Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLRSX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS A) | 5.63% | 16.44% | 13.58% | 6.42% | 7.99% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLRSX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS A) | 01/05/2015 | 06/08/2026 |
| 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 (%) | -1.77 | 16.44 | 13.58 | 6.42 | 7.99 | NA | NA | … | … | 5.63 | 16.18 | 10.87 | 14.99 | -16.61 | 12.98 | 11.52 | 18.81 | -6.32 | 16.73 | 2.93 | -0.35 |
| Sharpe Ratio | NA | 1.64 | 1.08 | 0.35 | 0.59 | NA | NA | … | … | 1.00 | 1.25 | 0.84 | 1.33 | -1.15 | 1.40 | 0.64 | 2.22 | -0.77 | 3.51 | 0.25 | -0.04 |
| Standard Deviation(%) | NA | 8.68 | 9.65 | 10.95 | 10.87 | NA | NA | … | … | 10.80 | 10.69 | 8.67 | 8.60 | 15.68 | 9.24 | 17.43 | 7.81 | 10.02 | 4.60 | 10.71 | 10.65 |
| Draw Down(%) | NA | 6.93 | 10.45 | 22.18 | 24.10 | NA | NA | … | … | 6.93 | 10.45 | 4.77 | 8.13 | 22.08 | 4.48 | 24.10 | 4.19 | 13.68 | 1.43 | 11.05 | 11.16 |
| Yield(%) | 0.00 | 5.76 | 3.74 | 5.03 | 4.90 | 3.41 | 2.56 | … | … | 0.00 | 6.08 | 2.68 | 2.29 | 3.03 | 14.27 | 2.73 | 3.19 | 3.19 | 2.00 | 1.71 | 2.75 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| FLRSX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS A) |
1.27%
Sep 2019 – Sep 2022 |
1.79%
Mar 2015 – Mar 2020 |
5.50%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRSX (FRANKLIN LIFESMART 2030 RETIREMENT TARGET FUND CLASS A) |
15.46%
Sep 2022 – Sep 2025 |
10.36%
Dec 2016 – Dec 2021 |
8.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart