Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCZX (FRANKLIN CONSERVATIVE ALLOCATION FUND ADVISOR CLASS) | 5.29% | 14.07% | 11.02% | 3.13% | 5.12% | 4.66% | 4.58% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCZX (FRANKLIN CONSERVATIVE ALLOCATION FUND ADVISOR CLASS) | 12/28/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 14.07 | 11.02 | 3.13 | 5.12 | 4.66 | 4.58 | … | … | 5.29 | 12.45 | 8.33 | 11.75 | -16.67 | 2.09 | 8.27 | 13.54 | -3.19 | 10.88 | 4.34 | -2.01 | 3.61 | 10.68 | 8.27 | -0.47 | 10.26 | 18.22 | -16.71 | 5.76 | 8.31 | -0.18 |
| Sharpe Ratio | NA | 1.92 | 1.11 | 0.08 | 0.45 | NA | NA | … | … | 1.35 | 1.23 | 0.73 | 1.19 | -1.62 | 0.24 | 0.68 | 2.69 | -0.73 | 3.28 | 0.58 | -0.29 | 0.69 | 2.06 | 1.46 | -0.05 | 1.33 | 1.93 | -1.38 | 0.41 | 0.91 | -7.13 |
| Standard Deviation(%) | NA | 6.27 | 7.24 | 8.40 | 7.75 | NA | NA | … | … | 7.83 | 7.84 | 6.44 | 6.85 | 11.22 | 8.46 | 11.68 | 4.49 | 6.27 | 3.13 | 7.15 | 7.04 | 5.22 | 5.16 | 5.67 | 9.34 | 7.63 | 9.41 | 12.81 | 6.37 | 5.40 | 3.25 |
| Draw Down(%) | NA | 5.22 | 7.58 | 25.41 | 25.41 | NA | NA | … | … | 5.22 | 7.39 | 3.76 | 6.94 | 20.97 | 5.62 | 17.57 | 2.33 | 8.07 | 1.03 | 6.95 | 8.07 | 4.30 | 5.65 | 5.42 | 9.27 | 5.77 | 9.71 | 24.69 | 5.30 | 5.89 | 0.24 |
| Yield(%) | 0.00 | 5.99 | 4.20 | 2.97 | 3.88 | 3.96 | 3.88 | … | … | 0.30 | 6.61 | 2.94 | 2.87 | 1.67 | 2.62 | 1.93 | 7.83 | 7.14 | 2.68 | 1.69 | 5.89 | 4.44 | 6.21 | 2.72 | 2.51 | 2.14 | 1.54 | 3.06 | 3.75 | 3.54 | 1.37 |
Data as of 06/04/2026, Common starting date is 12/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCZX (FRANKLIN CONSERVATIVE ALLOCATION FUND ADVISOR CLASS) |
-4.42%
Feb 2006 – Feb 2009 |
-0.30%
Sep 2017 – Sep 2022 |
2.04%
Oct 2013 – Oct 2023 |
2.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCZX (FRANKLIN CONSERVATIVE ALLOCATION FUND ADVISOR CLASS) |
13.04%
Feb 2009 – Feb 2012 |
10.81%
Feb 2009 – Feb 2014 |
7.11%
Feb 2009 – Feb 2019 |
5.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart