Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDYZX (FRANKLIN DYNATECH FUND ADVISOR CLASS) | 11.93% | 28.13% | 25.44% | 10.88% | 18.43% | 16.18% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDYZX (FRANKLIN DYNATECH FUND ADVISOR CLASS) | 11/10/2010 | 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 28.13 | 25.44 | 10.88 | 18.43 | 16.18 | NA | … | … | 11.93 | 9.50 | 30.90 | 44.78 | -40.16 | 12.81 | 58.08 | 36.68 | 3.12 | 39.66 | 1.44 | 8.79 | 7.42 | 40.01 | 15.73 | -2.25 | 2.46 |
| Sharpe Ratio | NA | 1.39 | 0.99 | 0.32 | 0.69 | NA | NA | … | … | 1.24 | 0.23 | 1.25 | 2.12 | -1.13 | 0.53 | 1.63 | 2.09 | 0.07 | 3.85 | 0.07 | 0.52 | 0.43 | 3.00 | 1.04 | -0.09 | 1.31 |
| Standard Deviation(%) | NA | 20.38 | 23.30 | 26.22 | 24.63 | NA | NA | … | … | 23.61 | 29.02 | 21.75 | 19.55 | 36.84 | 24.00 | 35.38 | 16.88 | 23.23 | 10.18 | 16.90 | 16.89 | 17.03 | 13.34 | 15.14 | 25.77 | 14.50 |
| Draw Down(%) | NA | 20.42 | 26.20 | 48.16 | 48.16 | NA | NA | … | … | 17.45 | 26.20 | 14.43 | 14.17 | 42.97 | 18.08 | 29.76 | 9.16 | 23.64 | 4.67 | 17.89 | 13.25 | 14.43 | 6.48 | 12.44 | 20.27 | 4.15 |
| Yield(%) | 0.00 | 10.95 | 5.62 | 3.13 | 5.76 | 7.06 | 5.69 | … | … | 0.00 | 11.33 | 0.00 | 0.00 | 0.00 | 1.55 | 0.00 | 0.98 | 2.80 | 2.33 | 3.48 | 2.56 | 3.60 | 5.24 | 0.00 | 2.11 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDYZX (FRANKLIN DYNATECH FUND ADVISOR CLASS) |
-1.31%
Oct 2020 – Oct 2023 |
6.71%
Feb 2021 – Feb 2026 |
12.40%
Oct 2013 – Oct 2023 |
14.33%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDYZX (FRANKLIN DYNATECH FUND ADVISOR CLASS) |
34.91%
Oct 2018 – Oct 2021 |
29.82%
Oct 2016 – Oct 2021 |
21.77%
Sep 2011 – Sep 2021 |
15.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart