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NasdaqGM - Delayed Quote USD

Franklin LifeSmart 2035 Ret Trgt C (FTRCX)

14.19
-0.03
(-0.21%)
As of 8:06:02 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.57%
5y Average Return 9.07%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 2, 2025) 21.17%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 21.17%
Worst 3Y Total Return 1.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTRCX
Category
YTD
0.36%
9.49%
1-Month
0.29%
1.04%
3-Month
-2.02%
5.73%
1-Year
8.73%
29.95%
3-Year
7.03%
12.29%
5-Year
8.37%
12.13%
10-Year
5.38%
9.24%
Last Bull Market
11.34%
19.43%
Last Bear Market
-12.70%
-17.22%

Annual Total Return (%) History

Year
FTRCX
Category
2025
--
--
2024
11.48%
--
2023
15.36%
--
2022
-17.36%
--
2021
13.36%
--
2020
12.62%
14.04%
2019
19.46%
22.04%
2018
-7.58%
-7.04%

2017
17.09%
18.43%
2016
2.34%
7.57%
2015
-2.76%
-1.76%
2014
4.23%
5.24%
2013
21.17%
20.00%
2012
9.72%
14.64%
2011
-3.71%
-3.51%
2010
14.04%
14.28%
2009
34.00%
30.06%
2008
-36.34%
-37.04%
2007
10.12%
7.02%
2006
--
14.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.07% -- -- --
2024 6.72% 1.52% 5.09% -2.09%
2023 5.58% 3.48% -3.51% 9.44%
2022 -6.47% -12.70% -6.06% 7.73%
2021 3.21% 5.51% -1.13% 5.29%
2020 -16.10% 15.15% 6.44% 9.52%
2019 10.02% 2.55% 0.06% 5.82%
2018 -0.06% -0.08% 3.63% -10.69%
2017 5.83% 3.03% 3.82% 3.44%
2016 -1.52% 0.74% 3.55% -0.38%

2015 2.72% 0.02% -7.81% 2.67%
2014 1.14% 2.77% -1.55% 1.86%
2013 5.17% 0.11% 8.34% 6.23%
2012 8.13% -4.82% 4.97% 1.56%
2011 3.97% 0.09% -13.26% 6.68%
2010 3.60% -8.56% 11.19% 8.27%
2009 -5.31% 16.46% 15.65% 5.07%
2008 -10.57% 0.52% -11.86% -19.66%
2007 2.69% 6.10% 3.28% -2.14%
2006 7.87% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 55
3-Month 53
1-Year 75
3-Year 62
5-Year 91

Load Adjusted Returns

1-Year 7.73%
3-Year 7.03%
5-Year 8.37%
10-Year 5.38%

Performance & Risk

YTD Return 1.57%
5y Average Return 9.07%
Rank in Category (ytd) 61
% 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 0.36%
Yield 1.49%
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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