Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFARX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS R) | 8.10% | 19.09% | 14.69% | 7.78% | 6.74% | 6.43% | 5.29% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFARX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS R) | 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 (%) | 0.38 | 19.09 | 14.69 | 7.78 | 6.74 | 6.43 | 5.29 | … | … | 8.10 | 15.65 | 12.57 | 12.62 | -12.03 | 11.50 | -3.30 | 17.44 | -10.01 | 10.96 | 13.22 | -6.40 | 2.68 | 23.28 | 16.52 | -2.28 | 10.30 | 30.84 | -37.77 | 2.92 | 19.15 | 1.80 | 12.90 | 1.72 |
| Sharpe Ratio | NA | 1.94 | 1.23 | 0.53 | 0.44 | NA | NA | … | … | 1.60 | 1.20 | 1.09 | 1.14 | -1.01 | 1.32 | -0.16 | 1.83 | -1.06 | 1.85 | 1.00 | -0.53 | 0.32 | 2.61 | 1.53 | -0.12 | 0.77 | 1.67 | -1.37 | -0.02 | 2.29 | -0.07 | 1.91 | 40.60 |
| Standard Deviation(%) | NA | 8.59 | 9.44 | 10.05 | 11.59 | NA | NA | … | … | 10.75 | 10.70 | 8.21 | 7.91 | 13.34 | 8.72 | 22.21 | 8.75 | 10.75 | 5.61 | 12.98 | 12.21 | 8.33 | 8.91 | 10.83 | 18.47 | 13.21 | 18.42 | 28.14 | 10.45 | 6.91 | 6.66 | 6.24 | 2.55 |
| Draw Down(%) | NA | 6.74 | 10.97 | 18.45 | 30.17 | NA | NA | … | … | 6.74 | 10.97 | 5.06 | 7.91 | 18.45 | 3.87 | 30.17 | 6.56 | 17.33 | 2.92 | 11.02 | 14.68 | 9.45 | 6.34 | 10.12 | 19.46 | 11.79 | 23.46 | 47.07 | 8.95 | 6.21 | 5.49 | 5.65 | 0.00 |
| Yield(%) | 0.00 | 4.89 | 2.86 | 2.44 | 2.93 | 3.31 | 3.24 | … | … | 0.00 | 5.13 | 0.96 | 1.58 | 3.47 | 0.77 | 2.98 | 3.15 | 3.14 | 2.80 | 2.17 | 2.46 | 3.20 | 3.07 | 3.41 | 3.40 | 3.56 | 4.69 | 4.75 | 6.31 | 6.98 | 0.01 | 2.05 | 0.79 |
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 |
|---|---|---|---|---|
| FFARX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS R) |
-14.30%
Feb 2006 – Feb 2009 |
-6.19%
Feb 2004 – Feb 2009 |
2.38%
Oct 2013 – Oct 2023 |
2.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFARX (FRANKLIN FOUNDING FUNDS ALLOCATION FUND CLASS R) |
21.20%
Feb 2009 – Feb 2012 |
19.32%
Feb 2009 – Feb 2014 |
10.95%
Feb 2009 – Feb 2019 |
8.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart