NasdaqGM - Delayed Quote • USD
Franklin LifeSmart 2040 Ret Trgt A (FLADX)
At close: 8:00 PM EDT
Fund Summary
Under normal market conditions, the investment manager allocates the fund's assets among the broad asset classes of equity and fixed income investments and strategies by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton affiliated mutual funds and ETFs and third-party ETFs, based on each underlying fund's predominant asset class and strategy.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.50% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 15.70% |
| 5y Average Return | 10.00% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FLADX | Category Average | FLADX | Category Average | FLADX | Category Average | |
| Alpha | 2.4 | -0.01 | 2.02 | -0.01 | 0.32 | -0.01 |
| BETA | 1.15 | 0.01 | 1.2 | 0.01 | 1.23 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 0.88 | 0.01 | 0.64 | 0.01 |
| R-squared | 95.31 | 0.98 | 96.3 | 0.98 | 95.26 | 0.97 |
| Standard Deviation | 14.92 | 0.15 | 15.07 | 0.13 | 12.58 | 0.12 |
| Sharpe Ratio | 0.09 | 0.01 | 0.54 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | 0.24 | 0.09 | 6.16 | 0.09 | 4.42 | 0.07 |
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