Franklin LifeSmart 2020 Retirement Target Fund

Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 04/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 3.93 6.29 4.17 5.65
Fund with Sales Charge (%) (POP) 3.93 6.29 4.17 5.65
Blended Benchmark (%) 2.81 6.06 4.90 6.32
MSCI All Country World Index (%) 5.63 11.97 7.54 11.70 9.47
Bloomberg Barclays Multiverse Index (%) 1.03 1.28 0.91 3.19 1.82
Quarter EndAs of 03/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 2.70 6.18 3.85 5.48
Fund with Sales Charge (%) (POP) 2.70 6.18 3.85 5.48
Blended Benchmark (%) 1.20 6.15 4.84 6.20
MSCI All Country World Index (%) 3.16 11.28 7.03 12.59 8.97
Bloomberg Barclays Multiverse Index (%) -0.29 1.85 1.19 3.33 1.89

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 03/31/2019

Month EndAs of 04/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 8.24 3.93 20.09 22.69 37.78
Fund with Sales Charge (%) (POP) 8.24 3.93 20.09 22.69 37.78
Blended Benchmark (%) 7.27 2.81 19.29 27.03 42.97
MSCI All Country World Index (%) 16.18 5.63 40.34 43.82 202.43 69.42
Bloomberg Barclays Multiverse Index (%) 2.14 1.03 3.88 4.66 36.89 11.08
Quarter EndAs of 03/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 6.78 2.70 19.70 20.81 35.91
Fund with Sales Charge (%) (POP) 6.78 2.70 19.70 20.81 35.91
Blended Benchmark (%) 6.03 1.20 19.58 26.66 41.31
MSCI All Country World Index (%) 12.33 3.16 37.77 40.45 227.19 63.80
Bloomberg Barclays Multiverse Index (%) 2.39 -0.29 5.65 6.11 38.78 11.35

After-Tax Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 04/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 2.71 5.36 3.21
Fund without Sales Charge (%) (NAV) After Shares Sold 2.43 4.53 2.89
Fund with Sales Charge (%) (POP) Before Shares Sold 2.71 5.36 3.21
Fund with Sales Charge (%) (POP) After Shares Sold 2.43 4.53 2.89
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.49 5.25 2.89
Fund without Sales Charge (%) (NAV) After Shares Sold 1.71 4.45 2.65
Fund with Sales Charge (%) (POP) Before Shares Sold 1.49 5.25 2.89
Fund with Sales Charge (%) (POP) After Shares Sold 1.71 4.45 2.65

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

Gross Expense Ratio 1.18%
Net Expense Ratio [further-information] 0.45%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 04/30/2019 Updated Monthly, based on a 3-year period

Beta 0.84
Alpha 0.99
Sharpe Ratio 1.05
R-Squared 0.80
Standard Deviation 4.78

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
The fund's blended benchmark is an allocation of 51% MSCI AC World Index and 49% Bloomberg Barclays Multiverse 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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