Nasdaq - Delayed Quote USD

Franklin DynaTech Adv (FDYZX)

170.01 +2.93 (+1.75%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 19.57%
5y Average Return 14.68%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Jun 11, 2024) 58.08%
Worst 1Y Total Return (Jun 11, 2024) --
Best 3Y Total Return 58.08%
Worst 3Y Total Return -0.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FDYZX
Category
YTD
14.69%
12.38%
1-Month
5.30%
5.09%
3-Month
1.55%
10.28%
1-Year
33.32%
41.70%
3-Year
3.35%
22.56%
5-Year
14.74%
21.98%
10-Year
15.53%
15.99%
Last Bull Market
36.59%
25.99%
Last Bear Market
-23.97%
-17.29%

Annual Total Return (%) History

Year
FDYZX
Category
2024
--
--
2023
44.78%
--
2022
-40.16%
--
2021
12.86%
--
2020
58.08%
35.86%
2019
36.70%
31.90%
2018
3.07%
-2.09%
2017
39.68%
27.67%

2016
1.51%
3.23%
2015
8.74%
3.60%
2014
7.47%
10.00%
2013
40.01%
33.92%
2012
15.73%
15.34%
2011
-2.25%
-2.46%
2010
18.82%
15.53%
2009
47.49%
35.68%
2008
--
-40.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.71% -- -- --
2023 17.68% 12.12% -4.53% 14.95%
2022 -16.80% -23.97% -5.26% -0.13%
2021 -2.16% 12.99% 1.95% 0.14%
2020 -9.83% 35.14% 12.48% 15.34%
2019 21.93% 6.70% -2.60% 7.87%
2018 6.98% 6.75% 8.89% -17.11%
2017 13.47% 8.37% 7.64% 5.52%
2016 -5.97% 2.62% 10.53% -4.82%
2015 5.49% 1.82% -6.94% 8.78%

2014 -1.15% 3.29% 1.54% 3.67%
2013 8.68% 2.22% 14.32% 10.24%
2012 18.75% -5.59% 5.56% -2.21%
2011 6.16% 1.49% -14.76% 6.44%
2010 4.42% -11.24% 15.37% 11.12%
2009 -0.12% 16.29% 15.65% 9.79%
2008 -15.36% -23.38% -- --

Rank in Category (By Total Return)

YTD 27
1-Month 48
3-Month 66
1-Year 39
3-Year 81
5-Year 64

Load Adjusted Returns

1-Year 33.32%
3-Year 3.35%
5-Year 14.74%
10-Year 15.53%

Performance & Risk

YTD Return 19.57%
5y Average Return 14.68%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Franklin Templeton Investments
Net Assets 24.14B
YTD Return 14.69%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1968

Fund Summary

The fund invests primarily in equity securities of companies that the investment manager believes are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy. It invests predominantly in common stock. The investment manager may invest in companies in any economic sector or of any market capitalization and may invest in companies both inside and outside of the United States.

Related Tickers