Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Franklin Templeton No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate | NA | 6.72% | 2.36% | 7.00% | 4.15% | 6.93% | NA | … | … |
Data as of 09/30/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Franklin Templeton No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 6.72 | 2.36 | 7.00 | 4.15 | 6.93 | NA | … | … | 7.43 | -4.03 | 1.47 | 16.09 | 10.91 | -4.24 | 13.54 | 27.51 | -26.68 | 4.67 | 16.18 | 9.09 | 16.46 | 26.89 | -1.63 | 6.92 |
| Sharpe Ratio | NA | 0.80 | 0.20 | 0.84 | 0.26 | NA | NA | … | … | 0.84 | -0.52 | 0.22 | 2.73 | 1.56 | -0.29 | 1.26 | 1.56 | -1.22 | 0.17 | 2.30 | 1.54 | 2.66 | 4.09 | -0.35 | 0.67 |
| Standard Deviation(%) | NA | 8.59 | 7.69 | 7.23 | 12.30 | NA | NA | … | … | 8.60 | 7.87 | 6.48 | 5.89 | 6.97 | 14.77 | 10.70 | 17.61 | 22.56 | 9.76 | 5.60 | 4.48 | 5.83 | 6.41 | 7.84 | 6.87 |
| Draw Down(%) | NA | 8.79 | 15.16 | 15.16 | 40.64 | NA | NA | … | … | 8.52 | 9.88 | 5.53 | 5.46 | 6.44 | 17.68 | 9.54 | 16.43 | 37.53 | 9.68 | 6.40 | 4.15 | 8.15 | 7.14 | 15.09 | 9.14 |
| Yield(%) | NA | 4.68 | 4.79 | 4.43 | 4.69 | NA | NA | … | … | 4.74 | 2.93 | 6.78 | 3.84 | 3.87 | 7.13 | 2.14 | 1.76 | 6.19 | 7.37 | 8.76 | 7.47 | 5.71 | 3.82 | 3.18 | 5.15 |
Data as of 09/30/2016, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Franklin Templeton No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate |
-8.56%
Feb 2006 – Feb 2009 |
-0.70%
Feb 2004 – Feb 2009 |
3.55%
Feb 2006 – Feb 2016 |
5.97%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Franklin Templeton No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate |
20.73%
Mar 2003 – Mar 2006 |
16.09%
Oct 2002 – Oct 2007 |
9.18%
Mar 2003 – Mar 2013 |
6.90%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart