Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRTSX (FRANKLIN LIFESMART 2020 RETIREMENT TARGET FUND CLASS R6) | 4.11% | 13.37% | 11.11% | 5.43% | 6.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRTSX (FRANKLIN LIFESMART 2020 RETIREMENT TARGET FUND CLASS R6) | 05/23/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 13.37 | 11.11 | 5.43 | 6.55 | NA | NA | … | … | 4.11 | 13.61 | 8.36 | 12.76 | -13.43 | 10.03 | 9.47 | 13.83 | -3.57 | 11.94 | 3.34 | -1.81 | 2.92 |
| Sharpe Ratio | NA | 1.95 | 1.15 | 0.38 | 0.62 | NA | NA | … | … | 1.41 | 1.32 | 0.70 | 1.25 | -1.16 | 1.40 | 0.72 | 2.38 | -0.79 | 3.33 | 0.36 | -0.21 | 0.73 |
| Standard Deviation(%) | NA | 6.63 | 7.60 | 8.78 | 8.27 | NA | NA | … | … | 8.34 | 8.15 | 6.77 | 7.34 | 12.89 | 7.15 | 12.81 | 5.19 | 6.32 | 3.40 | 8.60 | 8.89 | 6.68 |
| Draw Down(%) | NA | 5.57 | 7.60 | 18.76 | 19.06 | NA | NA | … | … | 5.57 | 7.60 | 3.92 | 7.36 | 18.70 | 3.52 | 19.06 | 2.92 | 8.45 | 1.23 | 8.94 | 9.73 | 5.61 |
| Yield(%) | 0.00 | 6.03 | 4.04 | 4.63 | 4.29 | 3.17 | 2.38 | … | … | 0.00 | 6.29 | 3.30 | 2.98 | 3.28 | 9.85 | 2.40 | 3.00 | 3.02 | 1.69 | 2.65 | 2.93 | 3.01 |
Data as of 06/05/2026, Common starting date is 05/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRTSX (FRANKLIN LIFESMART 2020 RETIREMENT TARGET FUND CLASS R6) |
0.77%
Sep 2019 – Sep 2022 |
1.71%
Mar 2015 – Mar 2020 |
4.50%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRTSX (FRANKLIN LIFESMART 2020 RETIREMENT TARGET FUND CLASS R6) |
12.91%
Sep 2022 – Sep 2025 |
8.15%
Dec 2016 – Dec 2021 |
7.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
