the best performing year for Franklin Resources (BEN) stock with a return of +1,509.40%.
What is the worst performing year for Franklin Resources (BEN) stock?
- Historically, 2008 is the worst performing year for Franklin Resources (BEN) stock with a return of 43.71%.
Which month has the highest win rate for Franklin Resources (BEN) stock?
- Historically, January has the highest win rate for Franklin Resources (BEN) stock — positive in 63% of years.
Which month has the lowest win rate for Franklin Resources (BEN) stock?
- Historically, September has the lowest win rate for Franklin Resources (BEN) stock — positive in 40% of years.
Which quarter has the highest win rate for Franklin Resources (BEN) stock?
- Historically, Q4 has the highest win rate for Franklin Resources (BEN) stock — positive in 70% of years.
Which quarter has the lowest win rate for Franklin Resources (BEN) stock?
- Historically, Q3 has the lowest win rate for Franklin Resources (BEN) stock — positive in 47% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
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BEN Overview
Company profile, financial tools, and key metrics
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BEN Revenue Counter
Earns $280.51 every second. See per minute, hour, and day.
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BEN Earnings Counter
Earns $19.56 per second net profit. See per minute, hour, and day.
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BEN Economic Scale
Exceeds New Caledonia's GDP. Compare with world economies.
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BEN What If Invested
What if you had invested $1,000? See historical returns from any date.
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BEN How It Makes Money
Discover visual breakdown of $8.85B in revenue — where it comes from and where it goes.
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BEN Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
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BEN Daily Price Character
Explosive · 47.8% historical win rate (green days). Streaks & record days.
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BEN Buybacks
2.00% TTM buyback yield. Shareholder yield & SBC comparison.
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BEN Stock Split History
11 splits on record. Dates, ratios, and cumulative multiple.
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BEN Dividend Profile
Yield: 4.41%. Safety: 2/8. See full history.
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BEN Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
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BEN Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
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BEN Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.
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