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Franklin LifeSmart 2035 Ret Trgt A (FRTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.92+0.14 (+1.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.14%
5-year average return7.07%
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)35.04%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.04%
Worst 3-yr total return1.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRTAXCategory
YTD3.11%9.49%
1-month-3.60%1.04%
3-month2.49%5.73%
1-year12.56%29.95%
3-year2.14%12.29%
5-year6.65%12.13%
10-year6.08%9.24%
Last bull market20.13%19.43%
Last bear market-12.56%-17.22%

Annual total return (%) history

Year
FRTAXCategory
2024
N/AN/A
2023
16.17%N/A
2022
-16.69%N/A
2021
14.20%N/A
2020
13.44%14.04%
2019
20.36%22.04%
2018
-6.87%-7.04%
2017
17.93%18.43%
2016
3.11%7.57%
2015
-2.00%-1.76%
2014
4.96%5.24%
2013
22.06%20.00%
2012
10.33%14.64%
2011
-2.97%-3.51%
2010
14.78%14.28%
2009
35.04%30.06%
2008
-35.97%-37.04%
2007
11.05%7.02%
2006
N/A14.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.96%N/AN/AN/A
20235.73%3.70%-3.37%9.65%
2022-6.27%-12.56%-5.85%7.97%
20213.39%5.77%-1.00%5.49%
2020-16.04%15.49%6.55%9.79%
201910.20%2.75%0.24%6.04%
20180.09%0.14%3.84%-10.52%
20176.05%3.12%4.11%3.58%
2016-1.32%0.80%3.82%-0.15%
20152.90%0.18%-7.64%2.93%
20141.35%2.95%-1.44%2.07%
20135.46%0.28%8.53%6.35%
20128.31%-4.74%5.17%1.68%
20114.11%0.27%-13.04%6.89%
20103.77%-8.34%11.24%8.49%
2009-5.13%16.74%15.80%5.30%
2008-10.39%0.61%-11.82%-19.46%
20072.87%6.35%3.35%-1.78%
20068.06%N/AN/AN/A

Rank in category (by total return)

YTD10
1-month89
3-month18
1-year17
3-year16
5-year61

Load adjusted returns

1-year6.37%
3-year0.23%
5-year5.45%
10-year5.48%