Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRTAX (FRANKLIN LIFESMART 2035 RETIREMENT TARGET FUND CLASS A) | 6.44% | 18.28% | 15.01% | 3.73% | 6.81% | 6.54% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRTAX (FRANKLIN LIFESMART 2035 RETIREMENT TARGET FUND CLASS A) | 12/27/2006 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 18.28 | 15.01 | 3.73 | 6.81 | 6.54 | NA | … | … | 6.44 | 17.56 | 12.26 | 16.19 | -19.10 | -0.89 | 10.48 | 20.36 | -6.88 | 17.93 | 3.11 | -1.99 | 4.96 | 22.07 | 10.33 | -2.97 | 14.78 | 33.37 | -37.96 | 8.31 | -0.44 |
| Sharpe Ratio | NA | 1.67 | 1.11 | 0.09 | 0.41 | NA | NA | … | … | 1.06 | 1.23 | 0.90 | 1.35 | -1.18 | -0.06 | 0.50 | 2.18 | -0.77 | 3.56 | 0.25 | -0.18 | 0.56 | 2.66 | 1.06 | -0.17 | 0.95 | 1.60 | -1.25 | 0.37 | -58.40 |
| Standard Deviation(%) | NA | 9.60 | 10.68 | 13.43 | 12.86 | NA | NA | … | … | 11.92 | 12.00 | 9.60 | 9.37 | 17.42 | 16.41 | 20.56 | 8.67 | 10.72 | 4.87 | 11.46 | 11.13 | 8.81 | 8.28 | 9.81 | 17.91 | 15.53 | 20.84 | 31.16 | 13.89 | 0.78 |
| Draw Down(%) | NA | 7.63 | 11.83 | 34.19 | 34.19 | NA | NA | … | … | 7.63 | 11.83 | 5.69 | 8.56 | 25.21 | 12.01 | 27.53 | 4.70 | 14.73 | 1.44 | 11.54 | 11.59 | 6.76 | 5.94 | 9.42 | 17.11 | 12.31 | 19.35 | 47.75 | 10.15 | 0.44 |
| Yield(%) | 0.00 | 7.56 | 4.88 | 2.96 | 3.73 | 4.19 | 3.39 | … | … | 0.00 | 8.00 | 3.09 | 2.98 | 0.78 | 2.80 | 1.47 | 4.33 | 5.42 | 2.32 | 2.37 | 5.17 | 6.41 | 5.04 | 1.61 | 1.37 | 1.61 | 1.76 | 0.76 | 1.51 | 1.19 |
Data as of 06/08/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRTAX (FRANKLIN LIFESMART 2035 RETIREMENT TARGET FUND CLASS A) |
-7.30%
Jun 2007 – Jun 2010 |
-1.75%
May 2007 – May 2012 |
2.91%
Oct 2013 – Oct 2023 |
2.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRTAX (FRANKLIN LIFESMART 2035 RETIREMENT TARGET FUND CLASS A) |
21.66%
Feb 2009 – Feb 2012 |
18.37%
Feb 2009 – Feb 2014 |
11.11%
Feb 2009 – Feb 2019 |
8.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart