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Franklin LifeSmart 2025 Ret TrgtAdv (FLRFX)
14.13
-0.01
(-0.07%)
At close: 8:01:32 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.62% |
|---|---|
| 5y Average Return | 5.28% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 30, 2026) | 20.66% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 20.66% |
| Worst 3Y Total Return | 1.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FLRFX
Category
- YTD
- 5.77%
- 6.61%
- 1-Month
- -1.46%
- 0.92%
- 3-Month
- -0.84%
- 4.66%
- 1-Year
- 8.23%
- 21.54%
- 3-Year
- 13.30%
- 10.23%
- 5-Year
- 6.00%
- 9.75%
- 10-Year
- 7.28%
- 7.82%
- Last Bull Market
- 17.37%
- 16.61%
- Last Bear Market
- -11.05%
- -14.25%
Annual Total Return (%) History
Year
FLRFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.10% | 7.85% | -0.84% | -- |
|
2025
|
0.93% | 6.35% | 4.74% | 2.32% |
|
2024
|
5.09% | 1.37% | 5.26% | -2.21% |
|
2023
|
5.08% | 2.81% | -3.26% | 9.02% |
|
2022
|
-6.09% | -11.05% | -5.44% | 6.62% |
|
2021
|
2.15% | 5.12% | -0.64% | 4.54% |
|
2020
|
-12.52% | 11.77% | 4.94% | 7.70% |
|
2019
|
8.63% | 2.58% | 0.35% | 4.71% |
|
2018
|
0.15% | 0.04% | 3.26% | -8.38% |
|
2017
|
5.30% | 2.65% | 3.50% | 3.06% |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 1 |
|---|---|
| 3-Month | 4 |
| 1-Year | 8 |
| 3-Year | 8 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 8.23% |
| 3-Year | 13.30% |
|---|---|
| 5-Year | 6.00% |
| 10-Year | 7.28% |
Performance & Risk
| YTD Return | 5.62% |
| 5y Average Return | 5.28% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2025 |
| Fund Family | Franklin Templeton, Inc |
| Net Assets | 107.15M |
| YTD Return | 5.77% |
| Yield | 2.87% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2006 |
Fund Summary
Under normal market conditions, the investment manager allocates the fund's assets among the broad asset classes of equity and fixed income investments and strategies by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton affiliated mutual funds and ETFs and third-party ETFs, based on each underlying fund’s predominant asset class and strategy.
