Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCLX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS C) | 5.49% | 15.69% | 15.36% | 4.73% | 8.16% | 7.86% | 6.37% | … | … |
Data as of 06/03/2026, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCLX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS C) | 12/22/2003 | 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 15.69 | 15.36 | 4.73 | 8.16 | 7.86 | 6.37 | … | … | 5.49 | 13.50 | 14.10 | 24.44 | -27.56 | 11.49 | 9.33 | 24.84 | -7.76 | 19.20 | 6.82 | -1.92 | 5.70 | 30.10 | 14.04 | -3.67 | 12.39 | 31.80 | -38.58 | 4.51 | 14.48 | 6.02 | 10.88 | 1.69 |
| Sharpe Ratio | NA | 1.20 | 0.87 | 0.13 | 0.39 | NA | NA | … | … | 0.86 | 0.60 | 0.84 | 1.60 | -1.15 | 0.84 | 0.34 | 2.00 | -0.59 | 2.81 | 0.46 | -0.14 | 0.51 | 2.88 | 1.09 | -0.16 | 0.71 | 1.36 | -1.14 | 0.10 | 1.20 | 0.50 | 1.14 | 22.50 |
| Standard Deviation(%) | NA | 12.52 | 14.64 | 17.20 | 16.69 | NA | NA | … | … | 14.97 | 17.81 | 12.47 | 13.14 | 25.31 | 13.60 | 26.65 | 11.68 | 15.57 | 6.63 | 14.33 | 13.94 | 11.04 | 10.45 | 12.94 | 23.57 | 17.26 | 23.36 | 34.48 | 13.31 | 9.22 | 7.54 | 8.68 | 4.51 |
| Draw Down(%) | NA | 11.15 | 18.48 | 35.83 | 35.83 | NA | NA | … | … | 11.15 | 17.93 | 8.02 | 11.00 | 33.79 | 7.04 | 32.82 | 6.60 | 19.67 | 2.97 | 13.79 | 12.96 | 9.28 | 6.17 | 11.93 | 21.39 | 14.96 | 25.00 | 48.50 | 10.00 | 8.70 | 5.27 | 7.42 | 0.00 |
| Yield(%) | 0.00 | 7.30 | 6.52 | 3.29 | 4.63 | 4.84 | 4.13 | … | … | 0.00 | 7.55 | 6.10 | 4.71 | 0.01 | 0.51 | 0.15 | 8.78 | 4.49 | 3.72 | 5.03 | 5.05 | 3.62 | 0.39 | 0.22 | 0.25 | 0.44 | 0.84 | 2.42 | 3.55 | 3.59 | 1.85 | 0.78 | 0.49 |
Data as of 06/03/2026, Common starting date is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCLX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS C) |
-15.55%
Feb 2006 – Feb 2009 |
-6.67%
Feb 2004 – Feb 2009 |
3.70%
Feb 2006 – Feb 2016 |
2.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCLX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS C) |
23.18%
Feb 2009 – Feb 2012 |
20.83%
Feb 2009 – Feb 2014 |
13.13%
Feb 2009 – Feb 2019 |
10.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart