Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLSHX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND ADVISOR CLASS) | 10.01% | 23.96% | 17.80% | 9.02% | 10.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLSHX (FRANKLIN LIFESMART 2040 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 (%) | 0.56 | 23.96 | 17.80 | 9.02 | 10.41 | NA | NA | … | … | 10.01 | 19.37 | 13.73 | 17.66 | -16.89 | 16.43 | 15.32 | 21.68 | -6.83 | 18.88 | 3.16 | -0.26 |
| Sharpe Ratio | NA | 2.15 | 1.28 | 0.50 | 0.67 | NA | NA | … | … | 1.79 | 1.24 | 1.01 | 1.39 | -0.97 | 1.46 | 0.68 | 2.17 | -0.75 | 3.66 | 0.26 | -0.03 |
| Standard Deviation(%) | NA | 10.16 | 11.51 | 13.17 | 13.06 | NA | NA | … | … | 12.55 | 13.34 | 10.04 | 10.14 | 18.95 | 11.21 | 21.96 | 9.32 | 11.06 | 5.00 | 11.48 | 11.35 |
| Draw Down(%) | NA | 8.16 | 13.07 | 23.78 | 28.19 | NA | NA | … | … | 8.16 | 13.07 | 6.46 | 9.01 | 23.62 | 5.33 | 28.19 | 5.13 | 14.89 | 1.51 | 11.72 | 11.67 |
| Yield(%) | 0.00 | 6.77 | 4.94 | 6.75 | 6.75 | 4.62 | 3.46 | … | … | 0.00 | 7.33 | 3.63 | 3.06 | 3.32 | 21.99 | 3.55 | 3.09 | 4.20 | 2.33 | 1.68 | 2.89 |
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 |
|---|---|---|---|---|
| FLSHX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND ADVISOR CLASS) |
1.51%
Mar 2017 – Mar 2020 |
1.79%
Mar 2015 – Mar 2020 |
7.00%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLSHX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND ADVISOR CLASS) |
19.02%
Sep 2022 – Sep 2025 |
12.68%
Mar 2020 – Mar 2025 |
10.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart