Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTGTX (FRANKLIN GROWTH ALLOCATION FUND CLASS C) | 6.79% | 19.89% | 15.92% | 4.36% | 7.20% | 6.52% | 5.99% | … | … |
Data as of 06/05/2026, Common starting date is 09/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTGTX (FRANKLIN GROWTH ALLOCATION FUND CLASS C) | 09/12/1997 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 19.89 | 15.92 | 4.36 | 7.20 | 6.52 | 5.99 | … | … | 6.79 | 16.93 | 14.34 | 16.69 | -20.94 | 2.85 | 8.66 | 20.95 | -7.13 | 18.56 | 4.58 | -2.41 | 4.21 | 20.05 | 9.71 | -3.91 | 13.67 | 30.19 | -31.26 | 9.72 | 13.08 | 7.63 | 10.46 | 28.97 | -15.18 | -11.97 | -5.83 | 40.08 | -0.77 | -2.13 |
| Sharpe Ratio | NA | 2.01 | 1.19 | 0.17 | 0.44 | NA | NA | … | … | 1.69 | 1.01 | 1.06 | 1.32 | -1.20 | 0.19 | 0.40 | 2.18 | -0.73 | 3.43 | 0.39 | -0.22 | 0.49 | 2.46 | 0.98 | -0.22 | 1.00 | 1.70 | -1.25 | 0.55 | 0.98 | 0.74 | 1.15 | 2.87 | -1.02 | -0.85 | -0.41 | 3.59 | -0.42 | -0.81 |
| Standard Deviation(%) | NA | 10.25 | 11.71 | 13.93 | 13.32 | NA | NA | … | … | 12.44 | 13.92 | 10.10 | 9.95 | 18.66 | 14.97 | 20.95 | 8.92 | 11.76 | 5.24 | 11.25 | 11.07 | 8.63 | 8.13 | 9.92 | 17.62 | 13.65 | 17.70 | 25.77 | 11.98 | 9.94 | 7.22 | 8.27 | 9.83 | 15.94 | 17.27 | 24.73 | 10.22 | 10.11 | 12.97 |
| Draw Down(%) | NA | 8.22 | 14.26 | 33.61 | 33.61 | NA | NA | … | … | 8.22 | 14.26 | 6.39 | 9.02 | 26.52 | 9.64 | 26.46 | 4.74 | 15.73 | 1.56 | 10.55 | 11.46 | 7.14 | 6.39 | 9.35 | 17.14 | 10.68 | 17.17 | 40.94 | 8.79 | 10.77 | 6.07 | 7.08 | 9.85 | 25.56 | 28.11 | 25.58 | 6.20 | 18.75 | 8.77 |
| Yield(%) | 0.00 | 8.96 | 5.35 | 2.92 | 4.72 | 4.62 | 4.49 | … | … | 0.00 | 9.35 | 1.85 | 3.18 | 0.47 | 1.94 | 0.62 | 11.59 | 7.20 | 7.56 | 2.07 | 6.42 | 3.41 | 3.63 | 0.91 | 0.92 | 0.91 | 1.26 | 4.95 | 6.65 | 2.49 | 0.92 | 0.00 | 0.30 | 0.25 | 2.00 | 2.54 | 5.33 | 4.34 | 2.33 |
Data as of 06/05/2026, Common starting date is 09/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTGTX (FRANKLIN GROWTH ALLOCATION FUND CLASS C) |
-15.61%
Feb 2000 – Feb 2003 |
-2.59%
Mar 1998 – Mar 2003 |
0.36%
Feb 2000 – Feb 2010 |
2.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTGTX (FRANKLIN GROWTH ALLOCATION FUND CLASS C) |
19.41%
Feb 2009 – Feb 2012 |
16.29%
Feb 2009 – Feb 2014 |
10.38%
Feb 2009 – Feb 2019 |
8.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart