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Franklin LifeSmart Retirement Income Fund (FLMTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.26+0.08 (+0.79%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.11%
5-Year Average Return3.96%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)12.20%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return12.20%
Worst 3-Yr Total Return0.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFLMTXCategory
YTD0.61%3.58%
1-Month-2.42%0.73%
3-Month0.33%3.29%
1-Year7.37%12.52%
3-Year1.13%7.60%
5-Year3.67%6.39%
10-Year3.39%5.12%
Last Bull Market12.62%8.81%
Last Bear Market-9.01%-5.68%

Annual Total Return (%) History

Year
FLMTXCategory
2024
N/AN/A
2023
12.00%N/A
2022
-11.56%N/A
2021
5.63%N/A
2020
8.80%9.03%
2019
12.20%12.85%
2018
-2.16%-3.16%
2017
5.14%8.81%
2016
5.60%5.10%
2015
-2.34%-1.50%
2014
3.49%4.36%
2013
N/A7.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.11%N/AN/AN/A
20233.94%2.12%-1.74%7.38%
2022-4.11%-9.01%-4.50%6.14%
2021-0.11%3.53%-0.20%2.35%
2020-6.57%6.48%2.38%6.82%
20196.17%1.94%1.37%2.26%
2018-0.75%1.09%1.73%-4.13%
20172.16%0.96%1.42%0.51%
2016-0.33%2.34%2.45%1.05%
20151.59%0.17%-5.46%1.50%
20141.29%2.49%-1.00%0.70%
20135.15%4.26%N/AN/A

Rank In Category (By Total Return)

YTD14
1-Month51
3-Month23
1-Year3
3-Year3
5-Year28

Load Adjusted Returns

1-Year7.37%
3-Year1.13%
5-Year3.67%
10-Year3.39%