Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTCIX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS A) | 5.28% | 7.67% | 7.91% | 5.57% | 4.69% | 5.29% | 5.12% | 5.55% |
Data as of 07/03/2025, AR inception is 03/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCIX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS A) | 03/13/1997 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.07 | 7.67 | 7.91 | 5.57 | 4.69 | 5.29 | 5.12 | 5.55 | 5.28 | 7.38 | 11.38 | -16.82 | 1.85 | 20.93 | 13.26 | -3.44 | 10.58 | 4.38 | -2.25 | 3.35 | 10.39 | 8.00 | -0.70 | 10.00 | 19.67 | -15.41 | 8.29 | 9.92 | 4.71 | 7.98 | 17.36 | -4.25 | -0.95 | 3.05 | 20.28 | 2.97 | 8.76 |
| Sharpe Ratio | NA | 0.30 | 0.56 | 0.30 | 0.34 | NA | NA | 0.48 | 0.38 | 0.12 | 1.07 | -1.63 | 0.22 | 1.25 | 2.62 | -0.76 | 3.22 | 0.59 | -0.33 | 0.64 | 2.03 | 1.41 | -0.08 | 1.29 | 2.10 | -1.29 | 0.86 | 1.23 | 0.65 | 1.45 | 3.72 | -0.34 | -0.42 | -0.10 | 2.99 | -0.06 | 1.33 |
| Standard Deviation(%) | NA | 8.37 | 8.18 | 9.94 | 8.72 | NA | NA | 8.18 | 10.25 | 6.47 | 6.73 | 11.23 | 8.42 | 16.43 | 4.53 | 6.28 | 3.10 | 7.06 | 7.01 | 5.23 | 5.10 | 5.68 | 9.40 | 7.68 | 9.34 | 12.58 | 6.16 | 5.42 | 3.90 | 4.84 | 4.48 | 15.75 | 7.92 | 10.72 | 5.70 | 5.41 | 5.62 |
| Draw Down(%) | NA | 7.64 | 10.50 | 25.67 | 25.67 | NA | NA | 25.67 | 7.38 | 3.75 | 7.00 | 21.19 | 5.69 | 17.57 | 2.40 | 8.31 | 1.03 | 6.94 | 8.12 | 4.36 | 5.65 | 5.41 | 9.37 | 5.84 | 9.70 | 23.31 | 4.69 | 5.77 | 3.18 | 4.85 | 3.95 | 13.19 | 11.09 | 11.95 | 4.02 | 8.75 | 4.18 |
| Yield(%) | 0.00 | 2.35 | 2.58 | 4.50 | 4.36 | 4.71 | 4.68 | 5.32 | 1.15 | 2.67 | 2.60 | 1.45 | 2.37 | 12.86 | 7.56 | 6.88 | 2.38 | 1.81 | 5.64 | 4.19 | 5.94 | 2.46 | 2.28 | 1.90 | 2.91 | 4.60 | 6.12 | 5.14 | 2.59 | 1.78 | 2.05 | 1.92 | 4.21 | 7.86 | 4.91 | 5.22 | 3.49 |
Data as of 07/03/2025, AR inception is 03/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCIX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS A) |
-3.24%
Feb 2000 - Feb 2003 |
1.09%
Feb 2004 - Feb 2009 |
2.97%
Oct 2013 - Oct 2023 |
3.37%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCIX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS A) |
13.33%
Feb 2009 - Feb 2012 |
10.86%
Feb 2009 - Feb 2014 |
7.29%
Apr 1997 - Apr 2007 |
6.29%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart