Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTMAX (FRANKLIN TEMPLETON MULTI-ASSET REAL RETURN FUND CLASS A) | 1.40% | 5.86% | 6.61% | 3.88% | 3.64% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/30/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMAX (FRANKLIN TEMPLETON MULTI-ASSET REAL RETURN FUND CLASS A) | 04/30/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 5.86 | 6.61 | 3.88 | 3.64 | NA | NA | … | … | 1.40 | 6.37 | 7.86 | 8.37 | -5.37 | 6.87 | 2.30 | 12.82 | -3.96 | 1.42 | 5.73 | -2.30 | 1.26 | 0.67 | 0.84 |
| Sharpe Ratio | NA | 1.71 | 1.40 | 0.52 | 0.52 | NA | NA | … | … | 0.31 | 1.27 | 1.73 | 2.17 | -1.97 | 4.19 | 0.23 | 4.14 | -1.50 | 0.36 | 1.58 | -0.38 | 0.22 | 0.09 | 0.34 |
| Standard Deviation(%) | NA | 2.07 | 2.42 | 2.60 | 3.84 | NA | NA | … | … | 2.18 | 2.75 | 2.45 | 2.19 | 3.46 | 1.63 | 8.93 | 2.74 | 3.57 | 2.12 | 3.50 | 6.09 | 5.58 | 7.41 | 3.53 |
| Draw Down(%) | NA | 1.36 | 2.99 | 7.10 | 18.71 | NA | NA | … | … | 1.36 | 2.99 | 1.16 | 1.06 | 6.89 | 1.19 | 18.71 | 1.20 | 6.32 | 1.69 | 2.49 | 5.87 | 5.68 | 5.96 | 3.40 |
| Yield(%) | 0.00 | 6.10 | 6.41 | 5.40 | 4.41 | 3.13 | 2.35 | … | … | 2.46 | 6.03 | 7.17 | 5.66 | 4.24 | 5.02 | 4.38 | 8.28 | 1.24 | 3.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMAX (FRANKLIN TEMPLETON MULTI-ASSET REAL RETURN FUND CLASS A) |
-1.86%
Mar 2017 – Mar 2020 |
-0.83%
Mar 2015 – Mar 2020 |
1.46%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMAX (FRANKLIN TEMPLETON MULTI-ASSET REAL RETURN FUND CLASS A) |
7.69%
Oct 2022 – Oct 2025 |
7.22%
Mar 2020 – Mar 2025 |
4.10%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart