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Franklin Global Allocation A (FFALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.79-0.01 (-0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.64%
5-year average return4.92%
Number of years up15
Number of years down5
Best 1-yr total return (6 May 2024)31.05%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return31.05%
Worst 3-yr total return0.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFFALXCategory
YTD3.07%8.60%
1-month-3.54%0.11%
3-month2.05%4.82%
1-year10.69%25.33%
3-year3.06%8.02%
5-year4.10%8.06%
10-year3.75%6.03%
Last bull market18.97%13.54%
Last bear market-10.25%-13.20%

Annual total return (%) history

Year
FFALXCategory
2024
N/AN/A
2023
12.92%N/A
2022
-11.83%N/A
2021
11.74%N/A
2020
1.55%6.18%
2019
17.81%16.10%
2018
-9.82%-8.26%
2017
11.20%14.79%
2016
13.52%6.04%
2015
-6.18%-4.15%
2014
2.92%1.54%
2013
23.64%10.07%
2012
16.76%10.74%
2011
-1.95%-3.99%
2010
10.61%10.58%
2009
31.05%24.37%
2008
-37.66%-28.98%
2007
3.12%11.39%
2006
19.34%16.61%
2005
6.31%6.56%
2004
13.58%15.24%
2003
N/A25.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.85%N/AN/AN/A
20234.44%2.32%-3.45%9.44%
2022-2.61%-10.25%-5.88%7.17%
20212.15%4.64%-1.05%5.65%
2020-22.45%9.89%3.55%15.07%
20199.42%1.46%0.07%6.03%
2018-2.75%1.58%2.98%-11.35%
20174.31%2.14%2.48%1.85%
20160.41%2.23%5.52%4.80%
20151.50%-0.66%-9.39%2.69%
20142.99%4.31%-3.15%-1.08%
20136.82%1.44%6.46%7.18%
20128.91%-2.85%6.80%3.32%
20115.35%1.12%-15.30%8.67%
20103.26%-8.75%10.00%6.73%
2009-9.32%18.65%16.18%4.84%
2008-8.96%-3.17%-12.32%-19.35%
20072.29%4.77%-1.36%-2.45%
20065.35%0.39%5.00%7.47%
2005-0.35%1.82%3.97%0.79%
20042.44%0.26%1.41%9.05%
200310.48%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month80
3-month41
1-year25
3-year20
5-year57

Load adjusted returns

1-year4.60%
3-year1.14%
5-year2.93%
10-year3.17%