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BEN: Franklin Resources Inc (STOCK)
Basic Info 24.99 0.1(0.40%) April 26
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/23/1983 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 4.08% |
Expenses | - |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/23/1983 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -14.2 | -0.0 | -1.6 | -2.6 | -3.6 | 4.9 | 4.5 | 16.6 | 17.0 | -17.5 | 38.9 | 1.5 | -9.3 | -23.8 | 11.6 | 9.8 | -32.5 | -2.3 | 38.9 | 35.1 | -10.9 | 6.5 | 71.8 | -43.7 | 4.4 | 17.8 | 39.7 | 34.6 | 53.9 | -2.6 | -6.9 | 19.7 | 0.2 | -26.4 | 27.1 | 35.7 | 41.4 | -22.3 | 31.1 | 23.9 | 86.8 | 5.8 | 90.6 | 26.8 | -16.3 | 6.0 | 1182.1 | -12.9 | 9.4 |
Sharpe Ratio | NA | -1.54 | -0.25 | -0.11 | -0.1 | -0.14 | NA | NA | 0.27 | 0.46 | -0.5 | 1.09 | 0.02 | -0.42 | -0.96 | 0.65 | 0.31 | -1.48 | -0.12 | 1.72 | 1.54 | -0.28 | 0.21 | 1.32 | -0.62 | 0.04 | 0.63 | 1.88 | 1.61 | 2.21 | -0.11 | -0.27 | 0.35 | -0.06 | -0.55 | 0.45 | 1.33 | 1.34 | -0.79 | 0.89 | 0.61 | 3.01 | 0.01 | 2.76 | 0.74 | -0.27 | 0.03 | 11.3 | -0.09 | 0.88 |
Draw Down(%) | NA | 15.2 | 24.9 | 41.5 | 56.1 | 68.0 | NA | NA | 72.8 | 31.9 | 39.2 | 19.3 | 41.8 | 27.0 | 33.3 | 14.1 | 25.2 | 36.3 | 14.2 | 20.2 | 19.4 | 34.0 | 29.8 | 44.8 | 56.6 | 24.0 | 21.4 | 9.3 | 20.9 | 17.4 | 35.9 | 33.6 | 34.6 | 39.0 | 54.0 | 32.3 | 13.4 | 18.0 | 31.7 | 19.6 | 19.8 | 15.9 | 35.8 | 17.5 | 22.5 | 60.4 | 41.2 | 19.8 | 62.4 | 14.1 |
Standard Deviation(%) | NA | 27.5 | 27.6 | 32.9 | 37.7 | 31.5 | NA | NA | 52.2 | 27.8 | 37.8 | 35.7 | 54.6 | 25.2 | 26.1 | 17.0 | 30.9 | 22.1 | 19.8 | 22.6 | 22.9 | 39.2 | 30.4 | 54.4 | 71.7 | 32.7 | 23.2 | 19.9 | 21.0 | 24.0 | 35.2 | 35.2 | 44.2 | 47.3 | 54.0 | 51.7 | 24.1 | 28.1 | 32.0 | 32.3 | 35.1 | 27.4 | 38.2 | 30.8 | 29.9 | 76.0 | 59.3 | 104.1 | 209.9 | 37.9 |
Treynor Ratio | NA | -0.35 | -0.05 | -0.03 | -0.03 | -0.04 | NA | NA | 0.12 | 0.09 | -0.15 | 0.26 | 0.01 | -0.08 | -0.25 | 0.07 | 0.05 | -0.28 | -0.02 | 0.24 | 0.25 | -0.07 | 0.04 | 0.41 | -0.3 | 0.01 | 0.09 | 0.31 | 0.28 | 0.47 | -0.03 | -0.08 | 0.15 | -0.03 | -0.19 | 0.21 | 0.28 | 0.27 | -0.2 | 0.22 | 0.17 | 1.08 | 0.0 | 0.82 | 0.29 | -0.22 | 0.02 | -11.43 | -0.22 | 3.23 |
Alpha | NA | -0.25 | -0.1 | -0.03 | -0.05 | -0.06 | NA | NA | 0.06 | -0.05 | 0.04 | 0.0 | -0.04 | -0.17 | -0.08 | -0.07 | -0.03 | -0.16 | -0.07 | -0.04 | 0.04 | -0.04 | -0.05 | 0.09 | 0.1 | 0.0 | -0.01 | 0.12 | 0.08 | 0.06 | 0.12 | 0.05 | 0.14 | -0.05 | -0.22 | 0.01 | 0.04 | -0.02 | -0.09 | 0.08 | 0.07 | 0.17 | 0.07 | 0.17 | 0.06 | 0.01 | 0.05 | 1.34 | 0.8 | 0.15 |
Beta | NA | 1.22 | 1.39 | 1.33 | 1.2 | 1.21 | NA | NA | 1.23 | 1.39 | 1.26 | 1.52 | 1.09 | 1.3 | 1.0 | 1.5 | 1.74 | 1.16 | 1.34 | 1.64 | 1.42 | 1.49 | 1.45 | 1.74 | 1.5 | 1.63 | 1.64 | 1.23 | 1.22 | 1.13 | 1.17 | 1.19 | 1.01 | 1.2 | 1.55 | 1.13 | 1.13 | 1.39 | 1.29 | 1.3 | 1.25 | 0.77 | 1.25 | 1.03 | 0.75 | 0.9 | 0.92 | -1.03 | 0.89 | 0.1 |
RSquared | NA | 0.27 | 0.35 | 0.49 | 0.46 | 0.47 | NA | NA | 0.15 | 0.43 | 0.64 | 0.31 | 0.48 | 0.42 | 0.43 | 0.35 | 0.54 | 0.66 | 0.6 | 0.64 | 0.62 | 0.8 | 0.74 | 0.76 | 0.73 | 0.64 | 0.5 | 0.4 | 0.41 | 0.64 | 0.73 | 0.52 | 0.25 | 0.21 | 0.34 | 0.19 | 0.3 | 0.15 | 0.16 | 0.13 | 0.12 | 0.17 | 0.28 | 0.19 | 0.18 | 0.15 | 0.07 | 0.01 | 0.0 | 0.0 |
Yield(%) | N/A | 2.1 | 4.7 | 4.0 | 3.2 | 2.5 | 5.7 | 5.1 | N/A | 3.3 | 3.5 | 4.6 | 4.3 | 3.5 | 8.6 | 2.1 | 2.0 | 1.1 | 1.8 | 1.0 | 4.2 | 2.7 | 0.8 | 5.8 | 0.7 | 0.6 | 0.5 | 3.5 | 0.7 | 0.8 | 0.7 | 0.6 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -31.1 | 3.4 | 12.7 | -19.4 | 111.4 | 767.7 | 5274.3 | N/A | -23.1 | 3.5 | 3.7 | 3.8 | -71.8 | 348.2 | 12.2 | 17.5 | -37.6 | 140.5 | -69.3 | 37.0 | 244.8 | -77.3 | 357.1 | 27.3 | 29.4 | -78.8 | 566.7 | 33.3 | 12.5 | 14.3 | -12.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/1983
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