Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLROX (FRANKLIN LIFESMART 2020 RETIREMENT TARGET FUND ADVISOR CLASS) | 5.67% | 14.92% | 11.66% | 5.24% | 6.43% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLROX (FRANKLIN LIFESMART 2020 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 (%) | 0.22 | 14.92 | 11.66 | 5.24 | 6.43 | NA | NA | … | … | 5.67 | 13.66 | 8.25 | 12.72 | -15.36 | 9.95 | 9.41 | 13.79 | -3.62 | 11.88 | 3.29 | -0.69 |
| Sharpe Ratio | NA | 1.97 | 1.14 | 0.32 | 0.58 | NA | NA | … | … | 1.40 | 1.33 | 0.68 | 1.24 | -1.33 | 1.40 | 0.71 | 2.33 | -0.78 | 3.37 | 0.36 | -0.08 |
| Standard Deviation(%) | NA | 6.56 | 7.59 | 8.71 | 8.26 | NA | NA | … | … | 8.26 | 8.16 | 6.77 | 7.37 | 12.66 | 7.09 | 12.91 | 5.27 | 6.44 | 3.34 | 8.55 | 8.92 |
| Draw Down(%) | NA | 5.63 | 7.63 | 20.63 | 20.63 | NA | NA | … | … | 5.63 | 7.63 | 3.86 | 7.37 | 20.54 | 3.52 | 19.12 | 3.01 | 8.49 | 1.23 | 8.94 | 9.67 |
| Yield(%) | 0.00 | 6.13 | 4.10 | 4.59 | 4.24 | 2.97 | 2.23 | … | … | 0.00 | 6.41 | 3.33 | 3.00 | 3.23 | 9.76 | 2.35 | 2.96 | 2.96 | 1.64 | 2.60 | 2.92 |
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 |
|---|---|---|---|---|
| FLROX (FRANKLIN LIFESMART 2020 RETIREMENT TARGET FUND ADVISOR CLASS) |
-0.04%
Sep 2019 – Sep 2022 |
1.51%
Sep 2017 – Sep 2022 |
4.26%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLROX (FRANKLIN LIFESMART 2020 RETIREMENT TARGET FUND ADVISOR CLASS) |
12.87%
Sep 2022 – Sep 2025 |
8.10%
Dec 2016 – Dec 2021 |
6.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart