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Franklin Resources, Inc. (BEN) Total Return Calculator with Dividends Reinvested

Franklin Resources, Inc.

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The total return for Franklin Resources, Inc. (BEN) stock is +61.73% over the past 12 months. So far it's up 32.31% this year. The 5-year total return is +9.65%, meaning $10,000 invested in BEN stock 5 years ago would be worth $10,965 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in BEN 1 year ago, it would be worth $16,398 today — you'd have gained $6,398 with dividends reinvested.

With Dividends Reinvested$16,398+63.98%

Price Only (No DRIP)$15,526+55.26%

Dividend Boost+$8734 payments · +8.73% extra

Period2025-05-06 → 2026-05-06

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in BEN

1Y$16,173+$6,173 (+61.7%)61.7% CAGR

3Y$13,778+$3,778 (+37.8%)11.3% CAGR

5Y$10,965+$965 (+9.7%)1.9% CAGR

10Y$12,471+$2,471 (+24.7%)2.2% CAGR

15Y$11,771+$1,771 (+17.7%)1.1% CAGR

20Y$16,883+$6,883 (+68.8%)2.7% CAGR

30Y$86,814+$76,814 (+768.1%)7.5% CAGR

Dividend Reinvestment History (4)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2025-06-27	$0.32	$23.82	+0.013434
2025-09-30	$0.32	$23.13	+0.014021
2025-12-30	$0.33	$23.86	+0.014210
2026-03-31	$0.33	$23.62	+0.014553

Loading BEN total return...

As of 2026-05-06

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	+32.31%	—	+30.92%	+1.39 pp	$13,231
1Y	+61.73%	61.73%	+55.26%	+6.48 pp	$16,173
3Y	+37.78%	11.27%	+22.87%	+14.91 pp	$13,778
5Y	+9.65%	1.86%	-8.30%	+17.95 pp	$10,965
10Y	+24.71%	2.23%	-13.68%	+38.39 pp	$12,471
15Y	+17.71%	1.09%	-25.97%	+43.68 pp	$11,771
20Y	+68.83%	2.65%	+1.50%	+67.33 pp	$16,883
30Y	+768.14%	7.47%	+406.67%	+361.47 pp	$86,814

Risk & Highlights

Best Year+94.24%1997

Worst Year-43.91%2008

Max Drawdown-19.21%2026-02-10 → 2026-03-27 · Recovered 2026-04-28

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	+12.90%	+11.51%	+1.4pp	+0.41%	+12.5pp
2025	+25.02%	+18.62%	+6.4pp	+16.64%	+8.4pp
2024	-25.40%	-30.73%	+5.3pp	+24.00%	-49.4pp
2023	+13.16%	+9.85%	+3.3pp	+24.81%	-11.6pp
2022	-17.54%	-21.04%	+3.5pp	-19.95%	+2.4pp

BEN outperformed the S&P 500 by 30.41pp over the past year (+61.73% vs +31.32%).

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BEN Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
BENFranklin Resources, Inc.	$16.2B	+33.2%	+32.3%	+61.7%	+6.5pp	+37.8%	+9.7%	+24.7%
IVZInvesco Ltd.	$12.2B	+19.5%	+2.3%	+98.8%	+5.9pp	+83.0%	+10.6%	+23.3%
TROWT. Rowe Price Group, Inc.	$23.1B	+18.8%	+2.7%	+23.4%	+5.7pp	+13.9%	-29.2%	+96.8%
AMGAffiliated Managers Group, Inc.	$8.2B	+14.5%	+5.9%	+77.3%	+0.0pp	+115.6%	+75.1%	+89.4%
VRTSVirtus Investment Partners, Inc.	$960M	+11.8%	-8.8%	-4.2%	+5.9pp	+1.1%	-34.8%	+159.1%
DHILDiamond Hill Investment Group, Inc.	$473M	+2.0%	+2.8%	+35.2%	+6.3pp	+22.4%	+28.7%	+52.8%
BLKBlackRock, Inc.	$166.5B	+11.9%	-0.5%	+19.7%	+2.3pp	+76.6%	+35.2%	+246.4%
STTState Street Corporation	$42.7B	+16.2%	+18.5%	+70.3%	+3.6pp	+131.9%	+88.8%	+191.1%
APAMArtisan Partners Asset Management Inc.	$2.7B	+4.6%	-4.8%	+5.1%	+9.8pp	+47.1%	-1.5%	+128.8%
MORNMorningstar, Inc.	$6.4B	-5.1%	-19.8%	-42.2%	+0.7pp	-7.7%	-32.8%	+120.3%
SCHWThe Charles Schwab Corporation	$163.7B	-0.9%	-9.0%	+12.6%	+1.4pp	+100.1%	+35.5%	+264.3%

Compare:BEN vs IVZ BEN vs TROW BEN vs AMG BEN vs IVZ vs TROW

About BEN Dividend Returns

Franklin Resources, Inc. (BEN) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of BEN over the past year?

Franklin Resources, Inc. (BEN) delivered a total return of 61.73% over the past year when dividends are reinvested. The price-only return was 55.26%, meaning dividends contributed an additional 6.48 percentage points to total returns.

Q2How much would $10,000 invested in BEN be worth today?

A $10,000 investment in Franklin Resources, Inc. one year ago would be worth $16,173 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $15,526. Dividend reinvestment added $648 to the portfolio value.

Q3Does BEN pay dividends?

Yes, Franklin Resources, Inc. (BEN) pays dividends. In the last year, BEN paid approximately $1.33 per share in dividends (4.26% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did BEN beat the S&P 500?

Yes, Franklin Resources, Inc. (BEN) outperformed the S&P 500 by 30.41 percentage points over the past year. BEN delivered a total return of 61.73%, compared to the S&P 500's 31.32%. This 30.41pp alpha means investors in BEN earned more than a passive S&P 500 index fund.

Q5What is BEN's worst drawdown?

Franklin Resources, Inc. (BEN) experienced a maximum drawdown of -19.21% over the past year, declining from its peak on 2026-02-10 to its trough on 2026-03-27. The stock recovered to its prior peak by 2026-04-28. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is BEN's long-term total return over 10, 20, or 30 years?

Here are Franklin Resources, Inc. (BEN)'s long-term returns with dividends reinvested. Over 10 years, the total return is 24.7% (2.2% CAGR) — $10,000 would have grown to $12,471. Over 20 years: 68.8% total return (2.7% CAGR) — $10,000 → $16,883. Over 30 years: 768.1% total return (7.5% CAGR) — $10,000 → $86,814. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was BEN's best and worst year?

Franklin Resources, Inc.'s best calendar year was 1997 with a total return of 94.2%. Its worst year was 2008 with a total return of -43.9%. This range shows the volatility investors should expect — the difference between the best and worst year is 138.1 percentage points.