Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTMRX (FRANKLIN MODERATE ALLOCATION FUND CLASS R) | 2.87% | 6.88% | 6.76% | 4.01% | 3.78% | 5.08% | 5.21% | 5.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMRX (FRANKLIN MODERATE ALLOCATION FUND CLASS R) | 03/14/1997 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 03/14/1997.
AR inception is since 03/14/1997.
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.54 | 6.88 | 6.76 | 4.01 | 3.78 | 5.08 | 5.21 | 5.06 | 2.87 | 10.74 | 13.37 | -18.79 | 1.53 | 8.58 | 17.06 | -5.04 | 14.70 | 4.72 | -2.18 | 3.90 | 13.98 | 9.10 | -1.73 | 11.76 | 24.36 | -21.46 | 9.16 | 11.28 | 5.73 | 9.31 | 22.20 | -9.61 | -4.56 | -0.92 | 26.47 | -1.04 | 3.78 |
| Sharpe Ratio | NA | 0.05 | 0.21 | 0.15 | 0.20 | NA | NA | 0.31 | 0.32 | 0.50 | 1.14 | -1.36 | 0.12 | 0.51 | 2.33 | -0.71 | 3.44 | 0.49 | -0.25 | 0.60 | 2.23 | 1.26 | -0.14 | 1.19 | 1.91 | -1.29 | 0.74 | 1.13 | 0.68 | 1.36 | 3.30 | -0.67 | -0.65 | -0.33 | 1.30 | -0.36 | 0.12 |
| Standard Deviation(%) | NA | 11.48 | 11.01 | 11.67 | 10.71 | NA | NA | 10.96 | 15.41 | 8.32 | 8.06 | 14.86 | 12.31 | 16.28 | 6.72 | 8.99 | 4.11 | 9.13 | 8.98 | 6.46 | 6.24 | 7.27 | 12.43 | 9.84 | 12.68 | 17.29 | 8.42 | 7.09 | 5.23 | 6.17 | 6.52 | 16.00 | 10.69 | 15.01 | 17.84 | 12.08 | 10.16 |
| Draw Down(%) | NA | 11.73 | 14.15 | 30.18 | 30.18 | NA | NA | 32.26 | 11.19 | 4.63 | 7.89 | 23.82 | 8.34 | 21.68 | 3.55 | 11.87 | 1.24 | 8.73 | 9.71 | 5.35 | 6.01 | 7.01 | 12.30 | 7.51 | 12.92 | 30.04 | 6.36 | 7.58 | 4.42 | 5.85 | 6.12 | 17.86 | 9.34 | 11.43 | 0.00 | 10.54 | 5.78 |
| Yield(%) | 0.00 | 0.81 | 1.41 | 1.55 | 3.57 | 4.15 | 4.45 | 4.54 | 0.00 | 1.39 | 1.93 | 0.87 | 2.28 | 1.19 | 9.79 | 7.68 | 6.07 | 2.03 | 5.77 | 4.37 | 5.56 | 2.37 | 2.01 | 1.75 | 2.88 | 4.82 | 6.74 | 4.31 | 2.15 | 1.24 | 1.64 | 0.24 | 2.74 | 4.39 | 4.08 | 2.70 | 3.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMRX (FRANKLIN MODERATE ALLOCATION FUND CLASS R) |
-8.90%
Mar 2000 - Mar 2003 |
-0.74%
Sep 2017 - Sep 2022 |
2.35%
Jun 2000 - Jun 2010 |
2.82%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMRX (FRANKLIN MODERATE ALLOCATION FUND CLASS R) |
16.21%
Feb 2009 - Feb 2012 |
13.34%
Feb 2009 - Feb 2014 |
8.70%
Feb 2009 - Feb 2019 |
7.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart