Franklin LifeSmart 2035 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 08/01/2006
Fund without Sales Charge (%) (NAV) 0.86 10.26 4.56 11.56 6.07
Fund with Sales Charge (%) (POP) 0.86 10.26 4.56 11.56 6.07
Blended Benchmark (%) -0.04 10.58 6.08 12.71 6.03
MSCI All Country World Index (%) -0.30 13.49 6.86 13.34 6.28
Bloomberg Barclays Multiverse Index (%) -0.48 2.41 0.95 3.45 3.60
Quarter EndAs of 12/31/2018 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 08/01/2006
Fund without Sales Charge (%) (NAV) -6.67 4.50 3.36 9.27 5.40
Fund with Sales Charge (%) (POP) -6.67 4.50 3.36 9.27 5.40
Blended Benchmark (%) -6.64 6.12 4.69 9.71 5.44
MSCI All Country World Index (%) -8.93 7.18 4.82 10.05 5.48
Bloomberg Barclays Multiverse Index (%) -1.36 2.99 1.20 2.77 3.55

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 12/31/2018

Month EndAs of 02/28/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 08/01/2006
Fund without Sales Charge (%) (NAV) 9.23 0.86 34.05 25.00 198.57 109.86
Fund with Sales Charge (%) (POP) 9.23 0.86 34.05 25.00 198.57 109.86
Blended Benchmark (%) 8.17 -0.04 35.17 34.35 230.93 108.91
MSCI All Country World Index (%) 10.86 -0.30 46.15 39.31 249.70 115.05
Bloomberg Barclays Multiverse Index (%) 1.18 -0.48 7.41 4.82 40.34 56.04
Quarter EndAs of 12/31/2018 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 08/01/2006
Fund without Sales Charge (%) (NAV) -6.67 -6.67 14.13 17.97 142.71 92.12
Fund with Sales Charge (%) (POP) -6.67 -6.67 14.13 17.97 142.71 92.12
Blended Benchmark (%) -6.64 -6.64 19.51 25.75 152.59 93.13
MSCI All Country World Index (%) -8.93 -8.93 23.12 26.55 160.50 93.98
Bloomberg Barclays Multiverse Index (%) -1.36 -1.36 9.24 6.15 31.38 54.21

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 -0.72 9.18 3.29 10.59
Fund without Sales Charge (%) (NAV) After Shares Sold 1.27 7.78 3.27 9.42
Fund with Sales Charge (%) (POP) Before Shares Sold -0.72 9.18 3.29 10.59
Fund with Sales Charge (%) (POP) After Shares Sold 1.27 7.78 3.27 9.42
Quarter EndAs of 12/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -8.13 3.48 2.10 8.32
Fund without Sales Charge (%) (NAV) After Shares Sold -3.09 3.34 2.41 7.47
Fund with Sales Charge (%) (POP) Before Shares Sold -8.13 3.48 2.10 8.32
Fund with Sales Charge (%) (POP) After Shares Sold -3.09 3.34 2.41 7.47

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

Gross Expense Ratio 1.15%
Net Expense Ratio [further-information] 0.66%
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 1.00
Alpha -0.30
Sharpe Ratio 1.10
R-Squared 0.96
Standard Deviation 8.33

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 74.6% MSCI AC World Index, 20.4% 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 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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