Franklin LifeSmart 2020 Retirement Target Fund

Average Annual Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 1.46 7.61 3.49 5.41
Fund with Sales Charge (%) (POP) 1.46 7.61 3.49 5.41
Blended Benchmark (%) -0.30 7.46 4.63 6.08
MSCI All Country World Index (%) -0.30 13.49 6.86 13.34 8.85
Bloomberg Barclays Multiverse Index (%) -0.48 2.41 0.95 3.45 1.70
Quarter EndAs of 12/31/2018 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) -3.62 3.65 2.81 4.48
Fund with Sales Charge (%) (POP) -3.62 3.65 2.81 4.48
Blended Benchmark (%) -4.16 5.10 3.95 5.36
MSCI All Country World Index (%) -8.93 7.18 4.82 10.05 7.10
Bloomberg Barclays Multiverse Index (%) -1.36 2.99 1.20 2.77 1.54

Calendar Year Returns

2018 2017 2016 2015 2014
Fund without Sales Charge (%) (NAV) -3.62 11.88 3.28 -1.85 5.08
Fund with Sales Charge (%) (POP) -3.62 11.88 3.28 -1.85 5.08
Blended Benchmark (%) -4.16 14.70 5.62 -2.15 6.84
MSCI All Country World Index (%) -8.93 24.62 8.49 -1.84 4.71
Bloomberg Barclays Multiverse Index (%) -1.36 7.69 2.84 -3.29 0.47

Cumulative Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 5.90 1.46 24.62 18.70 34.79
Fund with Sales Charge (%) (POP) 5.90 1.46 24.62 18.70 34.79
Blended Benchmark (%) 4.78 -0.30 24.08 25.37 39.64
MSCI All Country World Index (%) 10.86 -0.30 46.15 39.31 249.70 61.66
Bloomberg Barclays Multiverse Index (%) 1.18 -0.48 7.41 4.82 40.34 10.04
Quarter EndAs of 12/31/2018 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) -3.62 -3.62 11.36 14.85 27.29
Fund with Sales Charge (%) (POP) -3.62 -3.62 11.36 14.85 27.29
Blended Benchmark (%) -4.16 -4.16 16.11 21.39 33.28
MSCI All Country World Index (%) -8.93 -8.93 23.12 26.55 160.50 45.82
Bloomberg Barclays Multiverse Index (%) -1.36 -1.36 9.24 6.15 31.38 8.75

After-Tax Average Annual Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 0.37 6.76 2.58
Fund without Sales Charge (%) (NAV) After Shares Sold 1.01 5.61 2.39
Fund with Sales Charge (%) (POP) Before Shares Sold 0.37 6.76 2.58
Fund with Sales Charge (%) (POP) After Shares Sold 1.01 5.61 2.39
Quarter EndAs of 12/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -4.66 2.83 1.91
Fund without Sales Charge (%) (NAV) After Shares Sold -1.97 2.56 1.88
Fund with Sales Charge (%) (POP) Before Shares Sold -4.66 2.83 1.91
Fund with Sales Charge (%) (POP) After Shares Sold -1.97 2.56 1.88

SALES CHARGE, EXPENSES & FEES As of 05/01/2018 (updated annually)

Gross Expense Ratio 1.30%
Net Expense Ratio [further-information] 0.63%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 02/28/2019 Updated Monthly, based on a 3-year period

Beta 0.87
Alpha 0.97
Sharpe Ratio 1.20
R-Squared 0.84
Standard Deviation 5.40

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
  • FTSE 3-Month U.S. T-Bill Index
The fund's blended benchmark is an allocation of 49.1% MSCI AC World Index, 45.9% Bloomberg Barclays Multiverse Index, and 5.0% Citigroup 3-Month Treasury Bill Index. Prior to September 1, 2016, the fund's blended benchmark was an allocation of 49.1% MSCI AC World Index, 45.9% Bloomberg Barclays Multiverse Index, and 5.0% P&R 90-Day T-Bill Index. Such a change can impact performance.

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