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Franklin Moderate Allocation R (FTMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.47+0.09 (+0.59%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.10%
5-year average return6.21%
Number of years up16
Number of years down5
Best 1-yr total return (1 Jul 2024)24.37%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return24.37%
Worst 3-yr total return1.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTMRXCategory
YTD7.82%9.69%
1-month1.64%0.91%
3-month1.57%5.21%
1-year13.76%27.06%
3-year2.37%11.00%
5-year6.25%10.26%
10-year5.36%8.34%
Last bull market18.48%15.58%
Last bear market-11.39%-12.16%

Annual total return (%) history

Year
FTMRXCategory
2024
N/AN/A
2023
14.12%N/A
2022
-16.37%N/A
2021
12.05%N/A
2020
12.17%11.72%
2019
17.05%19.23%
2018
-5.04%-5.76%
2017
14.69%13.21%
2016
4.71%7.34%
2015
-2.18%-1.93%
2014
3.89%6.21%
2013
13.97%16.48%
2012
9.11%11.72%
2011
-1.73%-0.11%
2010
11.75%11.83%
2009
24.37%24.13%
2008
-21.45%-28.00%
2007
9.16%5.99%
2006
11.27%11.29%
2005
5.73%5.13%
2004
9.30%8.86%
2003
22.18%20.35%
2002
N/A-12.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.15%1.57%N/AN/A
20234.94%3.06%-3.35%9.16%
2022-6.23%-11.39%-5.18%6.16%
20212.08%5.30%-0.66%4.94%
2020-12.54%13.03%5.40%7.65%
20198.99%2.57%0.27%4.42%
20180.20%0.17%3.44%-8.54%
20174.91%2.83%3.42%2.80%
2016-0.11%1.42%3.33%0.02%
20152.18%-0.42%-6.24%2.54%
20141.08%2.97%-1.35%1.18%
20134.00%-0.83%5.22%5.02%
20126.52%-3.17%4.22%1.50%
20112.79%0.69%-9.48%4.89%
20103.38%-4.70%7.81%5.21%
2009-2.81%11.24%11.20%3.45%
2008-5.03%-0.37%-7.06%-10.67%
20072.43%4.02%3.06%-0.60%
20065.33%-1.49%1.52%5.64%
2005-1.47%1.61%3.50%2.03%
20042.17%-0.66%0.73%6.92%
2003-1.59%10.54%3.98%8.02%
2002-4.70%-9.45%4.83%N/A

Rank in category (by total return)

YTD30
1-month37
3-month37
1-year33
3-year56
5-year66

Load adjusted returns

1-year13.76%
3-year2.37%
5-year6.25%
10-year5.36%