Seasonal Evaluation for Franklin Resources, Inc. (BEN)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 45.00% | 30.00% | 70.00% |
| Median Return | 1.18% | -2.66% | -3.80% | 2.34% |
| Average Return | 6.87% | 10.60% | 16.46% | 4.47% |
| Maximum Gain | 29.12% | 33.67% | 39.70% | 22.80% |
| Gain Year | 2012 | 2009 | 2009 | 2020 |
| Maximum Loss | -35.76% | -22.28% | -27.15% | -27.63% |
| Loss Year | 2020 | 2010 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 62.50% | 37.50% | 50.00% | 50.00% |
| Median Return | 1.76% | -3.80% | -0.31% | -0.10% |
| Average Return | 5.40% | 12.64% | 8.35% | 6.61% |
| Maximum Gain | 29.12% | 39.70% | 33.67% | 39.70% |
| Gain Year | 2012 | 2009 | 2009 | 2009 |
| Maximum Loss | -35.76% | -27.15% | -35.76% | -27.63% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||