Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDTRX (FRANKLIN DYNATECH FUND CLASS R6) | 11.97% | 28.24% | 25.55% | 10.99% | 18.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDTRX (FRANKLIN DYNATECH FUND CLASS R6) | 06/27/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 28.24 | 25.55 | 10.99 | 18.56 | NA | NA | … | … | 11.97 | 18.97 | 31.01 | 44.92 | -40.07 | 12.90 | 58.22 | 36.84 | 3.22 | 39.87 | 1.63 | 8.96 | 7.56 | 25.75 |
| Sharpe Ratio | NA | 1.40 | 0.99 | 0.32 | 0.69 | NA | NA | … | … | 1.24 | 0.59 | 1.26 | 2.13 | -1.13 | 0.54 | 1.63 | 2.09 | 0.08 | 3.86 | 0.08 | 0.53 | 0.44 | 4.33 |
| Standard Deviation(%) | NA | 20.38 | 23.31 | 26.23 | 24.63 | NA | NA | … | … | 23.61 | 27.42 | 21.78 | 19.54 | 36.84 | 24.00 | 35.37 | 16.90 | 23.22 | 10.21 | 16.87 | 16.90 | 17.01 | 13.05 |
| Draw Down(%) | NA | 20.39 | 26.19 | 48.10 | 48.10 | NA | NA | … | … | 17.43 | 26.19 | 14.42 | 14.15 | 42.90 | 18.08 | 29.76 | 9.14 | 23.60 | 4.64 | 17.87 | 13.22 | 14.41 | 4.77 |
| Yield(%) | 0.00 | 10.78 | 5.54 | 3.09 | 5.73 | 5.88 | 4.41 | … | … | 0.00 | 11.15 | 0.00 | 0.00 | 0.00 | 1.53 | 0.00 | 0.97 | 2.78 | 2.32 | 3.46 | 2.55 | 3.59 | 4.82 |
Data as of 06/04/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDTRX (FRANKLIN DYNATECH FUND CLASS R6) |
-1.21%
Oct 2020 – Oct 2023 |
6.82%
Feb 2021 – Feb 2026 |
12.54%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDTRX (FRANKLIN DYNATECH FUND CLASS R6) |
35.04%
Oct 2018 – Oct 2021 |
29.97%
Oct 2016 – Oct 2021 |
18.72%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart