Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLRZX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND ADVISOR CLASS) | 7.81% | 19.37% | 14.73% | 7.08% | 8.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLRZX (FRANKLIN LIFESMART 2030 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 (%) | 0.36 | 19.37 | 14.73 | 7.08 | 8.54 | NA | NA | … | … | 7.81 | 15.10 | 11.09 | 15.27 | -16.37 | 13.35 | 11.68 | 19.22 | -6.08 | 16.97 | 3.15 | -0.05 |
| Sharpe Ratio | NA | 2.06 | 1.24 | 0.43 | 0.64 | NA | NA | … | … | 1.61 | 1.15 | 0.90 | 1.36 | -1.14 | 1.44 | 0.65 | 2.27 | -0.75 | 3.63 | 0.27 | -0.01 |
| Standard Deviation(%) | NA | 8.36 | 9.49 | 10.86 | 10.84 | NA | NA | … | … | 10.45 | 10.84 | 8.33 | 8.59 | 15.70 | 9.25 | 17.48 | 7.83 | 10.04 | 4.52 | 10.79 | 10.60 |
| Draw Down(%) | NA | 6.95 | 10.46 | 22.05 | 24.16 | NA | NA | … | … | 6.95 | 10.46 | 4.75 | 8.11 | 21.96 | 4.41 | 24.16 | 4.18 | 13.43 | 1.46 | 11.02 | 11.05 |
| Yield(%) | 0.00 | 5.99 | 3.99 | 5.20 | 5.19 | 3.60 | 2.70 | … | … | 0.00 | 6.30 | 2.94 | 2.53 | 3.17 | 14.47 | 2.96 | 3.45 | 3.41 | 2.28 | 1.94 | 2.95 |
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 |
|---|---|---|---|---|
| FLRZX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND ADVISOR CLASS) |
1.52%
Sep 2019 – Sep 2022 |
2.05%
Mar 2015 – Mar 2020 |
5.76%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRZX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND ADVISOR CLASS) |
15.78%
Sep 2022 – Sep 2025 |
10.64%
Oct 2016 – Oct 2021 |
9.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart