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FDYZX: Franklin DynaTech Adv (MUTUAL FUND)
Basic Info 133.96 0.19(0.14%) November 23
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 11/10/2010 |
| Last Dividend Date: | 12/02/2019 |
| 12-Mo. Yield | 1.57% |
| Expenses | 0.72% |
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Performance Analytics (As of 11/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.4 | 46.2 | 51.8 | 26.5 | 23.6 | 18.7 | 18.6 | 36.7 | 3.1 | 39.7 | 1.5 | 8.7 | 7.5 | 40.0 | 15.7 | -2.3 | 2.5 |
| SR | NA | 1.4 | 1.42 | 0.98 | 1.02 | 0.91 | 0.9 | 2.09 | 0.07 | 3.85 | 0.08 | 0.52 | 0.44 | 3.0 | 1.04 | -0.09 | 1.31 |
| DD(%) | NA | 29.8 | 29.8 | 29.8 | 29.8 | 29.8 | 29.8 | 9.2 | 23.7 | 4.7 | 17.9 | 13.2 | 14.4 | 6.5 | 12.4 | 20.3 | 4.1 |
| SD(%) | NA | 37.3 | 35.4 | 26.4 | 22.3 | 20.3 | 20.3 | 16.9 | 23.2 | 10.2 | 16.9 | 16.9 | 17.0 | 13.3 | 15.1 | 25.8 | 14.5 |
| TR | NA | 0.53 | 0.51 | 0.26 | 0.23 | 0.18 | 0.18 | 0.44 | 0.02 | 0.35 | 0.01 | 0.09 | 0.06 | 0.37 | 0.16 | -0.02 | 0.19 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.03 | 0.01 | -0.01 | -0.01 | -0.02 |
| Beta(%) | NA | 0.98 | 0.98 | 0.98 | 0.99 | 1.0 | 1.0 | 0.81 | 1.1 | 1.11 | 1.12 | 1.01 | 1.18 | 1.07 | 1.01 | 0.96 | 1.03 |
| RS | NA | 0.97 | 0.97 | 0.93 | 0.93 | 0.93 | 0.93 | 0.73 | 0.98 | 0.89 | 0.96 | 0.94 | 0.89 | 0.92 | 0.94 | 0.97 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
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- LGLIX (Lord Abbett Growth Leaders I) 0.72% (99%)
- FDYZX (Franklin DynaTech Adv) 0.14% (98%)
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Best ETFs
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Best Closed End Funds
- MSP (Madison Strategic Sector Prem Common) (89%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 1.18% (26%)
- FXBY (Foxby Corp Common) (21%)
- GAM (General American Investors) 0.57% (12%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.07% (10%)
- EOS (Eaton Vance Enhanced Equity Income II) 0.10% (10%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 1.26% (7%)
- EOI (Eaton Vance Enhanced Equity Income) 0.32% (5%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.63% (4%)
- JCE (Nuveen Core Equity Alpha) 0.59% (2%)
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