Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLSGX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS R) | 7.94% | 20.21% | 15.97% | 7.99% | 9.84% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLSGX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS R) | 01/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 20.21 | 15.97 | 7.99 | 9.84 | NA | NA | … | … | 7.94 | 18.37 | 13.21 | 17.01 | -17.32 | 15.83 | 14.73 | 21.14 | -7.27 | 18.30 | 2.67 | -0.69 |
| Sharpe Ratio | NA | 1.67 | 1.11 | 0.40 | 0.61 | NA | NA | … | … | 1.12 | 1.17 | 0.96 | 1.34 | -0.99 | 1.39 | 0.66 | 2.08 | -0.78 | 3.56 | 0.21 | -0.06 |
| Standard Deviation(%) | NA | 10.53 | 11.54 | 13.18 | 13.09 | NA | NA | … | … | 12.99 | 13.29 | 9.99 | 10.06 | 18.92 | 11.33 | 21.94 | 9.46 | 11.09 | 4.98 | 11.47 | 11.38 |
| Draw Down(%) | NA | 8.18 | 13.25 | 24.01 | 28.18 | NA | NA | … | … | 8.18 | 13.25 | 6.51 | 9.11 | 23.88 | 5.31 | 28.18 | 5.16 | 15.29 | 1.53 | 11.76 | 11.88 |
| Yield(%) | 0.00 | 6.19 | 4.29 | 6.32 | 6.28 | 4.19 | 3.15 | … | … | 0.00 | 6.59 | 3.11 | 2.53 | 2.85 | 21.55 | 3.06 | 2.55 | 3.71 | 1.65 | 1.55 | 2.57 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| FLSGX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS R) |
1.02%
Mar 2017 – Mar 2020 |
1.30%
Mar 2015 – Mar 2020 |
6.45%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLSGX (FRANKLIN LIFESMART 2040 RETIREMENT TARGET FUND CLASS R) |
18.31%
Sep 2022 – Sep 2025 |
12.07%
Mar 2020 – Mar 2025 |
10.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart