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Franklin Moderate Allocation A (FMTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.65-0.03 (-0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.35%
5-year average return5.67%
Number of years up19
Number of years down8
Best 1-yr total return (16 Apr 2024)24.68%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return24.68%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMTIXCategory
YTD6.27%9.69%
1-month2.49%0.91%
3-month6.27%5.21%
1-year15.75%27.06%
3-year3.87%11.00%
5-year6.73%10.26%
10-year5.77%8.34%
Last bull market21.49%15.58%
Last bear market-11.31%-12.16%

Annual total return (%) history

Year
FMTIXCategory
2024
N/AN/A
2023
14.37%N/A
2022
-16.14%N/A
2021
12.38%N/A
2020
12.37%11.72%
2019
17.40%19.23%
2018
-4.82%-5.76%
2017
14.98%13.21%
2016
4.94%7.34%
2015
-1.89%-1.93%
2014
4.07%6.21%
2013
14.35%16.48%
2012
9.34%11.72%
2011
-1.49%-0.11%
2010
11.97%11.83%
2009
24.68%24.13%
2008
-21.22%-28.00%
2007
9.40%5.99%
2006
11.57%11.29%
2005
5.94%5.13%
2004
9.64%8.86%
2003
22.38%20.35%
2002
-7.53%-12.02%
2001
-4.18%-5.05%
2000
-1.09%1.82%
1999
27.25%10.71%
1998
0.15%13.52%
1997
14.28%19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.27%N/AN/AN/A
20234.99%3.12%-3.28%9.21%
2022-6.19%-11.31%-5.11%6.22%
20212.20%5.35%-0.59%5.00%
2020-12.52%13.16%5.46%7.65%
20199.10%2.64%0.27%4.56%
20180.27%0.23%3.52%-8.51%
20175.03%2.88%3.47%2.84%
2016-0.04%1.49%3.38%0.05%
20152.29%-0.42%-6.13%2.61%
20141.14%3.02%-1.28%1.18%
20134.12%-0.83%5.34%5.14%
20126.56%-3.10%4.34%1.49%
20112.84%0.81%-9.39%4.86%
20103.42%-4.63%7.85%5.26%
2009-2.74%11.27%11.23%3.58%
2008-4.91%-0.30%-7.06%-10.59%
20072.47%4.08%3.12%-0.52%
20065.40%-1.49%1.65%5.71%
2005-1.43%1.58%3.64%2.08%
20042.29%-0.67%0.87%6.98%
2003-1.65%10.68%4.02%8.08%
20021.93%-4.61%-9.45%5.04%
2001-5.76%4.53%-10.61%8.81%
20007.58%-1.71%2.16%-8.44%
19991.12%4.05%-0.94%22.08%
19986.31%-1.17%-10.19%6.13%
19971.74%7.27%6.61%-1.77%

Rank in category (by total return)

YTD25
1-month47
3-month25
1-year44
3-year52
5-year66

Load adjusted returns

1-year9.39%
3-year1.93%
5-year5.53%
10-year5.17%