Franklin Resources investment calculator
Explore historical returns for Franklin Resources.
Your investment
Custom prices & fees
Held as cash, not reinvested
Assumed reinvested into more shares (included in Final value).
No dividends for this asset in the selected period.
Chart options
Calculation details Cash dividends · Dividends, taxes and fees excluded.
This calculator uses historical price returns. Dividends are not included unless stated otherwise.
End-of-day close prices (cached). Shared links keep inputs in the URL fragment (#share=…).
Historical performance
Standard lookback periods for a $1,000 reference investment. Separate from the scenario you run in the calculator above.
| Period | Price return | Value of $1,000 | Annualized return |
|---|---|---|---|
| 1 month | +0.5% | $1,005.00 | — |
| 1 year | +36.9% | $1,368.80 | +36.9% |
| 5 years | +13.3% | $1,133.30 | +2.5% |
| All available data | -20.1% | $798.70 | -1.5% |
Based on historical daily prices. Default is price return; total return and cash dividends are available when dividend/adjusted-close data exists. Excludes taxes, fees, slippage, and spreads.
Explore another scenario
Hypothetical projection based on historical growth
Illustrative estimateThis is not a prediction. It simply extends one historical growth assumption into the future.
Future returns may be higher or lower than historical returns.
Projected annual growth: —
Historical growth-based estimate
Illustrative projected prices
Assuming the modeled growth rate continues
Based on historical performance. Not a guarantee.
About Franklin Resources (BEN)
- What it is: Franklin Resources (BEN) is a publicly listed company whose shares trade on public markets. This page uses available historical daily closing prices to illus…
- Market / category: Publicly traded stock
- What this calculator measures: This calculator measures hypothetical historical ROI, profit or loss, CAGR, and drawdown using daily closing prices for your selected dates and amount.
- Important limitations: This calculator shows historical results only and is for educational purposes; it does not evaluate whether this company is a good or bad investment.
Learn how returns are calculated in Methodology and how market data is handled in Data Sources.
Understand your results
- ROI is the total percentage gain or loss between your selected start and end dates.
- CAGR annualizes return over the full selected period for one-time investments.
- Maximum drawdown is the largest peak-to-trough decline during the period, where available.
- Past performance does not guarantee future results. Fees and taxes are excluded. Dividends appear in total-return mode or as cash Dividends paid when data is available.
FAQ
What does the Franklin Resources ROI calculator show?
It estimates hypothetical historical returns for Franklin Resources based on daily closing prices for your chosen investment amount and date range. Results include ROI, profit or loss, ending value, CAGR, and drawdown metrics where available.
How is Franklin Resources ROI calculated?
Cash dividends mode uses end-of-day closing prices on your buy and sell dates and keeps dividends as cash. Reinvest dividends mode (when available) uses dividend- and split-adjusted closes. Fees and taxes are excluded unless stated.
Does this include dividends, fees, taxes, or spreads?
Default mode is Cash dividends. Where Yahoo dividend and adjusted-close data exist, you can switch to Reinvest dividends (dividends assumed reinvested) and compare both bases. Trading fees and taxes are not included.
Can I compare Franklin Resources with another asset?
Yes. Use the compare links on this page or open the Asset Comparison Tool to compare Franklin Resources (BEN) with stocks, ETFs, crypto, indexes, or commodities using historical data.
Is this historical performance financial advice?
No. This is an educational calculator for research and learning. Past performance does not guarantee future results and should not be treated as a recommendation to buy, sell, or hold Franklin Resources.
Where does the price data come from?
Historical daily prices are sourced from third-party market data providers (primarily Yahoo Finance and Stooq) where available. See our Data Sources page for more detail.
Prices from: to
Price data: Historical daily closing prices.
Calculation type: Educational simulation, not financial advice.