Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCOX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS A) | 6.49% | 16.85% | 16.45% | 5.53% | 9.00% | 8.79% | 7.20% | … | … |
Data as of 06/04/2026, Common starting date is 08/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCOX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS A) | 08/20/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 16.85 | 16.45 | 5.53 | 9.00 | 8.79 | 7.20 | … | … | 6.49 | 14.34 | 14.89 | 25.42 | -26.86 | 12.40 | 10.28 | 25.79 | -7.10 | 20.06 | 7.64 | -1.19 | 6.48 | 31.01 | 14.79 | -2.90 | 13.14 | 32.74 | -38.13 | 5.21 | 15.25 | 6.63 | 11.66 | 10.08 |
| Sharpe Ratio | NA | 1.28 | 0.93 | 0.18 | 0.45 | NA | NA | … | … | 0.91 | 0.64 | 0.90 | 1.66 | -1.12 | 0.91 | 0.38 | 2.07 | -0.55 | 2.95 | 0.52 | -0.09 | 0.59 | 2.96 | 1.14 | -0.12 | 0.75 | 1.40 | -1.13 | 0.16 | 1.30 | 0.58 | 1.24 | 3.76 |
| Standard Deviation(%) | NA | 12.49 | 14.67 | 17.20 | 16.69 | NA | NA | … | … | 14.98 | 17.83 | 12.49 | 13.21 | 25.25 | 13.60 | 26.63 | 11.72 | 15.54 | 6.61 | 14.38 | 13.95 | 11.04 | 10.48 | 13.01 | 23.57 | 17.30 | 23.34 | 34.52 | 13.31 | 9.17 | 7.57 | 8.64 | 7.82 |
| Draw Down(%) | NA | 11.04 | 18.33 | 35.23 | 35.23 | NA | NA | … | … | 11.04 | 17.85 | 8.01 | 10.87 | 33.25 | 7.00 | 32.76 | 6.53 | 19.50 | 2.92 | 13.75 | 12.83 | 9.10 | 6.10 | 11.87 | 21.14 | 14.81 | 24.94 | 48.22 | 9.94 | 8.68 | 5.30 | 7.12 | 3.02 |
| Yield(%) | 0.00 | 7.44 | 6.92 | 3.60 | 5.24 | 5.72 | 4.91 | … | … | 0.00 | 7.76 | 6.70 | 5.06 | 0.04 | 1.02 | 0.88 | 9.56 | 5.12 | 4.53 | 5.75 | 5.70 | 4.32 | 1.18 | 1.00 | 0.96 | 1.09 | 1.63 | 3.00 | 4.18 | 4.19 | 2.41 | 1.05 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCOX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS A) |
-14.97%
Feb 2006 – Feb 2009 |
-6.05%
Feb 2004 – Feb 2009 |
4.44%
Feb 2006 – Feb 2016 |
3.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCOX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS A) |
24.08%
Feb 2009 – Feb 2012 |
21.68%
Feb 2009 – Feb 2014 |
13.95%
Feb 2009 – Feb 2019 |
11.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart