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Franklin Moderate Allocation Fund (FMTZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.40-0.04 (-0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.41%
5-year average return6.91%
Number of years up13
Number of years down5
Best 1-yr total return (26 June 2024)24.97%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return24.97%
Worst 3-yr total return2.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMTZXCategory
YTD6.31%9.69%
1-month3.75%0.91%
3-month2.54%5.21%
1-year16.53%27.06%
3-year2.69%11.00%
5-year7.27%10.26%
10-year5.87%8.34%
Last bull market18.77%15.58%
Last bear market-11.24%-12.16%

Annual total return (%) history

Year
FMTZXCategory
2024
N/AN/A
2023
14.71%N/A
2022
-15.97%N/A
2021
12.64%N/A
2020
12.72%11.72%
2019
17.68%19.23%
2018
-4.57%-5.76%
2017
15.20%13.21%
2016
5.26%7.34%
2015
-1.66%-1.93%
2014
4.39%6.21%
2013
14.56%16.48%
2012
9.61%11.72%
2011
-1.24%-0.11%
2010
12.31%11.83%
2009
24.97%24.13%
2008
-21.02%-28.00%
2007
9.66%5.99%
2006
11.87%11.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.31%N/AN/AN/A
20235.12%3.18%-3.28%9.35%
2022-6.13%-11.24%-5.11%6.29%
20212.20%5.46%-0.53%5.07%
2020-12.46%13.21%5.52%7.79%
20199.15%2.70%0.40%4.56%
20180.33%0.36%3.57%-8.49%
20175.02%2.94%3.59%2.86%
20160.03%1.56%3.45%0.17%
20152.33%-0.36%-6.08%2.69%
20141.20%3.08%-1.16%1.25%
20134.11%-0.70%5.33%5.21%
20126.62%-3.04%4.33%1.63%
20112.90%0.81%-9.33%5.00%
20103.48%-4.57%7.99%5.32%
2009-2.69%11.34%11.29%3.65%
2008-4.87%-0.22%-7.00%-10.54%
20072.51%4.21%3.11%-0.44%
20065.47%-1.35%1.64%5.79%

Rank in category (by total return)

YTD25
1-month16
3-month41
1-year29
3-year46
5-year57

Load adjusted returns

1-year16.53%
3-year2.69%
5-year7.27%
10-year5.87%