Franklin LifeSmart 2050 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) 0.83 10.66 5.12 7.33
Fund with Sales Charge (%) (POP) 0.83 10.66 5.12 7.33
Blended Benchmark (%) -0.03 11.10 6.32 8.16
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) -7.23 4.63 3.70 5.72
Fund with Sales Charge (%) (POP) -7.23 4.63 3.70 5.72
Blended Benchmark (%) -7.08 6.28 4.80 6.76
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) -7.23 19.20 3.59 -1.43 6.22
Fund with Sales Charge (%) (POP) -7.23 19.20 3.59 -1.43 6.22
Blended Benchmark (%) -7.08 20.46 7.25 -1.84 7.29
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) 9.92 0.83 35.50 28.39 49.30
Fund with Sales Charge (%) (POP) 9.92 0.83 35.50 28.39 49.30
Blended Benchmark (%) 8.76 -0.03 37.11 35.88 55.88
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) -7.23 -7.23 14.55 19.93 35.83
Fund with Sales Charge (%) (POP) -7.23 -7.23 14.55 19.93 35.83
Blended Benchmark (%) -7.08 -7.08 20.05 26.44 43.33
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 -0.27 9.86 4.37
Fund without Sales Charge (%) (NAV) After Shares Sold 1.01 8.15 3.82
Fund with Sales Charge (%) (POP) Before Shares Sold -0.27 9.86 4.37
Fund with Sales Charge (%) (POP) After Shares Sold 1.01 8.15 3.82
Quarter EndAs of 12/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -8.24 3.88 2.96
Fund without Sales Charge (%) (NAV) After Shares Sold -3.70 3.47 2.74
Fund with Sales Charge (%) (POP) Before Shares Sold -8.24 3.88 2.96
Fund with Sales Charge (%) (POP) After Shares Sold -3.70 3.47 2.74

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

Gross Expense Ratio 1.72%
Net Expense Ratio [further-information] 0.68%
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 1.01
Alpha -0.46
Sharpe Ratio 1.08
R-Squared 0.97
Standard Deviation 8.82

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 79.0% MSCI AC World Index, 16.0% 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 79.0% MSCI AC World Index, 16.0% Bloomberg Barclays Multiverse Index, and 5.0% P&R 90-Day T-Bill Index. Such a change can impact performance.

You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.