Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFALX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS A) | 7.83% | 19.35% | 14.94% | 8.18% | 7.06% | 6.63% | 5.56% | … | … |
Data as of 06/03/2026, Common starting date is 11/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFALX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS A) | 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 | 19.35 | 14.94 | 8.18 | 7.06 | 6.63 | 5.56 | … | … | 7.83 | 16.19 | 12.87 | 12.91 | -11.80 | 11.74 | -3.07 | 17.81 | -9.82 | 11.20 | 13.52 | -6.19 | 2.93 | 23.65 | 16.76 | -1.95 | 10.99 | 31.06 | -37.66 | 3.12 | 19.34 | 6.32 | 13.58 | 5.43 |
| Sharpe Ratio | NA | 1.98 | 1.26 | 0.56 | 0.47 | NA | NA | … | … | 1.62 | 1.25 | 1.09 | 1.18 | -1.00 | 1.35 | -0.15 | 1.86 | -1.04 | 1.92 | 1.02 | -0.51 | 0.35 | 2.67 | 1.56 | -0.11 | 0.82 | 1.68 | -1.36 | 0.00 | 2.31 | 0.70 | 2.01 | 14.22 |
| Standard Deviation(%) | NA | 8.61 | 9.53 | 10.10 | 11.61 | NA | NA | … | … | 10.78 | 10.73 | 8.49 | 7.92 | 13.33 | 8.66 | 22.21 | 8.78 | 10.80 | 5.53 | 13.08 | 12.17 | 8.31 | 8.86 | 10.77 | 18.53 | 13.22 | 18.40 | 28.25 | 10.44 | 6.91 | 5.82 | 6.26 | 4.24 |
| Draw Down(%) | NA | 6.71 | 10.83 | 18.29 | 30.14 | NA | NA | … | … | 6.71 | 10.83 | 5.01 | 7.86 | 18.29 | 3.89 | 30.14 | 6.47 | 17.19 | 2.85 | 11.04 | 14.66 | 9.39 | 6.26 | 10.13 | 19.38 | 11.78 | 23.49 | 47.00 | 8.88 | 6.28 | 4.73 | 5.65 | 0.64 |
| Yield(%) | 0.00 | 5.30 | 3.24 | 2.75 | 3.26 | 3.61 | 3.51 | … | … | 0.00 | 5.68 | 1.22 | 1.83 | 3.73 | 0.89 | 3.22 | 3.44 | 3.44 | 3.17 | 2.44 | 2.70 | 3.45 | 3.37 | 3.72 | 3.64 | 4.19 | 4.98 | 4.93 | 6.50 | 7.17 | 4.51 | 2.64 | 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 |
|---|---|---|---|---|
| FFALX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS A) |
-14.11%
Feb 2006 – Feb 2009 |
-5.13%
Feb 2004 – Feb 2009 |
2.63%
Oct 2013 – Oct 2023 |
2.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFALX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS A) |
21.61%
Feb 2009 – Feb 2012 |
19.68%
Feb 2009 – Feb 2014 |
11.25%
Feb 2009 – Feb 2019 |
8.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart