Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLRWX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R) | 5.39% | 16.50% | 13.40% | 6.11% | 7.77% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLRWX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R) | 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 (%) | -1.72 | 16.50 | 13.40 | 6.11 | 7.77 | NA | NA | … | … | 5.39 | 14.43 | 10.58 | 14.75 | -16.87 | 12.73 | 11.16 | 18.64 | -6.58 | 16.39 | 2.60 | -0.50 |
| Sharpe Ratio | NA | 1.99 | 1.18 | 0.38 | 0.59 | NA | NA | … | … | 1.54 | 1.09 | 0.83 | 1.30 | -1.17 | 1.37 | 0.62 | 2.19 | -0.80 | 3.44 | 0.22 | -0.05 |
| Standard Deviation(%) | NA | 8.37 | 9.49 | 10.87 | 10.83 | NA | NA | … | … | 10.43 | 10.85 | 8.34 | 8.63 | 15.72 | 9.25 | 17.44 | 7.83 | 9.98 | 4.60 | 10.73 | 10.57 |
| Draw Down(%) | NA | 6.95 | 10.49 | 22.39 | 24.14 | NA | NA | … | … | 6.95 | 10.49 | 4.72 | 8.21 | 22.29 | 4.49 | 24.14 | 4.20 | 13.88 | 1.43 | 11.15 | 11.18 |
| Yield(%) | 0.00 | 5.55 | 3.51 | 4.85 | 4.65 | 3.21 | 2.41 | … | … | 0.00 | 5.82 | 2.45 | 2.04 | 2.87 | 14.03 | 2.48 | 2.91 | 2.92 | 1.65 | 1.48 | 2.61 |
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 |
|---|---|---|---|---|
| FLRWX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R) |
1.00%
Sep 2019 – Sep 2022 |
1.55%
Mar 2015 – Mar 2020 |
5.22%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRWX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS R) |
15.20%
Sep 2022 – Sep 2025 |
10.08%
Dec 2016 – Dec 2021 |
8.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart