Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCMX (Franklin Fund Allocator Series – Franklin Conservative Allocation Fund) | 4.43% | 12.73% | 10.53% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCMX (Franklin Fund Allocator Series – Franklin Conservative Allocation Fund) | 12/01/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 12.73 | 10.53 | NA | NA | NA | NA | … | … | 4.43 | 12.46 | 8.39 | 11.84 | -14.99 | 2.42 |
| Sharpe Ratio | NA | 1.56 | 1.00 | NA | NA | NA | NA | … | … | 0.83 | 1.23 | 0.73 | 1.21 | -1.47 | 4.69 |
| Standard Deviation(%) | NA | 6.43 | 7.29 | NA | NA | NA | NA | … | … | 7.96 | 7.81 | 6.52 | 6.83 | 11.24 | 7.09 |
| Draw Down(%) | NA | 5.23 | 7.52 | NA | NA | NA | NA | … | … | 5.23 | 7.33 | 3.76 | 6.94 | 19.41 | 1.26 |
| Yield(%) | 0.00 | 6.04 | 4.24 | 4.27 | 2.14 | 1.42 | 1.07 | … | … | 0.32 | 6.68 | 3.00 | 2.93 | 3.36 | 7.11 |
Data as of 06/11/2026, Common starting date is 12/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCMX (Franklin Fund Allocator Series – Franklin Conservative Allocation Fund) |
2.77%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCMX (Franklin Fund Allocator Series – Franklin Conservative Allocation Fund) |
11.89%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart