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CUSIP
353496870
Inception Date
Dec 1, 2008
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

FDYNX Performance Chart

Franklin DynaTech Fund Class C (FDYNX) is up 12.7% since the beginning of the year. FDYNX is currently trading at $160 per share. Investors who bought $1,000 worth of FDYNX shares 5 years ago would now be looking at an investment worth $1,616.


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S&P 500 Index

Returns By Period

Franklin DynaTech Fund Class C (FDYNX) has returned 12.67% so far this year and 29.91% over the past 12 months. Looking at the last ten years, FDYNX has achieved an annualized return of 17.45%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.


Franklin DynaTech Fund Class C

1D
1.09%
1M
7.24%
YTD
12.67%
6M
11.81%
1Y
29.91%
3Y*
24.75%
5Y*
10.08%
10Y*
17.45%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDYNX Monthly Returns History

Based on dividend-adjusted daily data since Sep 16, 1996, FDYNX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2026 with a return of +17.3%, while the worst month was Oct 2008 at -16.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FDYNX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -12.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.30%-5.43%-4.78%17.30%6.91%1.09%12.67%
20252.97%-5.76%-9.98%4.11%11.22%7.41%3.10%0.97%4.93%4.65%-4.28%-0.96%17.74%
20244.08%8.34%1.49%-5.14%5.22%7.15%-3.07%2.04%1.90%-0.77%6.94%-0.98%29.60%
202310.35%-0.67%7.09%-1.81%7.61%5.84%4.04%-1.77%-6.81%-3.56%13.65%4.60%43.35%
2022-15.46%-3.96%2.21%-15.36%-2.84%-7.78%13.16%-6.20%-10.98%3.18%4.30%-7.45%-40.76%
20210.38%2.18%-4.85%6.95%-3.06%8.71%2.72%5.38%-6.05%7.07%-3.30%-3.58%11.67%

Benchmark Metrics

Franklin DynaTech Fund Class C has an annualized alpha of 2.84%, beta of 0.98, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since September 17, 1996.

  • This fund captured 108.84% of S&P 500 Index gains but only 98.58% of its losses - a favorable profile for investors.
  • This fund generated an annualized alpha of 2.84% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 0.98 and R2 of 0.77, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
2.84%
Beta
0.98
0.77
Upside Capture
108.84%
Downside Capture
98.58%

Expense Ratio

FDYNX has a high expense ratio of 1.52%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FDYNX ranks 23 for risk / return — below 23% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FDYNX Risk / Return Rank: 2323
Overall Rank
FDYNX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
FDYNX Sortino Ratio Rank: 2424
Sortino Ratio Rank
FDYNX Omega Ratio Rank: 2626
Omega Ratio Rank
FDYNX Calmar Ratio Rank: 1717
Calmar Ratio Rank
FDYNX Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Franklin DynaTech Fund Class C (FDYNX) and compare them to S&P 500 Index.


FDYNXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.53

2.39

-0.85

Sortino ratio

Return per unit of downside risk

2.05

3.25

-1.20

Omega ratio

Gain probability vs. loss probability

1.27

1.43

-0.16

Calmar ratio

Return relative to maximum drawdown

1.51

3.11

-1.60

Martin ratio

Return relative to average drawdown

4.68

14.38

-9.71

Dividends

Dividend History

Franklin DynaTech Fund Class C provided a 12.99% dividend yield over the last twelve months, with an annual payout of $20.80 per share.


0.00%5.00%10.00%15.00%$0.00$5.00$10.00$15.00$20.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$20.80$20.80$0.00$0.00$0.00$2.22$0.00$0.66$1.91$1.16$1.69$1.20

Dividend yield

12.99%14.64%0.00%0.00%0.00%1.76%0.00%0.90%3.51%2.10%4.16%2.85%

Monthly Dividends

The table displays the monthly dividend distributions for Franklin DynaTech Fund Class C. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$20.80$20.80
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.22$2.22

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Franklin DynaTech Fund Class C. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Franklin DynaTech Fund Class C was 52.51%, occurring on Oct 9, 2002. Recovery took 1256 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-52.51%Oct 2002
2y 6mo4y 12mo
7y 6moMar 2000 - Oct 2007
Financial crisis2007–2009
-50.83%Mar 2009
1y 4mo1y 10mo
3y 2moNov 2007 - Jan 2011
Bear market2022
-48.64%Oct 2022
11mo 1d2y 25d
2y 11moNov 2021 - Nov 2024
COVID crash2020
-29.84%Mar 2020
1mo 2d2mo 7d
3mo 9dFeb 2020 - May 2020
2025 selloff2025
-26.35%Apr 2025
2mo 14d2mo 19d
5mo 3dJan 2025 - Jun 2025

Drawdown Indicators


FDYNXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-52.51%

-56.78%

+4.27%

Max Drawdown (1Y)

Largest decline over 1 year

-20.72%

-9.10%

-11.62%

Max Drawdown (3Y)

Largest decline over 3 years

-26.35%

-18.90%

-7.45%

Max Drawdown (5Y)

Largest decline over 5 years

-48.64%

-25.43%

-23.21%

Max Drawdown (10Y)

Largest decline over 10 years

-48.64%

-33.92%

-14.72%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-14.30%

-10.72%

-3.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.68%

1.97%

+4.71%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FDYNX

Add Franklin DynaTech Fund Class C to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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