Seasonality
BEN seasonality — Franklin Resources
Over the last 11 years, BEN's strongest month on average has been November (+7.4%) and its weakest March (-4.9%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +2.49% | +0.12% | 50% | +18.3% | -10.6% | 10 |
| Feb | -2.36% | -3.00% | 30% | +10.1% | -14.0% | 10 |
| Mar | -4.92% | -5.51% | 30% | +13.1% | -23.3% | 10 |
| Apr | +1.14% | +0.56% | 50% | +26.9% | -18.8% | 10 |
| May | +2.45% | +1.74% | 60% | +15.3% | -10.7% | 10 |
| Jun | +2.61% | +7.22% | 60% | +11.2% | -13.9% | 10 |
| Jul | +2.55% | +1.20% | 70% | +17.8% | -7.6% | 10 |
| Aug | -3.79% | -4.24% | 40% | +9.8% | -19.5% | 10 |
| Sep | -4.49% | -5.07% | 20% | +9.8% | -17.4% | 10 |
| Oct | -1.05% | -1.87% | 40% | +9.0% | -7.9% | 10 |
| Nov | +7.40% | +8.82% | 78% | +17.3% | -0.2% | 9 |
| Dec | +1.32% | +0.38% | 50% | +20.1% | -12.5% | 10 |
Monthly returns heat map — BEN
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.4 | -0.3 | -11.0 | 26.9 | 3.5 | 7.2 | 1.8 | 0.9 | -5.9 | -1.5 | 6.6 | +41.2% | |
| 2025 | 9.6 | -8.9 | -4.9 | -2.5 | 15.3 | 10.2 | 0.6 | 6.9 | -9.9 | -2.2 | -0.1 | 5.8 | +17.7% |
| 2024 | -10.6 | 3.1 | 2.4 | -18.8 | 3.3 | -5.3 | 2.3 | -11.5 | -0.4 | 3.1 | 9.6 | -10.8 | -31.9% |
| 2023 | 18.3 | -5.5 | -8.6 | -0.2 | -10.7 | 11.2 | 9.5 | -8.6 | -8.1 | -7.3 | 8.8 | 20.1 | +12.9% |
| 2022 | -4.5 | -7.0 | -6.1 | -11.9 | 10.1 | -13.9 | 17.8 | -5.0 | -17.4 | 9.0 | 14.3 | -1.6 | -21.2% |
| 2021 | 5.2 | -0.5 | 13.1 | 1.4 | 14.0 | -6.5 | -7.6 | 9.8 | -8.4 | 6.0 | 2.9 | 3.4 | +34.0% |
| 2020 | -2.6 | -14.0 | -23.3 | 12.9 | 0.2 | 11.1 | 0.4 | 0.1 | -3.4 | -7.9 | 17.3 | 13.6 | -3.8% |
| 2019 | -0.2 | 10.1 | 1.6 | 4.4 | -8.0 | 9.4 | -6.2 | -19.5 | 9.8 | -4.5 | -0.2 | -5.5 | -12.4% |
| 2018 | -2.1 | -8.8 | -10.3 | -3.0 | -0.2 | -4.5 | 7.1 | -7.5 | -4.2 | 0.3 | 11.1 | -12.5 | -31.6% |
| 2017 | 0.4 | 8.3 | -2.1 | 2.3 | -3.1 | 7.2 | -0.0 | -3.5 | 3.0 | -5.3 | 2.9 | -0.1 | +9.5% |
| 2016 | 0.8 |