Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLRTX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS C) | 7.34% | 18.36% | 13.62% | 6.04% | 7.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLRTX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS C) | 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 (%) | 0.31 | 18.36 | 13.62 | 6.04 | 7.46 | NA | NA | … | … | 7.34 | 13.85 | 10.01 | 14.12 | -17.21 | 12.22 | 10.60 | 17.97 | -7.02 | 15.89 | 2.08 | -1.04 |
| Sharpe Ratio | NA | 1.92 | 1.12 | 0.33 | 0.54 | NA | NA | … | … | 1.48 | 1.04 | 0.77 | 1.22 | -1.19 | 1.32 | 0.59 | 2.11 | -0.84 | 3.35 | 0.17 | -0.10 |
| Standard Deviation(%) | NA | 8.37 | 9.48 | 10.87 | 10.83 | NA | NA | … | … | 10.48 | 10.77 | 8.32 | 8.67 | 15.71 | 9.26 | 17.44 | 7.81 | 10.04 | 4.57 | 10.77 | 10.65 |
| Draw Down(%) | NA | 7.01 | 10.52 | 22.68 | 24.18 | NA | NA | … | … | 7.01 | 10.52 | 4.79 | 8.38 | 22.57 | 4.48 | 24.18 | 4.24 | 14.22 | 1.41 | 11.14 | 11.35 |
| Yield(%) | 0.00 | 5.12 | 3.02 | 4.50 | 4.16 | 2.86 | 2.14 | … | … | 0.00 | 5.35 | 1.92 | 1.53 | 2.59 | 13.75 | 2.05 | 2.39 | 2.48 | 1.32 | 1.03 | 2.26 |
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 |
|---|---|---|---|---|
| FLRTX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS C) |
0.50%
Sep 2019 – Sep 2022 |
1.04%
Mar 2015 – Mar 2020 |
4.70%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRTX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS C) |
14.64%
Sep 2022 – Sep 2025 |
9.55%
Dec 2016 – Dec 2021 |
7.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart