Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFACX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS C) | 7.47% | 18.25% | 13.99% | 7.31% | 6.23% | 5.82% | 4.76% | … | … |
Data as of 06/03/2026, Common starting date is 11/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFACX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS C) | 11/19/2003 | 06/03/2026 |
| 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 (%) | 0.16 | 18.25 | 13.99 | 7.31 | 6.23 | 5.82 | 4.76 | … | … | 7.47 | 15.09 | 12.06 | 11.99 | -12.43 | 10.89 | -3.82 | 16.91 | -10.54 | 10.43 | 12.71 | -6.84 | 2.12 | 22.69 | 15.88 | -2.65 | 9.97 | 30.12 | -38.03 | 2.47 | 18.50 | 5.63 | 12.91 | 5.34 |
| Sharpe Ratio | NA | 1.87 | 1.16 | 0.48 | 0.40 | NA | NA | … | … | 1.55 | 1.15 | 0.99 | 1.07 | -1.04 | 1.25 | -0.18 | 1.76 | -1.12 | 1.75 | 0.96 | -0.57 | 0.25 | 2.56 | 1.48 | -0.14 | 0.75 | 1.62 | -1.38 | -0.07 | 2.18 | 0.58 | 1.92 | 14.44 |
| Standard Deviation(%) | NA | 8.58 | 9.50 | 10.08 | 11.59 | NA | NA | … | … | 10.72 | 10.68 | 8.49 | 7.86 | 13.32 | 8.67 | 22.20 | 8.77 | 10.71 | 5.61 | 13.03 | 12.13 | 8.30 | 8.87 | 10.79 | 18.53 | 13.16 | 18.51 | 28.22 | 10.45 | 6.94 | 5.79 | 6.21 | 4.09 |
| Draw Down(%) | NA | 6.75 | 10.99 | 18.76 | 30.23 | NA | NA | … | … | 6.75 | 10.99 | 5.06 | 8.09 | 18.76 | 3.92 | 30.23 | 6.75 | 17.77 | 2.90 | 11.04 | 14.86 | 9.53 | 6.29 | 10.28 | 19.64 | 11.82 | 23.63 | 47.29 | 8.97 | 6.29 | 4.70 | 5.75 | 0.55 |
| Yield(%) | 0.00 | 4.74 | 2.43 | 2.07 | 2.40 | 2.71 | 2.78 | … | … | 0.00 | 4.96 | 0.44 | 1.00 | 3.01 | 0.50 | 2.50 | 2.56 | 2.07 | 2.37 | 1.67 | 1.99 | 2.71 | 2.58 | 2.94 | 2.91 | 3.36 | 4.22 | 4.34 | 5.97 | 6.69 | 4.55 | 2.22 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FFACX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS C) |
-14.69%
Feb 2006 – Feb 2009 |
-5.76%
Feb 2004 – Feb 2009 |
1.86%
Oct 2013 – Oct 2023 |
1.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFACX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS C) |
20.66%
Feb 2009 – Feb 2012 |
18.78%
Feb 2009 – Feb 2014 |
10.42%
Feb 2009 – Feb 2019 |
7.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart