Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMTZX (FRANKLIN MODERATE ALLOCATION FUND ADVISOR CLASS) | 7.61% | 19.01% | 14.61% | 4.39% | 6.80% | 6.15% | 5.62% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMTZX (FRANKLIN MODERATE ALLOCATION FUND ADVISOR CLASS) | 12/28/2005 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 19.01 | 14.61 | 4.39 | 6.80 | 6.15 | 5.62 | … | … | 7.61 | 15.31 | 12.06 | 14.73 | -18.40 | 2.10 | 9.13 | 17.68 | -4.56 | 15.20 | 5.27 | -1.66 | 4.40 | 14.57 | 9.62 | -1.24 | 12.32 | 24.98 | -24.53 | 5.64 | 10.04 | -0.23 |
| Sharpe Ratio | NA | 2.06 | 1.24 | 0.17 | 0.49 | NA | NA | … | … | 1.61 | 1.16 | 1.02 | 1.37 | -1.34 | 0.17 | 0.55 | 2.43 | -0.66 | 3.54 | 0.55 | -0.19 | 0.67 | 2.32 | 1.34 | -0.10 | 1.24 | 1.97 | -1.45 | 0.29 | 0.93 | -6.55 |
| Standard Deviation(%) | NA | 8.21 | 9.37 | 11.19 | 10.51 | NA | NA | … | … | 10.13 | 10.77 | 8.24 | 8.18 | 14.83 | 12.30 | 16.11 | 6.68 | 9.04 | 4.12 | 9.14 | 9.02 | 6.53 | 6.26 | 7.21 | 12.40 | 9.82 | 12.62 | 17.54 | 8.72 | 7.15 | 4.25 |
| Draw Down(%) | NA | 6.65 | 10.75 | 29.87 | 29.87 | NA | NA | … | … | 6.65 | 10.75 | 4.61 | 7.81 | 23.48 | 8.35 | 21.61 | 3.54 | 11.50 | 1.19 | 8.62 | 9.54 | 5.27 | 5.92 | 6.91 | 12.09 | 7.45 | 12.89 | 31.79 | 7.23 | 7.56 | 0.30 |
| Yield(%) | 0.00 | 8.97 | 5.51 | 3.45 | 4.99 | 4.92 | 4.60 | … | … | 0.23 | 9.52 | 2.74 | 3.16 | 1.27 | 2.82 | 1.70 | 10.33 | 8.20 | 6.74 | 2.59 | 6.24 | 4.86 | 6.06 | 2.88 | 2.48 | 2.23 | 3.40 | 1.34 | 3.33 | 3.14 | 1.35 |
Data as of 06/04/2026, Common starting date is 12/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTZX (FRANKLIN MODERATE ALLOCATION FUND ADVISOR CLASS) |
-7.90%
Feb 2006 – Feb 2009 |
-0.24%
Sep 2017 – Sep 2022 |
2.96%
Oct 2013 – Oct 2023 |
2.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTZX (FRANKLIN MODERATE ALLOCATION FUND ADVISOR CLASS) |
16.76%
Feb 2009 – Feb 2012 |
13.88%
Feb 2009 – Feb 2014 |
9.24%
Feb 2009 – Feb 2019 |
7.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart