Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRAX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS A) | 3.89% | 12.40% | 9.91% | 4.02% | 4.73% | 4.32% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRAX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS A) | 12/27/2006 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 12.40 | 9.91 | 4.02 | 4.73 | 4.32 | NA | … | … | 3.89 | 10.47 | 8.38 | 11.65 | -12.60 | 2.77 | 8.42 | 11.93 | -2.49 | 3.79 | 4.61 | -2.59 | 3.08 | 12.28 | 9.21 | -0.82 | 12.77 | 28.49 | -26.74 | 8.35 | -0.28 |
| Sharpe Ratio | NA | 1.96 | 1.11 | 0.21 | 0.50 | NA | NA | … | … | 1.19 | 1.09 | 0.85 | 1.30 | -1.40 | 0.50 | 0.92 | 2.96 | -0.97 | 1.45 | 0.73 | -0.38 | 0.59 | 2.33 | 1.40 | -0.07 | 1.12 | 1.90 | -1.33 | 0.53 | -32.37 |
| Standard Deviation(%) | NA | 5.17 | 6.28 | 7.11 | 6.22 | NA | NA | … | … | 6.14 | 6.99 | 5.61 | 6.19 | 10.06 | 5.54 | 8.88 | 3.53 | 4.00 | 2.16 | 6.04 | 6.90 | 5.18 | 5.25 | 6.58 | 11.97 | 11.28 | 14.93 | 20.69 | 9.95 | 1.02 |
| Draw Down(%) | NA | 4.49 | 7.20 | 20.03 | 20.03 | NA | NA | … | … | 4.49 | 7.20 | 2.90 | 5.46 | 17.89 | 2.72 | 13.44 | 1.70 | 6.12 | 1.02 | 7.33 | 8.15 | 4.36 | 5.02 | 6.29 | 11.69 | 8.79 | 14.68 | 35.59 | 7.57 | 0.28 |
| Yield(%) | 0.00 | 4.98 | 5.53 | 4.32 | 4.32 | 4.35 | 3.98 | … | … | 1.39 | 5.61 | 5.31 | 5.53 | 4.10 | 3.73 | 3.97 | 4.04 | 3.93 | 3.94 | 2.89 | 5.14 | 8.08 | 6.79 | 2.27 | 2.10 | 2.06 | 3.11 | 1.65 | 2.17 | 1.38 |
Data as of 06/03/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRAX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS A) |
-2.16%
Jun 2007 – Jun 2010 |
0.12%
Sep 2017 – Sep 2022 |
1.94%
Oct 2013 – Oct 2023 |
2.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRAX (FRANKLIN LIFESMART RETIREMENT INCOME FUND CLASS A) |
18.46%
Feb 2009 – Feb 2012 |
14.42%
Feb 2009 – Feb 2014 |
7.95%
Feb 2009 – Feb 2019 |
6.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart