Nasdaq - Delayed Quote USD

Franklin Global Allocation A (FFALX)

14.56 +0.11 (+0.76%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.14%
5y Average Return 4.30%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 31.05%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.05%
Worst 3Y Total Return 0.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FFALX
Category
YTD
6.85%
8.60%
1-Month
2.46%
0.11%
3-Month
6.85%
4.82%
1-Year
15.53%
25.33%
3-Year
5.19%
8.02%
5-Year
5.38%
8.06%
10-Year
4.26%
6.03%
Last Bull Market
27.04%
13.54%
Last Bear Market
-10.25%
-13.20%

Annual Total Return (%) History

Year
FFALX
Category
2024
--
--
2023
12.92%
--
2022
-11.83%
--
2021
11.74%
--
2020
1.55%
6.18%
2019
17.81%
16.10%
2018
-9.82%
-8.26%
2017
11.20%
14.79%

2016
13.52%
6.04%
2015
-6.18%
-4.15%
2014
2.92%
1.54%
2013
23.64%
10.07%
2012
16.76%
10.74%
2011
-1.95%
-3.99%
2010
10.61%
10.58%
2009
31.05%
24.37%
2008
-37.66%
-28.98%
2007
3.12%
11.39%
2006
19.34%
16.61%
2005
6.31%
6.56%
2004
13.58%
15.24%
2003
--
25.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.85% -- -- --
2023 4.44% 2.32% -3.45% 9.44%
2022 -2.61% -10.25% -5.88% 7.17%
2021 2.15% 4.64% -1.05% 5.65%
2020 -22.45% 9.89% 3.55% 15.07%
2019 9.42% 1.46% 0.07% 6.03%
2018 -2.75% 1.58% 2.98% -11.35%
2017 4.31% 2.14% 2.48% 1.85%
2016 0.41% 2.23% 5.52% 4.80%
2015 1.50% -0.66% -9.39% 2.69%

2014 2.99% 4.31% -3.15% -1.08%
2013 6.82% 1.44% 6.46% 7.18%
2012 8.91% -2.85% 6.80% 3.32%
2011 5.35% 1.12% -15.30% 8.67%
2010 3.26% -8.75% 10.00% 6.73%
2009 -9.32% 18.65% 16.18% 4.84%
2008 -8.96% -3.17% -12.32% -19.35%
2007 2.29% 4.77% -1.36% -2.45%
2006 5.35% 0.39% 5.00% 7.47%
2005 -0.35% 1.82% 3.97% 0.79%
2004 2.44% 0.26% 1.41% 9.05%
2003 10.48% -- -- --

Rank in Category (By Total Return)

YTD 13
1-Month 68
3-Month 13
1-Year 19
3-Year 17
5-Year 53

Load Adjusted Returns

1-Year 9.18%
3-Year 3.22%
5-Year 4.20%
10-Year 3.67%

Performance & Risk

YTD Return 3.14%
5y Average Return 4.30%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Franklin Templeton Investments
Net Assets 2.77B
YTD Return 6.85%
Yield 1.55%
Morningstar Rating
Inception Date Aug 15, 2003

Fund Summary

The fund will invest in a diversified portfolio of debt and equity securities and, to a lesser extent, alternative strategies. The advisor may shift its investments from one asset class to another based on the investment manager’s analysis of the best opportunities for the fund’s portfolio in a given market. In addition, at least 40% of the fund’s net assets are invested in non-U.S. investments and in at least three different countries, either directly or through depositary receipts, including in emerging markets.

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