Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFAAX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND ADVISOR CLASS) | 8.33% | 19.69% | 15.28% | 8.31% | 7.27% | 6.97% | 5.84% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFAAX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND ADVISOR CLASS) | 12/22/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 19.69 | 15.28 | 8.31 | 7.27 | 6.97 | 5.84 | … | … | 8.33 | 16.23 | 13.12 | 13.23 | -11.61 | 12.01 | -2.80 | 18.06 | -9.60 | 11.58 | 13.82 | -5.98 | 3.17 | 23.93 | 17.07 | -1.78 | 11.30 | 31.35 | -37.43 | 3.48 | 19.73 | 5.63 | 13.51 | 1.68 |
| Sharpe Ratio | NA | 2.01 | 1.29 | 0.58 | 0.49 | NA | NA | … | … | 1.66 | 1.26 | 1.15 | 1.21 | -0.98 | 1.38 | -0.14 | 1.90 | -1.02 | 1.96 | 1.05 | -0.49 | 0.38 | 2.70 | 1.59 | -0.10 | 0.85 | 1.71 | -1.36 | 0.03 | 2.37 | 0.56 | 2.03 | 50.57 |
| Standard Deviation(%) | NA | 8.57 | 9.45 | 10.07 | 11.58 | NA | NA | … | … | 10.74 | 10.65 | 8.27 | 7.99 | 13.37 | 8.69 | 22.15 | 8.73 | 10.79 | 5.60 | 12.98 | 12.15 | 8.30 | 8.84 | 10.80 | 18.52 | 13.23 | 18.29 | 28.19 | 10.41 | 6.91 | 5.99 | 6.17 | 1.99 |
| Draw Down(%) | NA | 6.64 | 10.89 | 18.17 | 30.09 | NA | NA | … | … | 6.64 | 10.89 | 5.03 | 7.79 | 18.17 | 3.93 | 30.09 | 6.39 | 16.99 | 2.84 | 10.90 | 14.54 | 9.28 | 6.30 | 10.07 | 19.33 | 11.68 | 23.38 | 46.79 | 8.87 | 6.18 | 5.47 | 5.64 | 0.00 |
| Yield(%) | 0.00 | 5.36 | 3.40 | 2.88 | 3.45 | 3.89 | 3.72 | … | … | 0.00 | 5.64 | 1.50 | 2.08 | 3.93 | 1.00 | 3.43 | 3.69 | 3.65 | 3.43 | 2.69 | 2.95 | 3.70 | 3.65 | 3.96 | 3.89 | 4.40 | 5.24 | 5.19 | 6.76 | 7.44 | 3.79 | 2.30 | 0.85 |
Data as of 06/04/2026, Common starting date is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFAAX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND ADVISOR CLASS) |
-13.81%
Feb 2006 – Feb 2009 |
-5.07%
Feb 2004 – Feb 2009 |
2.89%
Oct 2013 – Oct 2023 |
2.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFAAX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND ADVISOR CLASS) |
21.87%
Feb 2009 – Feb 2012 |
19.95%
Feb 2009 – Feb 2014 |
11.52%
Feb 2009 – Feb 2019 |
8.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart