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NasdaqGM - Delayed Quote USD

Franklin LifeSmart 2035 Ret Trgt A (FRTAX)

14.68
-0.06
(-0.41%)
At close: 6:16:53 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.86%
5y Average Return 9.89%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 2, 2025) 22.06%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 22.06%
Worst 3Y Total Return 1.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRTAX
Category
YTD
0.69%
9.49%
1-Month
0.41%
1.04%
3-Month
-1.82%
5.73%
1-Year
9.64%
29.95%
3-Year
7.83%
12.29%
5-Year
9.20%
12.13%
10-Year
6.16%
9.24%
Last Bull Market
11.85%
19.43%
Last Bear Market
-12.56%
-17.22%

Annual Total Return (%) History

Year
FRTAX
Category
2025
--
--
2024
12.27%
--
2023
16.17%
--
2022
-16.69%
--
2021
14.20%
--
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
--
14.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.28% -- -- --
2024 6.96% 1.72% 5.30% -2.00%
2023 5.73% 3.70% -3.37% 9.65%
2022 -6.27% -12.56% -5.85% 7.97%
2021 3.39% 5.77% -1.00% 5.49%
2020 -16.04% 15.49% 6.55% 9.79%
2019 10.20% 2.75% 0.24% 6.04%
2018 0.09% 0.14% 3.84% -10.52%
2017 6.05% 3.12% 4.11% 3.58%
2016 -1.32% 0.80% 3.82% -0.15%

2015 2.90% 0.18% -7.64% 2.93%
2014 1.35% 2.95% -1.44% 2.07%
2013 5.46% 0.28% 8.53% 6.35%
2012 8.31% -4.74% 5.17% 1.68%
2011 4.11% 0.27% -13.04% 6.89%
2010 3.77% -8.34% 11.24% 8.49%
2009 -5.13% 16.74% 15.80% 5.30%
2008 -10.39% 0.61% -11.82% -19.46%
2007 2.87% 6.35% 3.35% -1.78%
2006 8.06% -- -- --

Rank in Category (By Total Return)

YTD 35
1-Month 39
3-Month 41
1-Year 54
3-Year 19
5-Year 64

Load Adjusted Returns

1-Year 3.61%
3-Year 5.82%
5-Year 7.97%
10-Year 5.57%

Performance & Risk

YTD Return 1.86%
5y Average Return 9.89%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Franklin Templeton Investments
Net Assets 138.87M
YTD Return 0.69%
Yield 2.01%
Morningstar Rating
Inception Date Aug 01, 2006

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.

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