Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTLQX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS R6) | 2.31% | 11.23% | 14.74% | 7.20% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTLQX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS R6) | 08/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.44 | 11.23 | 14.74 | 7.20 | NA | NA | NA | … | … | 2.31 | 8.95 | 15.29 | 25.80 | -20.48 | 16.16 | 18.61 | 26.24 | -6.78 | 5.34 |
| Sharpe Ratio | NA | 0.90 | 0.85 | 0.30 | NA | NA | NA | … | … | 0.43 | 0.33 | 0.94 | 1.70 | -0.89 | 1.21 | 0.73 | 2.13 | -0.53 | 1.98 |
| Standard Deviation(%) | NA | 12.78 | 14.69 | 16.96 | NA | NA | NA | … | … | 15.23 | 18.69 | 12.46 | 13.12 | 24.58 | 13.29 | 25.03 | 11.65 | 15.54 | 6.38 |
| Draw Down(%) | NA | 10.98 | 18.23 | 29.47 | NA | NA | NA | … | … | 10.98 | 17.80 | 8.00 | 10.80 | 27.50 | 7.00 | 31.07 | 6.56 | 19.43 | 2.56 |
| Yield(%) | 0.00 | 7.60 | 7.13 | 5.59 | 6.13 | 4.08 | 3.06 | … | … | 0.00 | 8.02 | 6.99 | 5.40 | 6.19 | 4.51 | 8.01 | 9.96 | 5.42 | 2.58 |
Data as of 06/10/2026, Common starting date is 08/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTLQX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS R6) |
2.73%
Sep 2019 – Sep 2022 |
4.24%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTLQX (FRANKLIN COREFOLIO ALLOCATION FUND CLASS R6) |
21.29%
Sep 2022 – Sep 2025 |
14.00%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart