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Franklin Growth Allocation R (FGTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.00+0.13 (+0.69%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.64%
5-Year Average Return8.94%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 29, 2024)30.87%
Worst 1 Yr Total Return (May 29, 2024)N/A
Best 3-Yr Total Return30.87%
Worst 3-Yr Total Return2.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFGTRXCategory
YTD3.99%11.35%
1-Month-3.90%0.99%
3-Month2.94%5.92%
1-Year14.70%32.83%
3-Year2.84%11.75%
5-Year7.39%11.53%
10-Year6.81%8.98%
Last Bull Market21.99%17.67%
Last Bear Market-13.17%-15.71%

Annual Total Return (%) History

Year
FGTRXCategory
2024
N/AN/A
2023
17.30%N/A
2022
-17.40%N/A
2021
16.14%N/A
2020
14.30%13.51%
2019
21.56%21.35%
2018
-6.68%-7.93%
2017
19.17%15.80%
2016
5.12%7.93%
2015
-1.93%-2.77%
2014
4.72%5.71%
2013
20.67%21.31%
2012
10.22%13.42%
2011
-3.40%-3.80%
2010
14.02%13.49%
2009
30.87%29.37%
2008
-30.92%-34.34%
2007
10.31%7.43%
2006
13.65%13.07%
2005
8.10%7.35%
2004
11.05%10.93%
2003
29.83%25.10%
2002
N/A-14.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.21%N/AN/AN/A
20235.70%4.48%-3.51%10.07%
2022-6.45%-13.17%-5.45%7.55%
20213.66%6.32%-0.91%6.34%
2020-16.27%16.20%6.88%9.92%
201911.10%3.00%0.22%6.00%
20180.28%0.41%4.33%-11.16%
20176.11%3.76%4.34%3.73%
2016-0.27%1.36%4.15%-0.15%
20152.80%-0.46%-7.22%3.30%
20141.13%3.42%-1.60%1.76%
20135.53%-0.08%7.27%6.69%
20128.44%-4.70%5.00%1.58%
20113.77%0.19%-12.93%6.71%
20103.62%-7.29%10.35%7.55%
2009-4.31%14.38%14.24%4.66%
2008-8.36%0.19%-10.18%-16.24%
20072.86%5.37%3.28%-1.45%
20067.38%-2.40%1.09%7.27%
2005-1.94%2.02%5.27%2.64%
20042.53%-0.16%-0.16%8.67%
2003-3.15%14.37%5.69%10.91%
2002-7.61%-14.73%5.76%N/A

Rank In Category (By Total Return)

YTD16
1-Month80
3-Month30
1-Year20
3-Year33
5-Year37

Load Adjusted Returns

1-Year14.70%
3-Year2.84%
5-Year7.39%
10-Year6.81%