Franklin LifeSmart 2020 Retirement Target Fund

Average Annual Total Returns [further-information] As of 06/30/2019

Month EndAs of 06/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 4.93 6.46 3.67 5.61
Fund with Sales Charge (%) (POP) 4.93 6.46 3.67 5.61
Blended Benchmark (%) 5.74 6.57 4.77 6.50
MSCI All Country World Index (%) 6.32 12.23 6.74 10.73 9.26
Bloomberg Barclays Multiverse Index (%) 6.01 1.95 1.35 3.13 2.36
Quarter EndAs of 06/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 07/01/2013
Fund without Sales Charge (%) (NAV) 4.93 6.46 3.67 5.61
Fund with Sales Charge (%) (POP) 4.93 6.46 3.67 5.61
Blended Benchmark (%) 5.74 6.57 4.77 6.50
MSCI All Country World Index (%) 6.32 12.23 6.74 10.73 9.26
Bloomberg Barclays Multiverse Index (%) 6.01 1.95 1.35 3.13 2.36

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 06/30/2019

Month EndAs of 06/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 9.01 4.93 20.67 19.73 38.76
Fund with Sales Charge (%) (POP) 9.01 4.93 20.67 19.73 38.76
Blended Benchmark (%) 9.42 5.74 21.02 26.22 45.84
MSCI All Country World Index (%) 16.60 6.32 41.33 38.54 177.16 70.03
Bloomberg Barclays Multiverse Index (%) 5.78 6.01 5.96 6.93 36.06 15.04
Quarter EndAs of 06/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 9.01 4.93 20.67 19.73 38.76
Fund with Sales Charge (%) (POP) 9.01 4.93 20.67 19.73 38.76
Blended Benchmark (%) 9.42 5.74 21.02 26.22 45.84
MSCI All Country World Index (%) 16.60 6.32 41.33 38.54 177.16 70.03
Bloomberg Barclays Multiverse Index (%) 5.78 6.01 5.96 6.93 36.06 15.04

After-Tax Average Annual Total Returns [further-information] As of 06/30/2019

Month EndAs of 06/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 3.63 5.55 2.71
Fund without Sales Charge (%) (NAV) After Shares Sold 3.00 4.65 2.49
Fund with Sales Charge (%) (POP) Before Shares Sold 3.63 5.55 2.71
Fund with Sales Charge (%) (POP) After Shares Sold 3.00 4.65 2.49
Quarter EndAs of 06/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 3.63 5.55 2.71
Fund without Sales Charge (%) (NAV) After Shares Sold 3.00 4.65 2.49
Fund with Sales Charge (%) (POP) Before Shares Sold 3.63 5.55 2.71
Fund with Sales Charge (%) (POP) After Shares Sold 3.00 4.65 2.49

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 06/30/2019 Updated Monthly, based on a 3-year period

Beta 0.86
Alpha 0.59
Sharpe Ratio 0.94
R-Squared 0.86
Standard Deviation 5.39

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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