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FGTZX: Ftfa-Franklin Templeton Growth Target Fun (MUTUAL FUND)
Basic Info 23.47 0.59(2.45%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 12/28/2005 |
| Last Dividend Date: | 03/31/2026 |
| 12-Mo. Yield | 9.55% |
| Expenses | 0.89% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 7.3 | 21.2 | 17.1 | 5.5 | 8.4 | 7.6 | 6.6 | 6.6 | 18.1 | 15.4 | 17.9 | -20.0 | 4.3 | 9.9 | 22.2 | -6.2 | 19.8 | 5.6 | -1.4 | 5.2 | 21.3 | 10.8 | -2.9 | 14.6 | 31.4 | -33.6 | 5.7 | 13.4 | -0.3 |
| Sharpe Ratio | NA | 1.21 | 1.76 | 1.17 | 0.22 | 0.51 | NA | NA | 0.39 | 1.1 | 1.15 | 1.45 | -1.15 | 0.29 | 0.46 | 2.33 | -0.65 | 3.64 | 0.48 | -0.13 | 0.6 | 2.62 | 1.1 | -0.17 | 1.06 | 1.78 | -1.31 | 0.21 | 1.01 | -7.67 |
| Draw Down(%) | NA | 8.1 | 8.1 | 14.2 | 32.7 | 32.7 | NA | NA | 46.6 | 14.2 | 6.5 | 8.8 | 25.8 | 9.3 | 26.4 | 4.7 | 15.0 | 1.5 | 10.5 | 11.2 | 7.0 | 6.3 | 9.3 | 16.8 | 10.7 | 17.1 | 43.0 | 10.0 | 10.7 | 0.4 |
| Standard Deviation(%) | NA | 12.8 | 10.6 | 11.8 | 13.9 | 13.3 | NA | NA | 13.9 | 14.0 | 10.2 | 9.9 | 18.7 | 14.7 | 21.0 | 8.9 | 11.8 | 5.3 | 11.2 | 11.1 | 8.7 | 8.1 | 9.9 | 17.7 | 13.7 | 17.6 | 26.4 | 12.3 | 10.0 | 4.5 |
| Treynor Ratio | NA | 0.12 | 0.15 | 0.12 | 0.03 | 0.07 | NA | NA | 0.05 | 0.13 | 0.1 | 0.14 | -0.19 | 0.03 | 0.14 | 0.17 | -0.07 | 0.16 | 0.04 | -0.01 | 0.04 | 0.19 | 0.08 | -0.02 | 0.12 | 0.31 | -0.32 | 0.02 | 0.08 | -0.17 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.05 | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.03 | -0.01 | 0.04 | -0.05 | 0.0 | 0.0 | 0.36 |
| Beta | NA | 1.32 | 1.27 | 1.19 | 1.16 | 1.01 | NA | NA | 1.08 | 1.2 | 1.17 | 1.06 | 1.12 | 1.25 | 0.69 | 1.22 | 1.17 | 1.19 | 1.36 | 1.22 | 1.19 | 1.14 | 1.28 | 1.27 | 1.24 | 1.0 | 1.07 | 1.18 | 1.32 | 2.0 |
| RSquared | NA | 0.96 | 0.96 | 0.95 | 0.85 | 0.73 | NA | NA | 0.82 | 0.97 | 0.94 | 0.93 | 0.92 | 0.51 | 0.46 | 0.95 | 0.95 | 0.82 | 0.9 | 0.92 | 0.84 | 0.93 | 0.91 | 0.96 | 0.91 | 0.89 | 0.92 | 0.77 | 0.78 | 1.0 |
| Yield(%) | N/A | 0.1 | 9.5 | 6.1 | 3.6 | 5.6 | 5.6 | 5.0 | N/A | 9.9 | 2.8 | 4.0 | 1.1 | 2.7 | 1.4 | 12.5 | 8.2 | 8.4 | 3.1 | 7.2 | 4.3 | 4.5 | 1.9 | 1.8 | 1.6 | 2.3 | 1.6 | 2.2 | 2.4 | 1.1 |
| Dividend Growth(%) | N/A | -99.3 | 367.7 | 209.6 | -34.6 | 105.6 | N/A | N/A | N/A | 295.7 | -19.7 | 195.8 | -60.0 | 102.3 | -87.3 | 28.4 | 8.6 | 189.1 | -61.6 | 70.5 | 7.1 | 157.7 | 1.8 | 23.5 | -7.4 | -2.8 | -27.7 | 0.3 | 120.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2005
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