Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCCX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS C) | 4.74% | 12.89% | 9.89% | 2.07% | 4.07% | 3.62% | 3.94% | … | … |
Data as of 06/04/2026, Common starting date is 03/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCCX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS C) | 03/13/1997 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 12.89 | 9.89 | 2.07 | 4.07 | 3.62 | 3.94 | … | … | 4.74 | 11.33 | 7.27 | 10.64 | -17.58 | 1.04 | 7.17 | 12.36 | -4.14 | 9.81 | 3.55 | -2.96 | 2.58 | 9.61 | 7.10 | -1.38 | 9.13 | 18.85 | -16.04 | 7.48 | 9.17 | 3.83 | 7.21 | 16.45 | -4.38 | -1.59 | 2.26 | 19.41 | 0.35 | 8.19 |
| Sharpe Ratio | NA | 1.74 | 0.96 | -0.05 | 0.32 | NA | NA | … | … | 1.18 | 1.09 | 0.57 | 1.03 | -1.70 | 0.12 | 0.59 | 2.42 | -0.89 | 2.98 | 0.47 | -0.43 | 0.50 | 1.86 | 1.26 | -0.15 | 1.18 | 2.01 | -1.36 | 0.70 | 1.06 | 0.39 | 1.30 | 3.47 | -0.35 | -0.52 | -0.18 | 2.79 | -0.55 | 1.16 |
| Standard Deviation(%) | NA | 6.22 | 7.21 | 8.40 | 7.75 | NA | NA | … | … | 7.75 | 7.79 | 6.45 | 6.82 | 11.26 | 8.53 | 11.67 | 4.50 | 6.26 | 3.09 | 7.13 | 7.03 | 5.18 | 5.14 | 5.65 | 9.34 | 7.63 | 9.32 | 12.49 | 6.21 | 5.44 | 3.99 | 4.78 | 4.54 | 15.77 | 7.88 | 10.71 | 5.75 | 5.71 | 5.68 |
| Draw Down(%) | NA | 5.30 | 7.85 | 26.28 | 26.28 | NA | NA | … | … | 5.30 | 7.45 | 3.86 | 7.21 | 21.72 | 5.83 | 17.63 | 2.45 | 8.91 | 1.06 | 7.07 | 8.42 | 4.42 | 5.68 | 5.57 | 9.66 | 5.90 | 9.84 | 23.65 | 4.75 | 5.84 | 3.33 | 5.00 | 4.18 | 13.28 | 11.52 | 12.20 | 4.05 | 9.04 | 4.21 |
| Yield(%) | 0.00 | 5.00 | 3.14 | 2.09 | 2.91 | 3.02 | 3.28 | … | … | 0.00 | 5.69 | 1.92 | 1.85 | 0.83 | 1.61 | 0.94 | 6.88 | 6.24 | 1.62 | 1.09 | 5.01 | 3.51 | 5.28 | 1.73 | 1.57 | 1.19 | 2.22 | 4.03 | 5.47 | 4.47 | 1.88 | 1.07 | 1.28 | 1.94 | 3.52 | 7.19 | 4.14 | 2.76 | 3.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FTCCX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS C) |
-4.21%
Sep 2019 – Sep 2022 |
-1.35%
Sep 2017 – Sep 2022 |
1.03%
Oct 2013 – Oct 2023 |
1.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCCX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS C) |
12.49%
Feb 2009 – Feb 2012 |
10.04%
Feb 2009 – Feb 2014 |
6.38%
Apr 1997 – Apr 2007 |
5.55%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart