All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BEN: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

BEN real return snapshot: after CPI-U inflation, BEN returned +62.38% over the past year and +48.90% YTD, with dividends reinvested. Since Sep. 23, 1983, BEN is up +72,951.18% in real purchasing-power return, or +16.52%/yr, and is currently −26.82% below its real total-return high on Dec. 8, 2014.

Data ending Mon Nov. 9, 2026

Growth of $10,000

Fri 1983-09-23💬 to Mon 2026-11-09 Overall
Return 		Exponential
Trendline
BEN × 		+72,951.18%
+16.52%/yr 		+10.71%/yr
R2=0.694
Franklin Resources Inc NYSE Common Stock

Growth of $10,000 Summary

Fri 1983-09-23💬 to Mon 2026-11-09 Start
Value 		End
Value
BEN × 		$10,000.00
1983-09-23 		$7,305,118.16
2026-11-09

This Year’s Performance

through 2026-11-09

  YTD YoY
BEN × 		+48.90% +62.38%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BEN × 		−26.82%
on 2026-11-09
from 2014-12-08 peak 		−73.31%
on 2009-03-06
from 2007-07-17 peak

Rolling Returns

Period ending Mon 2026-11-09 1 yr 2 yr 3 yr 5 yr 10 yr
BEN × 		+62.38% +77.23%
+33.13%/yr 		+66.19%
+18.45%/yr 		+5.46%
+1.07%/yr 		+9.91%
+0.95%/yr

Annual Returns

Year BEN
2026 (YTD) +48.90%
2025 +21.51%
2024 −29.25%
2023 +13.17%
2022 −22.53%
2021 +29.75%
2020 +0.10%
2019 −11.31%
2018 −24.77%
2017 +9.27%
2016 +7.53%
2015 −33.01%
2014 −3.08%
2013 +36.84%
2012 +32.83%
2011 −13.49%
2010 +4.92%
2009 +67.25%
2008 −43.77%
2007 +0.31%
2006 +14.90%
2005 +35.09%
2004 +30.38%
2003 +51.06%
2002 −4.87%
2001 −8.31%
2000 +15.73%
1999 −1.73%
1998 −27.19%
1997 +88.43%
1996 +32.34%
1995 +39.12%
1994 −23.69%
1993 +28.46%
1992 +21.53%
1991 +83.51%
1990 +1.11%
1989 +84.59%
1988 +23.83%
1987 −27.46%
1986 +63.38%
1985 +1,449.95%
1984 −18.23%
1983 +8.82%