Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCAZX (FRANKLIN COREFOLIO ALLOCATION FUND ADVISOR CLASS) | 4.30% | 13.53% | 15.41% | 5.14% | 9.31% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCAZX (FRANKLIN COREFOLIO ALLOCATION FUND ADVISOR CLASS) | 06/26/2013 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 13.53 | 15.41 | 5.14 | 9.31 | NA | NA | … | … | 4.30 | 14.61 | 15.25 | 25.64 | -26.63 | 12.70 | 10.60 | 26.10 | -6.85 | 20.41 | 7.90 | -0.96 | 6.79 | 19.49 |
| Sharpe Ratio | NA | 0.90 | 0.85 | 0.16 | 0.45 | NA | NA | … | … | 0.43 | 0.66 | 0.93 | 1.68 | -1.11 | 0.93 | 0.40 | 2.11 | -0.53 | 3.01 | 0.54 | -0.07 | 0.61 | 4.54 |
| Standard Deviation(%) | NA | 12.79 | 14.71 | 17.23 | 16.58 | NA | NA | … | … | 15.24 | 17.80 | 12.52 | 13.21 | 25.27 | 13.57 | 25.80 | 11.68 | 15.59 | 6.60 | 14.23 | 13.89 | 11.07 | 9.08 |
| Draw Down(%) | NA | 10.98 | 18.23 | 35.08 | 35.08 | NA | NA | … | … | 10.98 | 17.80 | 7.96 | 10.80 | 33.12 | 7.00 | 31.06 | 6.56 | 19.43 | 2.91 | 13.67 | 12.69 | 9.02 | 3.16 |
| Yield(%) | 0.00 | 7.57 | 7.07 | 3.76 | 5.65 | 5.15 | 3.86 | … | … | 0.00 | 7.97 | 6.95 | 5.31 | 0.24 | 1.16 | 1.13 | 9.83 | 5.35 | 4.82 | 6.02 | 5.98 | 4.63 | 1.41 |
Data as of 06/11/2026, Common starting date is 06/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAZX (FRANKLIN COREFOLIO ALLOCATION FUND ADVISOR CLASS) |
-3.29%
Sep 2019 – Sep 2022 |
0.49%
Sep 2017 – Sep 2022 |
5.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAZX (FRANKLIN COREFOLIO ALLOCATION FUND ADVISOR CLASS) |
21.22%
Sep 2022 – Sep 2025 |
13.25%
Feb 2016 – Feb 2021 |
9.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart