Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLADX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS A) | 7.12% | 20.49% | 16.39% | 8.13% | 9.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLADX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS A) | 01/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 20.49 | 16.39 | 8.13 | 9.82 | NA | NA | … | … | 7.12 | 18.61 | 13.57 | 17.34 | -17.01 | 15.96 | 15.03 | 21.50 | -7.00 | 18.50 | 2.91 | -0.57 |
| Sharpe Ratio | NA | 2.10 | 1.24 | 0.47 | 0.65 | NA | NA | … | … | 1.76 | 1.19 | 0.96 | 1.37 | -0.98 | 1.41 | 0.67 | 2.13 | -0.76 | 3.55 | 0.23 | -0.05 |
| Standard Deviation(%) | NA | 10.14 | 11.59 | 13.18 | 13.09 | NA | NA | … | … | 12.55 | 13.31 | 10.34 | 10.09 | 18.88 | 11.29 | 21.96 | 9.41 | 11.04 | 5.04 | 11.51 | 11.37 |
| Draw Down(%) | NA | 8.17 | 13.18 | 23.88 | 28.21 | NA | NA | … | … | 8.17 | 13.18 | 6.51 | 9.05 | 23.71 | 5.30 | 28.21 | 5.15 | 15.03 | 1.52 | 11.75 | 11.79 |
| Yield(%) | 0.00 | 6.41 | 4.57 | 6.53 | 6.46 | 4.40 | 3.30 | … | … | 0.00 | 6.77 | 3.38 | 2.82 | 3.15 | 21.85 | 3.33 | 2.83 | 3.99 | 2.06 | 1.62 | 2.68 |
Data as of 06/05/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLADX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS A) |
1.25%
Mar 2017 – Mar 2020 |
1.53%
Mar 2015 – Mar 2020 |
6.73%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLADX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS A) |
18.61%
Sep 2022 – Sep 2025 |
12.37%
Mar 2020 – Mar 2025 |
10.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart