Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTCRX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS R) | 4.22% | 5.37% | 7.35% | 2.66% | 3.07% | 4.05% | 4.18% | 4.38% |
Data as of 07/11/2025, AR inception is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCRX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS R) | 03/14/2002 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.37 | 7.35 | 2.66 | 3.07 | 4.05 | 4.18 | 4.38 | 4.22 | 7.75 | 11.16 | -17.14 | 1.71 | 7.66 | 12.93 | -3.64 | 10.26 | 4.15 | -2.52 | 3.10 | 10.14 | 7.68 | -0.95 | 9.96 | 19.46 | -15.58 | 7.91 | 9.74 | 4.38 | 7.75 | 17.07 | -7.25 |
| Sharpe Ratio | NA | 0.26 | 0.49 | 0.06 | 0.22 | NA | NA | 0.40 | 0.53 | 0.18 | 1.02 | -1.66 | 0.20 | 0.63 | 2.57 | -0.78 | 3.11 | 0.55 | -0.36 | 0.59 | 1.96 | 1.37 | -0.10 | 1.30 | 2.09 | -1.31 | 0.79 | 1.18 | 0.57 | 1.43 | 3.62 | -0.57 |
| Standard Deviation(%) | NA | 8.37 | 8.17 | 8.45 | 7.92 | NA | NA | 8.00 | 9.80 | 6.44 | 6.84 | 11.23 | 8.42 | 11.69 | 4.48 | 6.34 | 3.11 | 7.11 | 6.99 | 5.21 | 5.16 | 5.62 | 9.39 | 7.62 | 9.25 | 12.57 | 6.22 | 5.50 | 3.87 | 4.77 | 4.53 | 17.50 |
| Draw Down(%) | NA | 7.72 | 10.54 | 25.84 | 25.84 | NA | NA | 25.84 | 7.46 | 3.82 | 7.03 | 21.39 | 5.66 | 17.59 | 2.41 | 8.51 | 1.04 | 6.97 | 8.21 | 4.31 | 5.67 | 5.57 | 9.52 | 5.56 | 9.73 | 23.41 | 4.77 | 5.79 | 3.22 | 4.98 | 4.05 | 13.73 |
| Yield(%) | 0.00 | 1.70 | 2.19 | 1.89 | 2.96 | 3.52 | 3.74 | 3.87 | 0.66 | 2.42 | 2.35 | 1.26 | 2.09 | 1.42 | 7.30 | 6.66 | 2.11 | 1.57 | 5.40 | 3.94 | 5.69 | 2.21 | 2.04 | 1.92 | 2.68 | 4.40 | 5.91 | 4.89 | 2.35 | 1.55 | 1.86 | 0.30 |
Data as of 07/11/2025, AR inception is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCRX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS R) |
-3.67%
Sep 2019 - Sep 2022 |
-0.83%
Sep 2017 - Sep 2022 |
1.55%
Oct 2013 - Oct 2023 |
2.34%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCRX (FRANKLIN CONSERVATIVE ALLOCATION FUND CLASS R) |
13.14%
Feb 2009 - Feb 2012 |
10.64%
Feb 2009 - Feb 2014 |
6.79%
Feb 2009 - Feb 2019 |
6.04%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart