Franklin LifeSmart 2035 Retirement Target Fund

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

Month EndAs of 05/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 08/01/2006
Fund without Sales Charge (%) (NAV) -0.33 6.99 4.49 8.95 5.85
Fund with Sales Charge (%) (POP) -0.33 6.99 4.49 8.95 5.85
Blended Benchmark (%) -0.01 7.59 5.26 9.97 5.84
MSCI All Country World Index (%) -0.75 9.66 5.79 9.97 6.04
Bloomberg Barclays Multiverse Index (%) 3.17 2.14 1.04 2.95 3.71
Quarter EndAs of 03/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 08/01/2006
Fund without Sales Charge (%) (NAV) 2.77 8.42 5.11 10.93 6.11
Fund with Sales Charge (%) (POP) 2.77 8.42 5.11 10.93 6.11
Blended Benchmark (%) 2.53 8.84 6.29 12.03 6.09
MSCI All Country World Index (%) 3.16 11.28 7.03 12.59 6.34
Bloomberg Barclays Multiverse Index (%) -0.29 1.85 1.19 3.33 3.67

Calendar Year Returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund without Sales Charge (%) (NAV) -6.67 18.24 3.42 -1.76 5.22 22.43 10.79 -2.69 15.09 35.42
Fund with Sales Charge (%) (POP) -6.67 18.24 3.42 -1.76 5.22 22.43 10.79 -2.69 15.09 35.42
Blended Benchmark (%) -6.64 19.62 7.02 -1.88 7.23 22.89 14.10 0.25 12.44 26.96
MSCI All Country World Index (%) -8.93 24.62 8.49 -1.84 4.71 23.44 16.80 -6.86 13.21 35.41
Bloomberg Barclays Multiverse Index (%) -1.36 7.69 2.84 -3.29 0.47 -2.19 4.84 5.55 5.84 8.04

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

Month EndAs of 05/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 08/01/2006
Fund without Sales Charge (%) (NAV) 7.89 -0.33 22.47 24.55 135.55 107.28
Fund with Sales Charge (%) (POP) 7.89 -0.33 22.47 24.55 135.55 107.28
Blended Benchmark (%) 7.22 -0.01 24.54 29.20 158.72 107.07
MSCI All Country World Index (%) 9.38 -0.75 31.86 32.47 158.66 112.18
Bloomberg Barclays Multiverse Index (%) 3.42 3.17 6.57 5.33 33.67 59.49
Quarter EndAs of 03/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 08/01/2006
Fund without Sales Charge (%) (NAV) 10.28 2.77 27.43 28.28 182.09 111.87
Fund with Sales Charge (%) (POP) 10.28 2.77 27.43 28.28 182.09 111.87
Blended Benchmark (%) 9.51 2.53 28.89 35.63 211.26 111.50
MSCI All Country World Index (%) 12.33 3.16 37.77 40.45 227.19 117.89
Bloomberg Barclays Multiverse Index (%) 2.39 -0.29 5.65 6.11 38.78 57.90

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

Month EndAs of 05/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -1.86 5.94 3.22 8.00
Fund without Sales Charge (%) (NAV) After Shares Sold 0.57 5.21 3.23 7.14
Fund with Sales Charge (%) (POP) Before Shares Sold -1.86 5.94 3.22 8.00
Fund with Sales Charge (%) (POP) After Shares Sold 0.57 5.21 3.23 7.14
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.19 7.35 3.83 9.96
Fund without Sales Charge (%) (NAV) After Shares Sold 2.39 6.31 3.69 8.86
Fund with Sales Charge (%) (POP) Before Shares Sold 1.19 7.35 3.83 9.96
Fund with Sales Charge (%) (POP) After Shares Sold 2.39 6.31 3.69 8.86

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

Gross Expense Ratio 1.08%
Net Expense Ratio [further-information] 0.45%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 05/31/2019 Updated Monthly, based on a 3-year period

Beta 1.01
Alpha -0.57
Sharpe Ratio 0.68
R-Squared 0.96
Standard Deviation 8.32

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 80% MSCI AC World Index and 20% Bloomberg Barclays Multiverse Index. Prior to September 1, 2016, the fund's blended benchmark was an allocation of 74.6% MSCI AC World Index, 20.4% Bloomberg Barclays Multiverse Index, and 5.0% P&R 90-Day T-Bill Index. Such a change can impact performance.

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