Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FGTZX (Ftfa-Franklin Templeton Growth Target Fun) 7.34% 21.18% 17.10% 5.56% 8.37% 7.65% 6.57%
Data as of 06/05/2026, Common starting date is 12/28/2005
More Performance Analytics Comparison
Name Start Date End Date
FGTZX (Ftfa-Franklin Templeton Growth Target Fun) 12/28/2005 06/05/2026
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
Annualized Return (%) -2.05 21.18 17.10 5.56 8.37 7.65 6.57 7.34 18.12 15.41 17.92 -19.99 4.34 9.94 22.22 -6.24 19.78 5.60 -1.40 5.23 21.26 10.84 -2.90 14.61 31.44 -33.63 5.74 13.43 -0.30
Sharpe Ratio NA 2.15 1.29 0.26 0.53 NA NA 1.82 1.10 1.15 1.45 -1.15 0.29 0.46 2.33 -0.65 3.64 0.48 -0.13 0.60 2.62 1.10 -0.17 1.06 1.78 -1.31 0.21 1.01 -7.67
Standard Deviation(%) NA 10.22 11.75 13.91 13.31 NA NA 12.43 13.96 10.21 9.95 18.67 14.74 20.95 8.91 11.77 5.27 11.22 11.06 8.66 8.09 9.88 17.69 13.70 17.59 26.36 12.32 9.96 4.52
Draw Down(%) NA 8.13 14.16 32.71 32.71 NA NA 8.13 14.16 6.55 8.79 25.83 9.28 26.41 4.68 14.98 1.50 10.49 11.17 7.02 6.29 9.26 16.79 10.69 17.05 43.02 9.97 10.71 0.35
Yield(%) 0.00 9.48 6.12 3.58 5.61 5.62 4.98 0.06 9.86 2.82 3.97 1.06 2.72 1.43 12.46 8.24 8.43 3.05 7.18 4.28 4.55 1.92 1.81 1.65 2.28 1.56 2.22 2.41 1.10
Data as of 06/05/2026, Common starting date is 12/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGTZX (Ftfa-Franklin Templeton Growth Target Fun) -11.92%
Feb 2006 – Feb 2009
-1.00%
May 2007 – May 2012
3.83%
Feb 2006 – Feb 2016
3.29%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGTZX (Ftfa-Franklin Templeton Growth Target Fun) 20.52%
Feb 2009 – Feb 2012
17.41%
Feb 2009 – Feb 2014
11.46%
Feb 2009 – Feb 2019
9.19%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return