Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTMRX (FRANKLIN MODERATE ALLOCATION FUND CLASS R) | 5.14% | 16.14% | 13.22% | 3.44% | 6.03% | 5.47% | 5.51% | … | … |
Data as of 06/05/2026, Common starting date is 03/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMRX (FRANKLIN MODERATE ALLOCATION FUND CLASS R) | 03/14/1997 | 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 (%) | -1.70 | 16.14 | 13.22 | 3.44 | 6.03 | 5.47 | 5.51 | … | … | 5.14 | 14.71 | 11.55 | 14.14 | -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 | 1.59 | 1.06 | 0.08 | 0.42 | NA | NA | … | … | 0.95 | 1.10 | 0.96 | 1.31 | -1.37 | 0.12 | 0.51 | 2.32 | -0.72 | 3.43 | 0.49 | -0.25 | 0.60 | 2.23 | 1.26 | -0.14 | 1.19 | 1.91 | -1.29 | 0.72 | 1.11 | 0.66 | 1.35 | 3.30 | -0.67 | -0.67 | -0.34 | 1.30 | -0.37 | 0.11 |
| Standard Deviation(%) | NA | 8.46 | 9.44 | 11.23 | 10.55 | NA | NA | … | … | 10.38 | 10.82 | 8.24 | 8.11 | 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 | 6.68 | 10.89 | 30.18 | 30.18 | NA | NA | … | … | 6.68 | 10.89 | 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 | 8.38 | 4.91 | 2.98 | 4.44 | 4.38 | 4.54 | … | … | 0.00 | 9.01 | 2.20 | 2.65 | 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 |
Data as of 06/05/2026, Common starting date is 03/14/1997
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