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FFALX: FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 1.23% |
| Expenses | 1.23% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 2.3 | 5.4 | 10.0 | 7.6 | 4.3 | 6.4 | 5.0 | 5.6 | 12.9 | 12.9 | -11.8 | 11.7 | -3.1 | 17.8 | -9.8 | 11.2 | 13.5 | -6.2 | 2.9 | 23.6 | 16.8 | -1.9 | 11.0 | 31.1 | -37.7 | 3.1 | 19.3 | 6.3 | 13.6 | 5.4 |
| Sharpe Ratio | NA | 0.14 | 0.18 | 0.65 | 0.5 | 0.24 | NA | NA | 0.34 | 0.76 | 1.1 | -0.99 | 1.35 | -0.15 | 1.87 | -1.04 | 1.92 | 1.02 | -0.51 | 0.35 | 2.67 | 1.56 | -0.11 | 0.82 | 1.68 | -1.36 | 0.01 | 2.33 | 0.71 | 2.02 | 14.23 |
| Draw Down(%) | NA | 10.8 | 10.8 | 11.6 | 18.3 | 30.1 | NA | NA | 53.1 | 5.0 | 7.9 | 18.3 | 3.9 | 30.1 | 6.5 | 17.2 | 2.9 | 11.0 | 14.7 | 9.4 | 6.3 | 10.1 | 19.4 | 11.8 | 23.5 | 47.0 | 8.9 | 6.3 | 4.7 | 5.7 | 0.6 |
| Standard Deviation(%) | NA | 14.2 | 11.6 | 10.2 | 11.1 | 12.1 | NA | NA | 13.1 | 8.3 | 7.9 | 13.3 | 8.7 | 22.2 | 8.8 | 10.8 | 5.5 | 13.1 | 12.2 | 8.3 | 8.9 | 10.8 | 18.5 | 13.2 | 18.4 | 28.3 | 10.4 | 6.9 | 5.8 | 6.3 | 4.2 |
| Treynor Ratio | NA | 0.02 | 0.02 | 0.08 | 0.06 | 0.03 | NA | NA | 0.04 | 0.08 | 0.11 | -0.16 | 0.14 | -0.05 | 0.15 | -0.11 | 0.1 | 0.09 | -0.05 | 0.03 | 0.2 | 0.13 | -0.02 | 0.09 | 0.3 | -0.34 | 0.0 | 0.18 | 0.06 | 0.19 | 1.82 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | NA | NA | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.04 | -0.02 | -0.03 | -0.01 | 0.0 | -0.03 | -0.03 | 0.01 | 0.01 | -0.03 | -0.01 | 0.03 | -0.07 | -0.01 | 0.03 | 0.01 | 0.02 | 0.14 |
| Beta | NA | 0.89 | 0.9 | 0.86 | 0.88 | 0.86 | NA | NA | 0.99 | 0.81 | 0.78 | 0.8 | 0.86 | 0.66 | 1.09 | 1.0 | 1.08 | 1.46 | 1.29 | 1.07 | 1.18 | 1.32 | 1.3 | 1.16 | 1.04 | 1.14 | 1.04 | 0.9 | 0.7 | 0.65 | 0.33 |
| RSquared | NA | 0.91 | 0.91 | 0.92 | 0.81 | 0.65 | NA | NA | 0.75 | 0.81 | 0.88 | 0.93 | 0.71 | 0.37 | 0.77 | 0.82 | 0.61 | 0.77 | 0.84 | 0.74 | 0.84 | 0.81 | 0.91 | 0.86 | 0.88 | 0.9 | 0.83 | 0.74 | 0.62 | 0.53 | 0.24 |
| Yield(%) | N/A | 0.1 | 1.2 | 2.6 | 2.5 | 2.6 | 3.8 | 3.6 | N/A | 1.2 | 1.8 | 3.7 | 0.9 | 3.2 | 3.4 | 3.4 | 3.2 | 2.4 | 2.7 | 3.4 | 3.4 | 3.7 | 3.6 | 4.2 | 5.0 | 4.9 | 6.5 | 7.2 | 4.5 | 2.6 | 0.0 |
| Dividend Growth(%) | N/A | -89.4 | -18.9 | -4.3 | -22.5 | -32.7 | N/A | N/A | N/A | -26.6 | -58.4 | 368.9 | -74.5 | 7.1 | -13.5 | 17.5 | 46.9 | -18.4 | -21.7 | 19.9 | 2.1 | -2.9 | -7.7 | 4.5 | -39.7 | -27.6 | 0.3 | 64.8 | 88.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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