Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLRDX (FRANKLIN LIFESMART RETIREMENT INCOME FUND ADVISOR CLASS) | 2.88% | 10.52% | 9.40% | 4.52% | 5.33% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLRDX (FRANKLIN LIFESMART RETIREMENT INCOME FUND ADVISOR CLASS) | 01/05/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 10.52 | 9.40 | 4.52 | 5.33 | NA | NA | … | … | 2.88 | 10.26 | 8.57 | 11.97 | -11.62 | 5.53 | 8.72 | 12.12 | -2.20 | 5.14 | 5.57 | -1.48 |
| Sharpe Ratio | NA | 1.66 | 1.03 | 0.30 | 0.61 | NA | NA | … | … | 0.84 | 1.06 | 0.91 | 1.33 | -1.29 | 1.15 | 0.96 | 3.09 | -0.91 | 2.30 | 0.89 | -0.22 |
| Standard Deviation(%) | NA | 5.36 | 6.32 | 7.07 | 6.17 | NA | NA | … | … | 6.49 | 7.02 | 5.43 | 6.30 | 10.18 | 4.81 | 8.78 | 3.44 | 3.95 | 1.95 | 6.01 | 6.83 |
| Draw Down(%) | NA | 4.53 | 7.14 | 17.04 | 17.04 | NA | NA | … | … | 4.53 | 7.14 | 2.89 | 5.49 | 17.00 | 2.59 | 13.45 | 1.67 | 6.06 | 0.99 | 7.22 | 7.98 |
| Yield(%) | 0.00 | 5.41 | 5.71 | 5.14 | 4.97 | 3.51 | 2.63 | … | … | 1.86 | 5.36 | 5.53 | 5.77 | 5.09 | 6.53 | 4.20 | 4.25 | 4.20 | 4.24 | 3.74 | 5.44 |
Data as of 06/10/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRDX (FRANKLIN LIFESMART RETIREMENT INCOME FUND ADVISOR CLASS) |
-0.77%
Sep 2019 – Sep 2022 |
1.04%
Sep 2017 – Sep 2022 |
3.66%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRDX (FRANKLIN LIFESMART RETIREMENT INCOME FUND ADVISOR CLASS) |
11.69%
Sep 2022 – Sep 2025 |
6.48%
Feb 2016 – Feb 2021 |
5.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart