Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FGTIX (FRANKLIN GROWTH ALLOCATION FUND CLASS A) | 3.13% | 4.87% | 11.22% | 5.30% | 5.39% | 6.96% | 6.14% | 6.09% |
Data as of 07/11/2025, AR inception is 09/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGTIX (FRANKLIN GROWTH ALLOCATION FUND CLASS A) | 09/12/1997 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 4.87 | 11.22 | 5.30 | 5.39 | 6.96 | 6.14 | 6.09 | 3.13 | 14.76 | 15.14 | -20.18 | 4.01 | 9.61 | 21.90 | -6.46 | 19.45 | 5.36 | -1.66 | 4.95 | 20.98 | 10.52 | -3.15 | 14.30 | 31.09 | -30.75 | 10.59 | 13.90 | 8.47 | 11.29 | 30.11 | -14.29 | -11.34 | -5.14 | 41.17 | -0.11 | -0.57 |
| Sharpe Ratio | NA | 0.11 | 0.59 | 0.21 | 0.30 | NA | NA | 0.31 | 0.17 | 0.80 | 1.10 | -1.16 | 0.27 | 0.45 | 2.31 | -0.66 | 3.61 | 0.46 | -0.15 | 0.57 | 2.58 | 1.07 | -0.18 | 1.04 | 1.76 | -1.22 | 0.64 | 1.07 | 0.88 | 1.25 | 2.96 | -0.97 | -0.80 | -0.37 | 3.72 | -0.34 | -0.42 |
| Standard Deviation(%) | NA | 15.34 | 13.27 | 14.27 | 13.53 | NA | NA | 14.03 | 18.24 | 10.26 | 9.99 | 18.67 | 14.76 | 20.93 | 8.88 | 11.77 | 5.24 | 11.19 | 11.08 | 8.72 | 8.13 | 9.88 | 17.68 | 13.72 | 17.65 | 25.77 | 11.92 | 9.94 | 7.20 | 8.29 | 9.94 | 15.93 | 17.29 | 24.77 | 10.21 | 10.13 | 12.75 |
| Draw Down(%) | NA | 14.09 | 14.09 | 32.87 | 32.87 | NA | NA | 46.23 | 14.09 | 6.55 | 8.86 | 25.94 | 9.36 | 26.39 | 4.70 | 15.19 | 1.51 | 10.46 | 11.22 | 7.00 | 6.36 | 9.34 | 16.84 | 10.78 | 17.16 | 40.56 | 8.70 | 10.78 | 6.06 | 7.03 | 9.72 | 24.93 | 27.77 | 25.18 | 6.07 | 18.55 | 7.50 |
| Yield(%) | 0.00 | 1.40 | 1.67 | 1.70 | 4.12 | 5.18 | 4.90 | 5.19 | 0.14 | 2.20 | 1.42 | 0.91 | 2.46 | 1.20 | 12.22 | 8.03 | 8.20 | 2.80 | 6.96 | 4.06 | 4.29 | 1.66 | 1.58 | 1.40 | 2.01 | 5.45 | 7.01 | 3.03 | 1.33 | 0.71 | 1.04 | 1.32 | 2.68 | 3.26 | 6.14 | 4.95 | 3.92 |
Data as of 07/11/2025, AR inception is 09/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGTIX (FRANKLIN GROWTH ALLOCATION FUND CLASS A) |
-14.90%
Feb 2000 - Feb 2003 |
-1.78%
Mar 1998 - Mar 2003 |
1.15%
Feb 2000 - Feb 2010 |
3.43%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGTIX (FRANKLIN GROWTH ALLOCATION FUND CLASS A) |
20.28%
Mar 2003 - Mar 2006 |
17.11%
Feb 2009 - Feb 2014 |
11.19%
Feb 2009 - Feb 2019 |
9.03%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart