Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGTRX (FRANKLIN GROWTH ALLOCATION FUND CLASS R) | 7.01% | 20.52% | 16.51% | 4.94% | 7.78% | 7.08% | 6.54% | … | … |
Data as of 06/05/2026, Common starting date is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGTRX (FRANKLIN GROWTH ALLOCATION FUND CLASS R) | 04/04/2002 | 06/05/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 20.52 | 16.51 | 4.94 | 7.78 | 7.08 | 6.54 | … | … | 7.01 | 17.52 | 14.89 | 17.33 | -20.46 | 3.59 | 9.28 | 21.56 | -6.68 | 19.17 | 5.11 | -1.93 | 4.72 | 20.67 | 10.22 | -3.40 | 14.02 | 30.87 | -30.92 | 10.32 | 13.65 | 8.10 | 11.06 | 29.84 | -16.82 |
| Sharpe Ratio | NA | 2.07 | 1.23 | 0.21 | 0.49 | NA | NA | … | … | 1.73 | 1.05 | 1.10 | 1.38 | -1.18 | 0.24 | 0.43 | 2.26 | -0.69 | 3.57 | 0.44 | -0.18 | 0.54 | 2.54 | 1.04 | -0.19 | 1.02 | 1.74 | -1.23 | 0.60 | 1.03 | 0.80 | 1.22 | 2.93 | -1.31 |
| Standard Deviation(%) | NA | 10.22 | 11.77 | 13.94 | 13.32 | NA | NA | … | … | 12.45 | 13.94 | 10.27 | 9.98 | 18.65 | 14.86 | 20.98 | 8.90 | 11.76 | 5.22 | 11.23 | 11.07 | 8.68 | 8.12 | 9.88 | 17.66 | 13.73 | 17.66 | 25.81 | 11.93 | 9.94 | 7.30 | 8.28 | 9.95 | 17.47 |
| Draw Down(%) | NA | 8.19 | 14.24 | 33.15 | 33.15 | NA | NA | … | … | 8.19 | 14.24 | 6.57 | 8.90 | 26.15 | 9.48 | 26.38 | 4.67 | 15.39 | 1.53 | 10.48 | 11.27 | 7.04 | 6.33 | 9.33 | 16.92 | 10.76 | 17.13 | 40.67 | 8.78 | 10.78 | 6.06 | 7.07 | 9.76 | 25.33 |
| Yield(%) | 0.00 | 9.18 | 5.72 | 3.22 | 5.14 | 5.09 | 4.97 | … | … | 0.00 | 9.59 | 2.33 | 3.54 | 0.77 | 2.21 | 0.94 | 12.02 | 7.79 | 7.95 | 2.52 | 6.74 | 3.81 | 4.06 | 1.41 | 1.38 | 1.22 | 1.81 | 5.35 | 6.92 | 2.86 | 1.16 | 0.51 | 0.90 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGTRX (FRANKLIN GROWTH ALLOCATION FUND CLASS R) |
-9.38%
Feb 2006 – Feb 2009 |
-1.78%
Feb 2004 – Feb 2009 |
3.52%
Oct 2013 – Oct 2023 |
3.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGTRX (FRANKLIN GROWTH ALLOCATION FUND CLASS R) |
20.00%
Mar 2003 – Mar 2006 |
16.80%
Feb 2009 – Feb 2014 |
10.90%
Feb 2009 – Feb 2019 |
8.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart