Analysis for Franklin Resources
Analysis summary
Franklin Resources (BEN) currently has a total score of 39 points, placing it in the weak range. The score is made up of Performance (23), Stability (43) and Trend (75). The profile is clearly uneven: Trend stands out while Performance lags.
Performance scores 23 points (weak). Key strength: 1Y return at 34.2 %. Main drag: 10Y return at -16.3 %. This points to a sharper upswing more recently.
Stability scores 43 points (neutral). Key strength: return/volatility ratio at 1.17. Weaker metric: CAGR/drawdown ratio at -0.02. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 75 points (strong). Key strength: trend strength at 0.86. Even the weakest metric remains solid in absolute terms: SMA200 distance at 14.2 %.
Overall, the profile has a clear strength in Trend, while Performance is the main limiter. On a metric level, trend strength stands out, while 10Y return lags.
(Historical evaluation, not investment advice.)
Metrics
Stability
FAQ
- What investor type does Franklin Resources fit best in FoxScore?
- Franklin Resources fits a trend/momentum-oriented investor type in FoxScore: trend is clearly the strongest sub-score. This can be useful if you follow trends — but pay close attention to stability (drawdowns/volatility) because trend signals can flip quickly.
- How meaningful is the available history for Franklin Resources?
- Franklin Resources currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.