Canada markets open in 9 hours 18 minutes

Franklin LifeSmart Retment Inc C (FRTCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
10.25-0.00 (-0.01%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.97%
5-Year Average Return3.20%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Jun 23, 2024)27.75%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return27.75%
Worst 3-Yr Total Return-0.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFRTCXCategory
YTD2.75%3.58%
1-Month2.50%0.73%
3-Month1.66%3.29%
1-Year10.14%12.52%
3-Year0.71%7.60%
5-Year3.44%6.39%
10-Year2.43%5.12%
Last Bull Market12.10%8.81%
Last Bear Market-9.27%-5.68%

Annual Total Return (%) History

Year
FRTCXCategory
2024
N/AN/A
2023
10.88%N/A
2022
-12.53%N/A
2021
4.56%N/A
2020
7.62%9.03%
2019
11.14%12.85%
2018
-3.29%-3.16%
2017
4.07%8.81%
2016
4.50%5.10%
2015
-3.32%-1.50%
2014
2.39%4.36%
2013
11.46%7.36%
2012
8.44%9.01%
2011
-1.51%1.60%
2010
11.91%8.94%
2009
27.75%18.36%
2008
-26.09%-18.06%
2007
9.02%4.46%
2006
N/A7.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.77%N/AN/AN/A
20233.61%1.88%-2.03%7.22%
2022-4.37%-9.27%-4.69%5.78%
2021-0.31%3.22%-0.48%2.11%
2020-6.86%6.19%2.22%6.45%
20196.00%1.70%1.13%1.95%
2018-1.04%0.82%1.47%-4.48%
20171.82%0.70%1.25%0.24%
2016-0.64%2.10%2.21%0.79%
20151.32%-0.10%-5.63%1.21%
20141.06%2.18%-1.28%0.43%
20133.24%-0.96%4.87%3.94%
20126.05%-2.93%3.95%1.33%
20113.03%0.60%-9.11%4.54%
20103.42%-5.83%8.57%5.84%
2009-2.94%12.76%12.42%3.83%
2008-6.81%-0.10%-8.51%-13.23%
20072.45%4.66%3.00%-1.29%
20066.39%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month43
3-Month33
1-Year24
3-Year28
5-Year71

Load Adjusted Returns

1-Year9.14%
3-Year0.71%
5-Year3.44%
10-Year2.43%