Average Annual Total Returns [further-information] As of 03/31/2021

Performance data quoted represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or a loss when you sell your shares.
Month EndAs of 03/31/2021 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 12/31/1996
Fund without Sales Charge (%) (NAV) 20.61 5.47 5.96 4.17 5.04
Fund with Sales Charge (%) (POP) 19.61 5.47 5.96 4.17 5.04
Linked Franklin Conservative Allocation Fund Benchmark-NR (%) 23.31 6.80 7.14 6.11 5.90
MSCI All Country World Index-NR (%) 54.60 12.07 13.21 9.14
Bloomberg Barclays Multiverse Index (%) 5.46 2.85 2.88 2.39
Quarter EndAs of 03/31/2021 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 12/31/1996
Fund without Sales Charge (%) (NAV) 20.61 5.47 5.96 4.17 5.04
Fund with Sales Charge (%) (POP) 19.61 5.47 5.96 4.17 5.04
Linked Franklin Conservative Allocation Fund Benchmark-NR (%) 23.31 6.80 7.14 6.11 5.90
MSCI All Country World Index-NR (%) 54.60 12.07 13.21 9.14
Bloomberg Barclays Multiverse Index (%) 5.46 2.85 2.88 2.39

Calendar Year Returns

Performance data quoted represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or a loss when you sell your shares.
2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund without Sales Charge (%) (NAV) 8.51 12.35 -4.14 9.80 3.55 -2.96 2.58 9.61 7.09 -1.38
Fund with Sales Charge (%) (POP) 7.51 11.35 -5.04 8.80 2.55 -3.88 1.59 8.61 6.09 -2.35
Linked Franklin Conservative Allocation Fund Benchmark-NR (%) 12.48 14.78 -4.45 13.96 4.99 -2.72 6.77 9.71 8.30 2.46
MSCI All Country World Index-NR (%) 16.25 26.60 -9.42 23.97 7.86 -2.36 4.16 22.80 16.13 -7.35
Bloomberg Barclays Multiverse Index (%) 9.02 7.13 -1.36 7.69 2.84 -3.29 0.47 -2.19 4.84 5.55

Cumulative Total Returns [further-information] As of 03/31/2021

Performance data quoted represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or a loss when you sell your shares.
Month EndAs of 03/31/2021 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 12/31/1996
Fund without Sales Charge (%) (NAV) 0.41 20.61 17.32 33.60 50.51 229.43
Fund with Sales Charge (%) (POP) -0.59 19.61 17.32 33.60 50.51 229.43
Linked Franklin Conservative Allocation Fund Benchmark-NR (%) -0.83 23.31 21.81 41.18 81.05 301.62
MSCI All Country World Index-NR (%) 4.57 54.60 40.77 85.98 139.90
Bloomberg Barclays Multiverse Index (%) -4.34 5.46 8.81 15.28 26.65
Quarter EndAs of 03/31/2021 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 12/31/1996
Fund without Sales Charge (%) (NAV) 0.41 20.61 17.32 33.60 50.51 229.43
Fund with Sales Charge (%) (POP) -0.59 19.61 17.32 33.60 50.51 229.43
Linked Franklin Conservative Allocation Fund Benchmark-NR (%) -0.83 23.31 21.81 41.18 81.05 301.62
MSCI All Country World Index-NR (%) 4.57 54.60 40.77 85.98 139.90
Bloomberg Barclays Multiverse Index (%) -4.34 5.46 8.81 15.28 26.65

After-Tax Average Annual Total Returns [further-information] As of 03/31/2021

Month EndAs of 03/31/2021 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 19.93 4.06 4.97 3.19
Fund without Sales Charge (%) (NAV) After Shares Sold 12.46 3.92 4.45 3.04
Fund with Sales Charge (%) (POP) Before Shares Sold 18.93 4.06 4.97 3.19
Fund with Sales Charge (%) (POP) After Shares Sold 11.87 3.92 4.45 3.04
Quarter EndAs of 03/31/2021 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 19.93 4.06 4.97 3.19
Fund without Sales Charge (%) (NAV) After Shares Sold 12.46 3.92 4.45 3.04
Fund with Sales Charge (%) (POP) Before Shares Sold 18.93 4.06 4.97 3.19
Fund with Sales Charge (%) (POP) After Shares Sold 11.87 3.92 4.45 3.04

SALES CHARGE, EXPENSES & FEES As of 05/01/2020 (updated annually)

Gross Expense Ratio 1.63%
Net Expense Ratio [further-information] 1.63%
Max Initial Sales Charge 0.00%
CDSC 1.00%

Volatility Measures [further-information] As of 03/31/2021 Updated Monthly, based on a 3-year period

Beta 0.94
Sharpe Ratio 0.49
Standard Deviation 8.38

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • Linked Franklin Conservative Allocation Fund Benchmark-NR
  • MSCI All Country World Index-NR
  • Bloomberg Barclays Multiverse Index