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Franklin LifeSmart Retirement Inc R6 (FLMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.16+0.04 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.11%
5-year average return3.79%
Number of years up7
Number of years down3
Best 1-yr total return (25 Apr 2024)12.20%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return12.20%
Worst 3-yr total return0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFLMTXCategory
YTD3.11%3.58%
1-month1.74%0.73%
3-month3.11%3.29%
1-year11.11%12.52%
3-year2.60%7.60%
5-year4.40%6.39%
10-year3.62%5.12%
Last bull market12.87%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)

YTD19
1-month39
3-month19
1-year3
3-year3
5-year28

Load adjusted returns

1-year11.11%
3-year2.60%
5-year4.40%
10-year3.62%