Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDNBX (Franklin DynaTech B) | NA | 11.92% | 12.48% | 5.01% | NA | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 11/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDNBX (Franklin DynaTech B) | 11/19/2003 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.92 | 12.48 | 5.01 | NA | NA | NA | … | … | 6.17 | 14.60 | -3.22 | 17.62 | 46.05 | -41.91 | 22.14 | 1.86 | 6.42 | 6.81 | 5.92 |
| Sharpe Ratio | NA | 0.97 | 0.64 | 0.20 | NA | NA | NA | … | … | 1.81 | 0.97 | -0.13 | 0.87 | 2.01 | -1.15 | 1.10 | -0.10 | 0.35 | 0.39 | 4.27 |
| Standard Deviation(%) | NA | 12.25 | 19.23 | 24.76 | NA | NA | NA | … | … | 7.96 | 15.15 | 25.90 | 20.11 | 22.91 | 37.23 | 17.53 | 13.94 | 12.16 | 15.09 | 15.73 |
| Draw Down(%) | NA | 9.69 | 20.48 | 46.53 | NA | NA | NA | … | … | 2.77 | 12.57 | 20.48 | 15.46 | 15.16 | 49.04 | 9.82 | 15.23 | 10.47 | 14.57 | 3.62 |
| Yield(%) | 0.00 | 0.00 | 0.94 | 1.58 | 1.40 | 0.93 | 0.70 | … | … | 0.00 | 0.00 | 2.30 | 0.00 | 0.00 | 5.24 | 2.75 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2013, Common starting date is 11/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDNBX (Franklin DynaTech B) |
-13.09%
Feb 2006 – Feb 2009 |
-5.52%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDNBX (Franklin DynaTech B) |
26.73%
Feb 2009 – Feb 2012 |
7.29%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart