Franklin Resources, Inc. (BEN) Growth of $10K (Lump Sum & DCA)BENFranklin Resources, Inc.NYSEFinancials$32.50+$0.38 +1.18%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$14,941+$4,941 · +49.41%
Total invested$10,000
Annualised (CAGR)+4.10%
Max drawdown-60.21%
SIP · Monthly122 contributions
$100 every month
$18,355+$6,155 · +50.45%
Total invested$12,200
Money-weighted (XIRR)+7.95%
Max drawdown-39.49%
SIP · Biweekly261 contributions
$100 every two weeks
$39,406+$13,306 · +50.98%
Total invested$26,100
Money-weighted (XIRR)+8.04%
Max drawdown-38.70%
Best 12-month stretch+103.84%May 2020 → May 2021
Worst 12-month stretch-53.29%Apr 2019 → Mar 2020
Deepest drawdown-60.21%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,850on $10,000, trailing 10 years
Growth of your contributions
It would be worth$33,296after your settings in BEN
Profit+$11,096+49.98% on money in
Annualised return+5.53%Money-weighted (XIRR)
Deepest dip-50.75%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.47% | -3.75% | +41.71% | +43.31% | +16.73% p.a. | +6.79% p.a. | +4.10% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +10.74% | +11.58% | -21.79% | -14.13% | +5.06% | +38.88% | -17.52% | +16.96% | -26.78% | +23.56% | +41.37% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,388 | +$1,088 | +10.57% |
| 2017 | $11,500 | $13,938 | +$2,438 | +21.20% |
| 2018 | $12,800 | $12,110 | -$690 | -5.39% |
| 2019 | $14,000 | $11,406 | -$2,594 | -18.53% |
| 2020 | $15,200 | $13,473 | -$1,727 | -11.36% |
| 2021 | $16,400 | $20,042 | +$3,642 | +22.21% |
| 2022 | $17,600 | $17,758 | +$158 | +0.90% |
| 2023 | $18,800 | $22,130 | +$3,330 | +17.71% |
| 2024 | $20,100 | $17,384 | -$2,716 | -13.51% |
| 2025 | $21,300 | $22,829 | +$1,529 | +7.18% |
| 2026 (YTD) | $22,200 | $33,296 | +$11,096 | +49.98% |