Franklin LifeSmart 2045 Retirement Target Fund

Average Annual Total Returns [further-information] As of 12/31/2019

Month EndAs of 01/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 08/01/2006
Fund without Sales Charge (%) (NAV) 14.22 9.59 6.69 8.82 6.61
Fund with Sales Charge (%) (POP) 14.22 9.59 6.69 8.82 6.61
Blended Benchmark (%) 14.84 10.17 7.83 9.99 6.63
MSCI All Country World Index (%) 16.67 11.63 9.10 9.73 6.84
Bloomberg Barclays Multiverse Index (%) 6.61 4.40 2.79 2.76 3.88
Quarter EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 08/01/2006
Fund without Sales Charge (%) (NAV) 22.53 10.64 6.59 8.42 6.69
Fund with Sales Charge (%) (POP) 22.53 10.64 6.59 8.42 6.69
Blended Benchmark (%) 23.44 11.38 7.77 9.66 6.74
MSCI All Country World Index (%) 27.30 13.06 9.00 9.37 6.97
Bloomberg Barclays Multiverse Index (%) 7.13 4.41 2.51 2.68 3.81

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 22.53 -7.13 19.04 3.49 -1.82 5.20 23.48 10.86 -2.55 16.26
Fund with Sales Charge (%) (POP) 22.53 -7.13 19.04 3.49 -1.82 5.20 23.48 10.86 -2.55 16.26
Blended Benchmark (%) 23.44 -7.00 20.32 7.21 -1.84 7.28 23.88 14.39 0.62 13.07
MSCI All Country World Index (%) 27.30 -8.93 24.62 8.49 -1.84 4.71 23.44 16.80 -6.86 13.21
Bloomberg Barclays Multiverse Index (%) 7.13 -1.36 7.69 2.84 -3.29 0.47 -2.19 4.84 5.55 5.84

Cumulative Total Returns [further-information] As of 12/31/2019

Month EndAs of 01/31/2020 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 08/01/2006
Fund without Sales Charge (%) (NAV) -0.56 14.22 31.61 38.26 132.95 137.22
Fund with Sales Charge (%) (POP) -0.56 14.22 31.61 38.26 132.95 137.22
Blended Benchmark (%) -0.94 14.84 33.68 45.80 159.00 137.75
MSCI All Country World Index (%) -1.08 16.67 39.08 54.57 153.15 144.26
Bloomberg Barclays Multiverse Index (%) 1.19 6.61 13.78 14.75 31.25 67.17
Quarter EndAs of 12/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 08/01/2006
Fund without Sales Charge (%) (NAV) 22.53 22.53 35.45 37.62 124.54 138.55
Fund with Sales Charge (%) (POP) 22.53 22.53 35.45 37.62 124.54 138.55
Blended Benchmark (%) 23.44 23.44 38.13 45.36 151.43 140.02
MSCI All Country World Index (%) 27.30 27.30 44.48 53.85 144.90 146.93
Bloomberg Barclays Multiverse Index (%) 7.13 7.13 13.80 13.18 30.28 65.21

After-Tax Average Annual Total Returns [further-information] As of 12/31/2019

Month EndAs of 01/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 13.34 8.51 5.62 7.88
Fund without Sales Charge (%) (NAV) After Shares Sold 9.02 7.29 5.03 7.01
Fund with Sales Charge (%) (POP) Before Shares Sold 13.34 8.51 5.62 7.88
Fund with Sales Charge (%) (POP) After Shares Sold 9.02 7.29 5.03 7.01
Quarter EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 21.58 9.55 5.53 7.48
Fund without Sales Charge (%) (NAV) After Shares Sold 13.97 8.12 4.95 6.66
Fund with Sales Charge (%) (POP) Before Shares Sold 21.58 9.55 5.53 7.48
Fund with Sales Charge (%) (POP) After Shares Sold 13.97 8.12 4.95 6.66

SALES CHARGE, EXPENSES & FEES As of 05/01/2019 (updated annually)

Gross Expense Ratio 1.21%
Net Expense Ratio [further-information] 0.45%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 01/31/2020 Updated Monthly, based on a 1-year period

Beta 0.98
Alpha -0.37
Sharpe Ratio 0.85
R-Squared 0.97
Standard Deviation 9.38

Benchmarks

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

  • Blended Benchmark
  • MSCI All Country World Index
  • Bloomberg Barclays Multiverse Index