Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FTDZX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND ADVISOR CLASS) 4.61% 67.34% 23.88% 9.71% 9.57% 12.24% NA
Data as of 06/04/2026, Common starting date is 09/02/2009
More Performance Analytics Comparison
Name Start Date End Date
FTDZX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND ADVISOR CLASS) 09/02/2009 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 2009
Annualized Return (%) -2.88 67.34 23.88 9.71 9.57 12.24 NA 4.61 40.06 4.32 18.70 -12.43 -17.25 30.18 35.33 -15.57 19.13 -16.92 5.98 34.13 69.21 29.72 -5.22 17.64 2.86
Sharpe Ratio NA 3.19 1.05 0.34 0.35 NA NA 0.73 1.45 0.04 0.83 -0.47 -0.75 0.85 1.48 -0.64 1.02 -0.55 0.20 1.23 3.26 1.66 -0.18 0.91 0.57
Standard Deviation(%) NA 22.65 22.13 23.29 24.90 NA NA 24.99 26.24 19.50 18.28 29.36 23.02 35.14 22.85 26.49 18.15 31.15 29.20 27.79 21.23 18.09 28.76 19.30 15.68
Draw Down(%) NA 7.73 28.49 39.28 47.01 NA NA 7.73 22.02 13.80 13.17 29.29 30.13 28.30 17.38 29.46 12.93 29.74 28.33 24.02 12.14 12.56 22.15 18.65 11.57
Yield(%) 0.00 15.10 8.58 6.04 7.22 11.54 11.60 0.00 14.32 8.73 0.00 0.32 10.24 16.10 11.17 2.90 2.68 3.90 7.97 5.01 10.18 0.11 1.02 0.00 0.00
Data as of 06/04/2026, Common starting date is 09/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTDZX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND ADVISOR CLASS) -9.32%
Nov 2020 – Nov 2023
-1.71%
Mar 2015 – Mar 2020
0.94%
May 2015 – May 2025
9.66%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTDZX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND ADVISOR CLASS) 43.90%
May 2012 – May 2015
32.94%
Jun 2010 – Jun 2015
16.74%
Jun 2010 – Jun 2020
13.27%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return