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Franklin LifeSmart 2025 Ret Trgt A (FTRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.55+0.11 (+0.88%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.40%
5-year average return5.02%
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)31.34%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.34%
Worst 3-yr total return0.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTRTXCategory
YTD1.59%6.61%
1-month-3.29%0.92%
3-month1.18%4.66%
1-year9.21%21.54%
3-year0.87%10.23%
5-year4.65%9.75%
10-year4.68%7.82%
Last bull market16.98%16.61%
Last bear market-11.14%-14.25%

Annual total return (%) history

Year
FTRTXCategory
2024
N/AN/A
2023
13.70%N/A
2022
-16.06%N/A
2021
11.21%N/A
2020
10.26%11.84%
2019
16.85%18.25%
2018
-5.46%-5.34%
2017
14.95%14.67%
2016
2.96%6.73%
2015
-2.08%-1.59%
2014
4.39%5.07%
2013
20.18%15.30%
2012
10.30%13.03%
2011
-2.86%-2.06%
2010
14.14%13.29%
2009
31.34%28.32%
2008
-31.74%-34.15%
2007
10.19%6.52%
2006
N/A14.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.05%N/AN/AN/A
20235.13%2.67%-3.34%8.98%
2022-6.09%-11.14%-5.52%6.46%
20212.03%5.07%-0.71%4.48%
2020-12.52%11.64%4.89%7.64%
20198.60%2.52%0.29%4.65%
20180.10%-0.02%3.29%-8.54%
20175.22%2.57%3.41%2.99%
2016-1.02%0.97%3.10%-0.08%
20152.73%0.19%-7.18%2.50%
20141.33%2.66%-1.37%1.76%
20134.91%0.05%7.99%6.02%
20127.93%-4.26%5.02%1.64%
20113.79%0.36%-12.29%6.32%
20103.81%-6.77%9.94%7.27%
2009-4.11%14.55%14.29%4.62%
2008-8.81%0.39%-10.20%-16.97%
20072.52%5.65%3.45%-1.66%
20067.27%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month99
3-month19
1-year8
3-year20
5-year68

Load adjusted returns

1-year3.20%
3-year-1.02%
5-year3.47%
10-year4.09%