Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTMTX (FRANKLIN MODERATE ALLOCATION FUND CLASS C) | 3.82% | 7.13% | 8.33% | 3.14% | 3.58% | 4.74% | 4.63% | 4.75% |
Data as of 06/13/2025, AR inception is 03/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMTX (FRANKLIN MODERATE ALLOCATION FUND CLASS C) | 03/13/1997 | 06/13/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 7.13 | 8.33 | 3.14 | 3.58 | 4.74 | 4.63 | 4.75 | 3.82 | 10.96 | 12.84 | -19.36 | 0.74 | 7.89 | 16.52 | -5.53 | 14.10 | 4.26 | -2.68 | 3.36 | 13.42 | 8.52 | -2.17 | 11.11 | 23.82 | -21.87 | 8.61 | 10.73 | 5.25 | 8.74 | 21.53 | -8.03 | -4.95 | -1.83 | 26.30 | -0.76 | 4.93 |
| Sharpe Ratio | NA | 0.34 | 0.47 | 0.10 | 0.20 | NA | NA | 0.30 | 0.39 | 0.53 | 1.07 | -1.40 | 0.06 | 0.47 | 2.27 | -0.76 | 3.29 | 0.44 | -0.30 | 0.51 | 2.14 | 1.18 | -0.18 | 1.11 | 1.87 | -1.32 | 0.67 | 1.06 | 0.60 | 1.27 | 3.26 | -0.57 | -0.66 | -0.35 | 3.00 | -0.50 | 0.28 |
| Standard Deviation(%) | NA | 11.47 | 10.68 | 11.55 | 10.75 | NA | NA | 10.50 | 14.35 | 8.28 | 8.12 | 14.88 | 12.50 | 16.29 | 6.67 | 9.01 | 4.12 | 9.15 | 9.05 | 6.50 | 6.27 | 7.23 | 12.33 | 9.90 | 12.67 | 17.24 | 8.37 | 7.10 | 5.17 | 6.16 | 6.40 | 16.02 | 11.26 | 16.92 | 7.68 | 8.20 | 9.27 |
| Draw Down(%) | NA | 10.89 | 12.12 | 30.76 | 30.76 | NA | NA | 32.63 | 10.87 | 4.69 | 7.95 | 24.25 | 8.59 | 21.71 | 3.59 | 12.25 | 1.23 | 8.72 | 9.90 | 5.40 | 6.00 | 7.00 | 12.47 | 7.68 | 13.04 | 30.28 | 6.39 | 7.69 | 4.49 | 6.00 | 6.19 | 17.14 | 17.59 | 17.05 | 5.00 | 15.22 | 9.61 |
| Yield(%) | 0.00 | 1.46 | 1.42 | 1.30 | 3.37 | 3.81 | 3.93 | 4.17 | 0.23 | 1.75 | 1.47 | 0.56 | 1.80 | 0.74 | 9.52 | 7.36 | 5.76 | 1.57 | 5.45 | 3.97 | 5.17 | 1.91 | 1.57 | 1.29 | 2.44 | 4.48 | 6.32 | 3.86 | 1.72 | 0.77 | 1.10 | 1.60 | 3.28 | 3.65 | 3.28 | 3.68 | 3.25 |
Data as of 06/13/2025, AR inception is 03/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMTX (FRANKLIN MODERATE ALLOCATION FUND CLASS C) |
-8.27%
Feb 2000 - Feb 2003 |
-1.35%
Sep 2017 - Sep 2022 |
1.80%
Oct 2013 - Oct 2023 |
2.27%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMTX (FRANKLIN MODERATE ALLOCATION FUND CLASS C) |
15.59%
Feb 2009 - Feb 2012 |
12.76%
Feb 2009 - Feb 2014 |
8.15%
Feb 2009 - Feb 2019 |
6.84%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart