Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMTIX (FRANKLIN MODERATE ALLOCATION FUND CLASS A) | 5.25% | 16.40% | 13.52% | 3.70% | 6.30% | 5.73% | 5.78% | … | … |
Data as of 06/05/2026, Common starting date is 03/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMTIX (FRANKLIN MODERATE ALLOCATION FUND CLASS A) | 03/13/1997 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 16.40 | 13.52 | 3.70 | 6.30 | 5.73 | 5.78 | … | … | 5.25 | 15.05 | 11.80 | 14.38 | -18.53 | 1.79 | 8.79 | 17.41 | -4.81 | 14.99 | 4.94 | -1.89 | 4.09 | 14.36 | 9.35 | -1.49 | 12.21 | 24.67 | -21.21 | 9.40 | 11.57 | 5.94 | 9.65 | 22.39 | -7.36 | -4.20 | -1.09 | 27.25 | 0.16 | 11.06 |
| Sharpe Ratio | NA | 2.02 | 1.19 | 0.15 | 0.47 | NA | NA | … | … | 1.55 | 1.13 | 0.94 | 1.34 | -1.35 | 0.14 | 0.53 | 2.39 | -0.69 | 3.48 | 0.52 | -0.21 | 0.62 | 2.30 | 1.29 | -0.12 | 1.23 | 1.95 | -1.28 | 0.75 | 1.15 | 0.70 | 1.40 | 3.38 | -0.53 | -0.60 | -0.31 | 3.13 | -0.40 | 1.31 |
| Standard Deviation(%) | NA | 8.12 | 9.48 | 11.23 | 10.53 | NA | NA | … | … | 9.99 | 10.77 | 8.68 | 8.07 | 14.81 | 12.27 | 16.14 | 6.67 | 9.02 | 4.13 | 9.11 | 9.00 | 6.56 | 6.23 | 7.24 | 12.38 | 9.86 | 12.63 | 17.33 | 8.39 | 7.10 | 5.24 | 6.20 | 6.42 | 16.12 | 11.33 | 16.91 | 7.63 | 8.23 | 7.80 |
| Draw Down(%) | NA | 6.66 | 10.81 | 30.05 | 30.05 | NA | NA | … | … | 6.66 | 10.81 | 4.97 | 7.81 | 23.62 | 8.42 | 21.64 | 3.55 | 11.67 | 1.24 | 8.70 | 9.65 | 5.33 | 5.92 | 6.92 | 12.14 | 7.32 | 12.89 | 29.93 | 6.34 | 7.63 | 4.38 | 5.73 | 6.01 | 16.87 | 17.21 | 16.57 | 4.94 | 14.91 | 5.73 |
| Yield(%) | 0.00 | 8.56 | 5.17 | 3.19 | 4.71 | 4.64 | 4.82 | … | … | 0.00 | 9.27 | 2.47 | 2.90 | 1.05 | 2.56 | 1.45 | 10.07 | 7.95 | 6.44 | 2.33 | 6.02 | 4.61 | 5.80 | 2.62 | 2.24 | 2.20 | 3.13 | 5.03 | 6.97 | 4.59 | 2.36 | 1.48 | 1.85 | 2.24 | 3.95 | 4.36 | 4.05 | 4.36 | 8.45 |
Data as of 06/05/2026, Common starting date is 03/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTIX (FRANKLIN MODERATE ALLOCATION FUND CLASS A) |
-7.60%
Feb 2000 – Feb 2003 |
-0.48%
Sep 2017 – Sep 2022 |
2.70%
Oct 2013 – Oct 2023 |
3.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTIX (FRANKLIN MODERATE ALLOCATION FUND CLASS A) |
16.57%
Feb 2009 – Feb 2012 |
13.66%
Feb 2009 – Feb 2014 |
8.99%
Feb 2009 – Feb 2019 |
7.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart