Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLERX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R6) | 5.61% | 17.10% | 14.01% | 6.87% | 8.45% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLERX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R6) | 05/23/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | 17.10 | 14.01 | 6.87 | 8.45 | NA | NA | … | … | 5.61 | 15.11 | 11.21 | 15.38 | -15.72 | 13.32 | 11.79 | 19.26 | -6.02 | 17.01 | 3.20 | -1.33 | 4.37 |
| Sharpe Ratio | NA | 2.07 | 1.24 | 0.45 | 0.65 | NA | NA | … | … | 1.60 | 1.15 | 0.91 | 1.38 | -1.10 | 1.44 | 0.66 | 2.27 | -0.74 | 3.59 | 0.28 | -0.13 | 0.93 |
| Standard Deviation(%) | NA | 8.37 | 9.49 | 10.85 | 10.83 | NA | NA | … | … | 10.48 | 10.84 | 8.34 | 8.56 | 15.67 | 9.24 | 17.46 | 7.84 | 10.04 | 4.57 | 10.82 | 10.63 | 7.87 |
| Draw Down(%) | NA | 6.88 | 10.44 | 21.38 | 24.14 | NA | NA | … | … | 6.88 | 10.44 | 4.78 | 8.03 | 21.30 | 4.46 | 24.14 | 4.17 | 13.46 | 1.42 | 11.10 | 11.04 | 6.48 |
| Yield(%) | 0.00 | 5.98 | 4.01 | 5.25 | 5.24 | 3.82 | 2.87 | … | … | 0.00 | 6.29 | 2.98 | 2.57 | 3.23 | 14.52 | 3.00 | 3.50 | 3.46 | 2.33 | 1.99 | 2.94 | 2.42 |
Data as of 06/05/2026, Common starting date is 05/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLERX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R6) |
1.80%
Sep 2019 – Sep 2022 |
2.11%
Mar 2015 – Mar 2020 |
5.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLERX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R6) |
15.85%
Sep 2022 – Sep 2025 |
10.69%
Dec 2016 – Dec 2021 |
9.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart