Franklin Resources (BEN): analysis and statistics
Return, volatility, Sharpe ratio and risk for Franklin Resources, an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $33.16 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +10.10% |
| Total return over period | +33.26% |
| Annualized volatility | 30.01% |
| Sharpe ratio | 0.21 |
| Sortino ratio | 0.31 |
| Max drawdown | -40.01% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.19% |
| Correlation with the S&P 500 | 0.55 |
| Period range | $15.60 – $34.44 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Franklin Resources (BEN) has posted an annualized return of +10.10% with annual volatility of 30.01%, a Sharpe ratio of 0.21. Its worst stretch (max drawdown from a peak) was -40.01%. Its correlation with the S&P 500 is 0.55, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how BEN would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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