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FDYZX

Franklin DynaTech Fund Advisor Class

Mutual fund

$225.45+2.89 (+1.30%)Close Oct 2, 2026

May 15, 2008 – Oct 2, 2026, Dividends reinvested

Final balance
$98,502
CAGR
+13.25%
Max drawdown
−51.86%
Sharpe ratio
0.64

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Growth of $10,000

Trailing returns

Annualized from 3Y
1M
+7.76%
3M
+6.90%
6M
+27.07%
YTD
+14.65%
1Y
+13.23%
3Y
+26.86%
5Y
+9.02%
10Y
+17.83%
15Y
+17.40%
Since 2008
+13.25%

Metrics

Since 2008
Volatility23.80%
Sortino ratio0.90
Calmar ratio0.26
Best year, 2020+58.08%
Worst year, 2022−40.16%
Positive years15 of 17
Longest drawdown2.6 years

Worst drawdowns

Since 2008
DeclinePeakBottomRecoveredLength
−51.9%Jun 2008Mar 2009Jan 20112.6 years
−48.2%Nov 2021Oct 2022Jul 20242.6 years
−29.8%Feb 2020Mar 2020May 20203 months
−26.2%Jan 2025Apr 2025Jun 20255 months
−23.6%Aug 2018Dec 2018Mar 20197 months

Annual returns

2008 from May 15 · 2026 through Oct 2