How long should you hold on to BEN?

Compared to SP500 component stocks for the past 2 years. We compute the median gain for each of the SP500 stocks, as well as BEN. Purple dots are the median of the gain median for holding those SP500 stocks. Light purple area indicates the 25% to 75% of the SP500 stock gain median. Deep purple area covers the 10% to 90% of the SP500 stock gain median.

Last updated 2026-09-05T08:01:40.086372+00:00.

Ownership Length	Average Gain & Rank	Median Gain & Rank	Standard Deviation	Steady Growth Score*
One Single Day	+0.16% #102	+0.19% #85	1.88 #225	+0.08 #92
One Week	+0.69% #109	+0.70% #97	3.75 #203	+0.18 #90
One Month	+3.26% #114	+2.77% #130	8.87 #306	+0.37 #130
3 Months	+9.63% #111	+9.49% #110	14.30 #327	+0.67 #142
6 Months	+16.63% #139	+12.87% #165	14.51 #277	+1.15 #140
One Year	+26.87% #133	+26.32% #141	17.66 #303	+1.52 #139

*Steady Growth Score (SGS) measures the consistency of the gain over the specific ownership length. To consistently grow, the stock needs to have both high average gain and low gain deviation. SGS is then defined as the average gain divided by the standard deviation of the gain.