Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRTCX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS C) | 3.67% | 11.50% | 8.94% | 3.13% | 3.85% | 3.49% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRTCX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS C) | 12/27/2006 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 11.50 | 8.94 | 3.13 | 3.85 | 3.49 | NA | … | … | 3.67 | 9.12 | 7.51 | 10.86 | -13.34 | 1.87 | 7.58 | 11.11 | -3.57 | 3.04 | 3.93 | -3.32 | 2.40 | 11.47 | 8.44 | -1.51 | 11.92 | 26.99 | -27.28 | 7.54 | -0.27 |
| Sharpe Ratio | NA | 1.75 | 0.94 | 0.08 | 0.35 | NA | NA | … | … | 1.08 | 0.89 | 0.66 | 1.17 | -1.48 | 0.33 | 0.83 | 2.82 | -1.24 | 1.12 | 0.62 | -0.49 | 0.46 | 2.14 | 1.29 | -0.13 | 1.06 | 1.80 | -1.36 | 0.44 | -35.07 |
| Standard Deviation(%) | NA | 5.18 | 6.41 | 7.17 | 6.24 | NA | NA | … | … | 6.23 | 7.05 | 5.89 | 6.21 | 10.04 | 5.56 | 8.82 | 3.42 | 4.00 | 2.14 | 6.01 | 6.86 | 5.22 | 5.34 | 6.56 | 11.95 | 11.21 | 14.93 | 20.74 | 9.99 | 0.92 |
| Draw Down(%) | NA | 4.61 | 7.23 | 20.70 | 20.70 | NA | NA | … | … | 4.61 | 7.23 | 3.03 | 5.66 | 18.44 | 2.80 | 13.49 | 1.69 | 6.28 | 1.01 | 7.32 | 8.33 | 4.41 | 5.15 | 6.34 | 11.93 | 8.84 | 14.66 | 36.03 | 7.53 | 0.27 |
| Yield(%) | 0.00 | 4.15 | 4.60 | 3.55 | 3.50 | 3.61 | 3.23 | … | … | 1.15 | 4.40 | 4.54 | 4.72 | 3.32 | 2.94 | 3.15 | 3.26 | 2.93 | 3.20 | 2.30 | 4.49 | 7.46 | 6.14 | 1.56 | 1.43 | 1.39 | 1.78 | 1.13 | 1.82 | 1.30 |
Data as of 06/03/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRTCX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS C) |
-3.00%
Jun 2007 – Jun 2010 |
-0.73%
Sep 2017 – Sep 2022 |
1.13%
Oct 2013 – Oct 2023 |
1.38%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRTCX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS C) |
17.40%
Feb 2009 – Feb 2012 |
13.50%
Feb 2009 – Feb 2014 |
7.09%
Feb 2009 – Feb 2019 |
5.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart