Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEN (Franklin Resources, Inc.) | 35.78% | 58.24% | 14.53% | 2.74% | 3.80% | 2.37% | 3.80% | … | … |
Data as of 06/04/2026, Common starting date is 09/23/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEN (Franklin Resources, Inc.) | 09/23/1983 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | 2.44 | 58.24 | 14.53 | 2.74 | 3.80 | 2.37 | 3.80 | … | … | 35.78 | 24.76 | -27.21 | 16.96 | -17.52 | 38.88 | 1.46 | -9.29 | -23.85 | 11.58 | 9.75 | -32.51 | -2.35 | 38.89 | 35.14 | -10.92 | 6.49 | 71.80 | -43.72 | 4.41 | 17.80 | 39.72 | 34.62 | 53.90 | -2.61 | -6.89 | 19.65 | 0.20 | -26.38 | -15.23 | 35.73 | 41.40 | -22.34 | 31.07 | 23.89 | 86.78 | 5.83 | 90.56 | 26.76 | -16.27 | 6.00 | 1,182.06 | -30.36 | 9.38 |
| Sharpe Ratio | NA | 1.77 | 0.36 | 0.02 | 0.04 | NA | NA | … | … | 2.96 | 0.72 | -1.03 | 0.48 | -0.50 | 1.09 | 0.02 | -0.43 | -0.97 | 0.64 | 0.31 | -1.48 | -0.12 | 1.72 | 1.54 | -0.28 | 0.21 | 1.32 | -0.62 | 0.04 | 0.62 | 1.88 | 1.60 | 2.21 | -0.11 | -0.27 | 0.35 | -0.07 | -0.55 | -0.29 | 1.32 | 1.33 | -0.79 | 0.89 | 0.60 | 3.01 | 0.01 | 2.75 | 0.73 | -0.27 | 0.03 | 11.30 | -0.18 | 0.87 |
| Standard Deviation(%) | NA | 26.96 | 30.08 | 31.96 | 32.93 | NA | NA | … | … | 31.66 | 30.67 | 29.80 | 27.79 | 37.75 | 35.70 | 54.56 | 25.22 | 26.09 | 17.04 | 30.94 | 22.05 | 19.77 | 22.61 | 22.94 | 39.22 | 30.35 | 54.41 | 71.66 | 32.71 | 23.23 | 19.94 | 20.96 | 24.04 | 35.23 | 35.22 | 44.21 | 47.27 | 54.00 | 64.67 | 24.10 | 28.07 | 32.02 | 32.30 | 35.07 | 27.42 | 38.17 | 30.77 | 29.87 | 75.96 | 59.32 | 104.13 | 208.78 | 37.93 |
| Draw Down(%) | NA | 19.21 | 40.01 | 47.43 | 62.35 | NA | NA | … | … | 19.21 | 23.83 | 33.44 | 31.89 | 39.23 | 19.34 | 41.85 | 26.98 | 33.26 | 14.06 | 25.16 | 36.30 | 14.20 | 20.24 | 19.45 | 33.99 | 29.79 | 44.78 | 56.56 | 23.99 | 21.44 | 9.35 | 20.86 | 17.39 | 35.89 | 33.60 | 34.58 | 39.03 | 53.98 | 54.09 | 13.40 | 17.97 | 31.66 | 19.61 | 19.83 | 15.89 | 35.79 | 17.55 | 22.47 | 60.38 | 41.20 | 19.75 | 62.37 | 14.08 |
| Yield(%) | 0.00 | 6.09 | 5.03 | 3.41 | 3.81 | 2.98 | 3.48 | … | … | 1.39 | 6.41 | 5.33 | 3.32 | 3.50 | 4.64 | 4.26 | 3.52 | 8.60 | 2.05 | 2.05 | 1.14 | 1.78 | 0.95 | 4.14 | 2.67 | 0.84 | 5.78 | 0.71 | 0.57 | 0.53 | 3.48 | 0.68 | 0.88 | 0.81 | 0.59 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/23/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEN (Franklin Resources, Inc.) |
-23.08%
Feb 2006 – Feb 2009 |
-16.71%
Mar 2015 – Mar 2020 |
-5.93%
Aug 2014 – Aug 2024 |
-1.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEN (Franklin Resources, Inc.) |
138.87%
Feb 1984 – Feb 1987 |
94.01%
Dec 1984 – Dec 1989 |
52.73%
Oct 1983 – Oct 1993 |
34.45%
Nov 1983 – Nov 1998 |
Annualized Rolling Returns Comparison Chart