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 +47.87% over the past year and +30.88% YTD, with dividends reinvested. Since Sep. 23, 1983, BEN is up +66,790.21% in real purchasing-power return, or +16.45%/yr, and is currently −35.68% below its real total-return high on Dec. 8, 2014.

Fri 1983-09-23💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
BEN
×
+30.88%
2026-06-09
+47.87%
2026-06-09
Franklin Resources Inc NYSE Common Stock

Returns

Fri 1983-09-23💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
BEN
×
+66,790.21%
+16.45%/yr
+10.99%/yr
(R2=0.698)
Franklin Resources Inc NYSE Common Stock

Growth of $10,000

Fri 1983-09-23💬 to Tue 2026-06-09 Start
Value
End
Value
BEN
×
$10,000.00
1983-09-23
$6,689,020.75
2026-06-09
Franklin Resources Inc NYSE Common Stock

Annual Returns

Year BEN
2026 (YTD) +30.88%
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 +32.84%
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 +45.43%
1994 −23.69%
1993 +28.45%
1992 +21.53%
1991 +83.50%
1990 +1.13%
1989 +84.60%
1988 +23.79%
1987 −27.45%
1986 +63.37%
1985 +1,447.24%
1984 −17.98%
1983 +8.32%

Drawdowns

Fri 1983-09-23💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
BEN
×
−35.68%
from 2014-12-08 peak
−73.31%
2009-03-06
from 2007-07-17 peak
Franklin Resources Inc NYSE Common Stock

Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
BEN
×
+47.87% +46.67%
+21.11%/yr
+29.17%
+8.91%/yr
−5.59%
−1.14%/yr
+8.72%
+0.84%/yr
Franklin Resources Inc NYSE Common Stock