Franklin LifeSmart 2050 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 07/01/2013
Fund without Sales Charge (%) (NAV) -1.12 7.03 4.85 6.68
Fund with Sales Charge (%) (POP) -1.12 7.03 4.85 6.68
Blended Benchmark (%) -0.90 7.69 5.30 7.47
MSCI All Country World Index (%) -0.75 9.66 5.79 9.97 8.22
Bloomberg Barclays Multiverse Index (%) 3.17 2.14 1.04 2.95 2.01
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) 2.84 8.79 5.65 7.45
Fund with Sales Charge (%) (POP) 2.84 8.79 5.65 7.45
Blended Benchmark (%) 2.73 9.29 6.52 8.26
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) -7.18 19.36 3.55 -1.39 6.16
Fund with Sales Charge (%) (POP) -7.18 19.36 3.55 -1.39 6.16
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 03/31/2019

Month EndAs of 05/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2013
Fund without Sales Charge (%) (NAV) 7.66 -1.12 22.60 26.70 46.61
Fund with Sales Charge (%) (POP) 7.66 -1.12 22.60 26.70 46.61
Blended Benchmark (%) 6.85 -0.90 24.88 29.43 53.14
MSCI All Country World Index (%) 9.38 -0.75 31.86 32.47 158.66 59.51
Bloomberg Barclays Multiverse Index (%) 3.42 3.17 6.57 5.33 33.67 12.47
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) 10.97 2.84 28.77 31.62 51.11
Fund with Sales Charge (%) (POP) 10.97 2.84 28.77 31.62 51.11
Blended Benchmark (%) 10.11 2.73 30.50 37.15 57.82
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 05/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -2.12 6.24 4.08
Fund without Sales Charge (%) (NAV) After Shares Sold -0.16 5.30 3.61
Fund with Sales Charge (%) (POP) Before Shares Sold -2.12 6.24 4.08
Fund with Sales Charge (%) (POP) After Shares Sold -0.16 5.30 3.61
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.81 7.99 4.87
Fund without Sales Charge (%) (NAV) After Shares Sold 2.17 6.66 4.23
Fund with Sales Charge (%) (POP) Before Shares Sold 1.81 7.99 4.87
Fund with Sales Charge (%) (POP) After Shares Sold 2.17 6.66 4.23

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

Gross Expense Ratio 1.14%
Net Expense Ratio [further-information] 0.40%
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 -0.64
Sharpe Ratio 0.63
R-Squared 0.97
Standard Deviation 8.99

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 95% MSCI AC World Index and 5% Bloomberg Barclays Multiverse 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.

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