Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRELX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND CLASS R) | 6.56% | 16.60% | 12.64% | 5.63% | 7.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRELX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND CLASS R) | 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 (%) | 0.28 | 16.60 | 12.64 | 5.63 | 7.03 | NA | NA | … | … | 6.56 | 11.73 | 9.19 | 13.39 | -16.24 | 10.97 | 9.99 | 16.52 | -5.73 | 14.74 | 2.65 | -0.99 |
| Sharpe Ratio | NA | 1.93 | 1.13 | 0.33 | 0.56 | NA | NA | … | … | 1.44 | 0.92 | 0.74 | 1.24 | -1.25 | 1.34 | 0.63 | 2.27 | -0.82 | 3.34 | 0.24 | -0.10 |
| Standard Deviation(%) | NA | 7.51 | 8.51 | 9.77 | 9.65 | NA | NA | … | … | 9.40 | 9.84 | 7.50 | 7.95 | 14.19 | 8.15 | 15.41 | 6.63 | 8.68 | 4.23 | 10.09 | 10.14 |
| Draw Down(%) | NA | 6.33 | 9.08 | 21.80 | 22.55 | NA | NA | … | … | 6.33 | 9.08 | 4.17 | 7.85 | 21.67 | 3.97 | 22.55 | 3.53 | 12.10 | 1.39 | 10.44 | 10.84 |
| Yield(%) | 0.00 | 8.35 | 4.99 | 5.25 | 5.09 | 3.58 | 2.69 | … | … | 0.00 | 8.74 | 3.35 | 2.68 | 2.95 | 11.92 | 3.29 | 3.78 | 5.56 | 1.65 | 2.26 | 5.37 |
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 |
|---|---|---|---|---|
| FRELX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND CLASS R) |
0.13%
Sep 2019 – Sep 2022 |
1.49%
Mar 2015 – Mar 2020 |
4.55%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRELX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND CLASS R) |
13.84%
Sep 2022 – Sep 2025 |
9.01%
Oct 2016 – Oct 2021 |
7.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart