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FGTZX: Ftfa-Franklin Templeton Growth Target Fun (MUTUAL FUND)
Basic Info 19.46 0(0.0%) May 15
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (72%) |
Start Date: | 12/28/2005 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.06% |
Expenses | 0.89% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/09/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 8.2 | 20.3 | 5.1 | 9.4 | 7.7 | 9.7 | 9.8 | 17.9 | -17.0 | 16.8 | 14.9 | 22.2 | -6.2 | 19.8 | 5.6 | -1.4 | 5.2 | 21.3 | 10.8 | -2.9 | 14.6 | 31.4 | -33.6 | 5.7 | 13.4 | -0.3 |
Sharpe Ratio | NA | 1.89 | 1.64 | 0.12 | 0.42 | 0.47 | NA | 0.39 | 1.39 | -0.99 | 0.86 | 0.58 | 2.34 | -0.64 | 3.65 | 0.48 | -0.13 | 0.6 | 2.62 | 1.1 | -0.17 | 1.06 | 1.78 | -1.31 | 0.22 | 1.03 | -7.67 |
Draw Down(%) | NA | 5.1 | 8.8 | 31.5 | 31.5 | 31.5 | NA | 46.6 | 8.8 | 23.1 | 10.9 | 28.0 | 4.7 | 15.0 | 1.5 | 10.5 | 11.2 | 7.0 | 6.3 | 9.3 | 16.8 | 10.7 | 17.1 | 43.0 | 10.0 | 10.7 | 0.4 |
Standard Deviation(%) | NA | 9.9 | 9.6 | 16.4 | 17.5 | 14.2 | NA | 14.7 | 9.9 | 18.6 | 19.5 | 25.0 | 8.9 | 11.8 | 5.3 | 11.2 | 11.1 | 8.7 | 8.1 | 9.9 | 17.7 | 13.7 | 17.6 | 26.4 | 12.3 | 10.0 | 4.5 |
Treynor Ratio | NA | 0.16 | 0.14 | 0.02 | 0.06 | 0.06 | NA | 0.05 | 0.13 | -0.17 | 0.14 | 0.12 | 0.17 | -0.06 | 0.16 | 0.04 | -0.01 | 0.04 | 0.19 | 0.08 | -0.02 | 0.12 | 0.31 | -0.32 | 0.02 | 0.08 | -0.17 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.03 | -0.01 | 0.04 | -0.05 | 0.0 | 0.0 | 0.36 |
Beta | NA | 1.16 | 1.1 | 1.11 | 1.15 | 1.17 | NA | 1.15 | 1.06 | 1.1 | 1.21 | 1.19 | 1.22 | 1.17 | 1.19 | 1.36 | 1.22 | 1.19 | 1.14 | 1.29 | 1.27 | 1.24 | 1.0 | 1.07 | 1.18 | 1.32 | 2.0 |
RSquared | NA | 0.95 | 0.94 | 0.61 | 0.77 | 0.81 | NA | 0.85 | 0.93 | 0.9 | 0.27 | 0.97 | 0.95 | 0.95 | 0.82 | 0.9 | 0.92 | 0.84 | 0.93 | 0.91 | 0.96 | 0.91 | 0.89 | 0.92 | 0.77 | 0.79 | 1.0 |
Yield(%) | N/A | 0.4 | 4.1 | 6.9 | 8.1 | 7.1 | 9.1 | N/A | 4.0 | 4.0 | 14.9 | 5.7 | 12.4 | 8.2 | 8.4 | 3.0 | 7.1 | 4.3 | 4.5 | 1.9 | 1.8 | 1.6 | 2.2 | 1.6 | 2.2 | 2.4 | 1.1 |
Dividend Growth(%) | N/A | -87.3 | -17.7 | -6.8 | 31.1 | N/A | N/A | N/A | -22.2 | -72.2 | 179.8 | -49.5 | 28.0 | 8.8 | 190.2 | -61.7 | 68.4 | 9.7 | 157.1 | 0.0 | 27.3 | -8.3 | -4.0 | -26.5 | -2.9 | 118.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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