Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLRFX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND ADVISOR CLASS) | 6.80% | 17.17% | 13.20% | 6.15% | 7.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLRFX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND ADVISOR CLASS) | 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 (%) | 0.34 | 17.17 | 13.20 | 6.15 | 7.57 | NA | NA | … | … | 6.80 | 12.35 | 9.64 | 13.96 | -15.77 | 11.52 | 10.51 | 17.08 | -5.20 | 15.30 | 3.21 | -0.58 |
| Sharpe Ratio | NA | 2.00 | 1.19 | 0.38 | 0.62 | NA | NA | … | … | 1.50 | 0.98 | 0.80 | 1.31 | -1.21 | 1.41 | 0.67 | 2.34 | -0.76 | 3.51 | 0.30 | -0.06 |
| Standard Deviation(%) | NA | 7.54 | 8.53 | 9.80 | 9.66 | NA | NA | … | … | 9.47 | 9.83 | 7.50 | 7.91 | 14.29 | 8.17 | 15.34 | 6.66 | 8.68 | 4.19 | 10.07 | 10.15 |
| Draw Down(%) | NA | 6.21 | 9.01 | 21.51 | 22.41 | NA | NA | … | … | 6.21 | 9.01 | 4.12 | 7.73 | 21.38 | 3.95 | 22.41 | 3.51 | 11.64 | 1.38 | 10.30 | 10.67 |
| Yield(%) | 0.00 | 8.79 | 5.47 | 5.63 | 5.61 | 3.95 | 2.96 | … | … | 0.00 | 9.23 | 3.85 | 3.19 | 3.36 | 12.38 | 3.78 | 4.30 | 6.04 | 2.28 | 2.73 | 5.81 |
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 |
|---|---|---|---|---|
| FLRFX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND ADVISOR CLASS) |
0.64%
Sep 2019 – Sep 2022 |
2.00%
Mar 2015 – Mar 2020 |
5.07%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRFX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND ADVISOR CLASS) |
14.41%
Sep 2022 – Sep 2025 |
9.54%
Dec 2016 – Dec 2021 |
8.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart