Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOLX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS C) | 9.55% | 22.59% | 16.50% | 7.87% | 9.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOLX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS C) | 01/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 22.59 | 16.50 | 7.87 | 9.29 | NA | NA | … | … | 9.55 | 17.76 | 12.67 | 16.46 | -17.72 | 15.29 | 14.14 | 20.57 | -7.71 | 17.62 | 2.18 | -1.19 |
| Sharpe Ratio | NA | 2.00 | 1.17 | 0.41 | 0.59 | NA | NA | … | … | 1.67 | 1.12 | 0.90 | 1.26 | -1.01 | 1.35 | 0.63 | 2.03 | -0.82 | 3.40 | 0.17 | -0.11 |
| Standard Deviation(%) | NA | 10.17 | 11.51 | 13.18 | 13.08 | NA | NA | … | … | 12.60 | 13.33 | 10.02 | 10.21 | 18.98 | 11.28 | 21.88 | 9.40 | 11.11 | 5.01 | 11.46 | 11.36 |
| Draw Down(%) | NA | 8.23 | 13.27 | 24.32 | 28.28 | NA | NA | … | … | 8.23 | 13.27 | 6.54 | 9.21 | 24.17 | 5.36 | 28.28 | 5.17 | 15.62 | 1.55 | 11.76 | 12.05 |
| Yield(%) | 0.00 | 5.86 | 3.90 | 6.07 | 5.74 | 3.88 | 2.91 | … | … | 0.00 | 6.18 | 2.63 | 2.10 | 2.63 | 21.47 | 2.67 | 2.07 | 3.33 | 1.42 | 1.42 | 2.26 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FLOLX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS C) |
0.53%
Mar 2017 – Mar 2020 |
0.80%
Mar 2015 – Mar 2020 |
5.93%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOLX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS C) |
17.73%
Sep 2022 – Sep 2025 |
11.52%
Mar 2020 – Mar 2025 |
9.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart