Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRTX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND CLASS A) | 6.38% | 17.08% | 12.82% | 3.52% | 5.80% | 5.56% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRTX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET 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 (%) | 0.42 | 17.08 | 12.82 | 3.52 | 5.80 | 5.56 | NA | … | … | 6.38 | 14.83 | 9.41 | 13.66 | -18.24 | 1.62 | 8.09 | 16.85 | -5.46 | 14.96 | 2.35 | -2.07 | 4.39 | 20.17 | 10.30 | -2.86 | 14.31 | 31.34 | -33.50 | 8.13 | -0.26 |
| Sharpe Ratio | NA | 1.97 | 1.16 | 0.10 | 0.42 | NA | NA | … | … | 1.47 | 1.28 | 0.75 | 1.27 | -1.39 | 0.14 | 0.50 | 2.34 | -0.79 | 3.43 | 0.21 | -0.21 | 0.54 | 2.63 | 1.12 | -0.17 | 1.08 | 1.78 | -1.29 | 0.42 | -24.77 |
| Standard Deviation(%) | NA | 7.49 | 8.57 | 10.46 | 10.04 | NA | NA | … | … | 9.41 | 9.40 | 7.74 | 7.93 | 14.24 | 11.44 | 15.69 | 6.57 | 8.66 | 4.19 | 10.15 | 10.23 | 8.05 | 7.66 | 9.20 | 16.65 | 13.18 | 17.56 | 26.69 | 12.02 | 1.26 |
| Draw Down(%) | NA | 6.30 | 9.04 | 29.41 | 29.41 | NA | NA | … | … | 6.30 | 9.04 | 4.10 | 7.73 | 23.58 | 7.64 | 22.46 | 3.52 | 11.90 | 1.30 | 10.31 | 10.75 | 6.25 | 5.78 | 8.74 | 16.04 | 10.05 | 16.82 | 42.91 | 8.72 | 0.26 |
| Yield(%) | 0.00 | 8.61 | 5.23 | 3.31 | 3.73 | 4.11 | 3.56 | … | … | 0.00 | 8.99 | 3.60 | 2.93 | 1.05 | 2.68 | 1.64 | 4.05 | 5.80 | 2.00 | 1.87 | 5.48 | 7.57 | 5.05 | 1.56 | 1.60 | 2.07 | 3.20 | 1.26 | 1.91 | 1.30 |
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 |
|---|---|---|---|---|
| FTRTX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND CLASS A) |
-4.96%
Jun 2007 – Jun 2010 |
-0.82%
Sep 2017 – Sep 2022 |
2.33%
Oct 2013 – Oct 2023 |
2.32%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRTX (FRANKLIN LIFESMART 2025 RETIREMENT TARGET FUND CLASS A) |
20.20%
Feb 2009 – Feb 2012 |
17.13%
Feb 2009 – Feb 2014 |
10.12%
Feb 2009 – Feb 2019 |
7.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart