Franklin DynaTech Fund (FKDNX)
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.
Fund Info
| ISIN | US3534962010 |
|---|---|
| CUSIP | 353496201 |
| Issuer | Franklin Templeton |
| Inception Date | Jan 2, 1968 |
| Category | Large Cap Growth Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FKDNX features an expense ratio of 0.79%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Franklin DynaTech Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Franklin DynaTech Fund had a return of 32.89% year-to-date (YTD) and 45.83% in the last 12 months. Over the past 10 years, Franklin DynaTech Fund had an annualized return of 14.03%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 32.89% | 25.45% |
| 1 month | 4.34% | 2.91% |
| 6 months | 17.49% | 14.05% |
| 1 year | 45.83% | 35.64% |
| 5 years (annualized) | 15.98% | 14.13% |
| 10 years (annualized) | 14.03% | 11.39% |
Monthly Returns
The table below presents the monthly returns of FKDNX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.14% | 8.40% | 1.55% | -5.08% | 5.28% | 7.22% | -3.01% | 2.10% | 1.96% | -0.71% | 32.89% | ||
| 2023 | 10.42% | -0.62% | 7.16% | -1.75% | 7.68% | 5.90% | 4.10% | -1.70% | -6.76% | -3.48% | 13.72% | 4.66% | 44.42% |
| 2022 | -15.40% | -3.90% | 2.27% | -15.30% | -2.78% | -7.72% | 13.23% | -6.14% | -10.93% | 3.24% | 4.37% | -7.38% | -40.30% |
| 2021 | 0.46% | 2.24% | -4.80% | 7.02% | -3.00% | 8.78% | 2.79% | 5.45% | -6.00% | 7.14% | -3.24% | -4.83% | 11.00% |
| 2020 | 4.78% | -4.96% | -9.52% | 15.56% | 10.15% | 6.09% | 8.54% | 6.55% | -2.81% | -1.50% | 11.16% | 5.28% | 57.68% |
| 2019 | 11.44% | 6.03% | 3.14% | 4.06% | -3.97% | 6.72% | 1.88% | -0.90% | -3.60% | 1.26% | 4.59% | 1.03% | 35.33% |
| 2018 | 10.05% | -1.56% | -1.31% | 0.53% | 5.54% | 0.55% | 1.49% | 6.94% | 0.27% | -11.89% | 1.97% | -10.19% | 0.15% |
| 2017 | 6.62% | 4.34% | 1.92% | 4.03% | 5.04% | -0.88% | 5.01% | 1.83% | 0.61% | 4.41% | 1.64% | -2.36% | 36.89% |
| 2016 | -8.86% | -2.96% | 6.27% | 0.61% | 3.16% | -1.20% | 7.07% | 0.75% | 2.40% | -3.11% | -1.39% | -3.90% | -2.25% |
| 2015 | -0.28% | 6.09% | -0.35% | -0.43% | 2.85% | -0.62% | 3.76% | -7.07% | -3.54% | 8.47% | 1.52% | -3.61% | 5.92% |
| 2014 | 0.04% | 6.13% | -6.96% | -5.16% | 4.17% | 4.49% | -1.56% | 5.01% | -1.85% | 3.82% | 1.67% | -5.14% | 3.59% |
| 2013 | 4.85% | 0.57% | 3.03% | 1.25% | 2.33% | -1.39% | 6.53% | -0.08% | 7.31% | 3.68% | 2.54% | -0.56% | 34.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FKDNX is 47, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin DynaTech Fund. 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 was 55.85%, occurring on Jun 17, 1992. Recovery took 1675 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.85% | Feb 13, 1992 | 90 | Jun 17, 1992 | 1675 | Nov 18, 1998 | 1765 |
| -55.49% | Nov 1, 2007 | 338 | Mar 9, 2009 | 769 | Mar 26, 2012 | 1107 |
| -51.41% | Mar 24, 2000 | 635 | Oct 9, 2002 | 1230 | Sep 4, 2007 | 1865 |
| -48.99% | Nov 17, 2021 | 229 | Oct 14, 2022 | 518 | Nov 6, 2024 | 747 |
| -35.01% | Oct 6, 1987 | 15 | Oct 26, 1987 | 422 | Jun 7, 1989 | 437 |
Volatility
Volatility Chart
The current Franklin DynaTech Fund volatility is 6.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.