FLJSX Performance — Franklin LifeSmart 2060 Retirement Target Fund, Advisor Class
Data updated: 2026-08-27
FLJSX returned +11.35% year to date and +23.31% over one year to Jun 2026. Annualised returns are +18.77% over 3 years and +10.16% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $168, against $150 for the category, and to $123 over one year, against $118. Volatility over the past three years was 11.62% a year. In the 12 months to Jun 2026 the fund took in a net $3.7M, and assets reached $15.90M.
FLJSX Growth of $100
What $100 invested in Franklin LifeSmart 2060 Retirement Target Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FLJSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $123 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $168 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $162 | $143 |
| Since data start (Jan 2021 – Jun 2026) | $182 | $155 |
FLJSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.35% |
| 1 year | +23.31% |
| 3 years (annualised) | +18.77% |
| 5 years (annualised) | +10.16% |
FLJSX Annual Returns
Calendar-year total returns of Franklin LifeSmart 2060 Retirement Target Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.35% |
| 2025 | +21.60% |
| 2024 | +15.96% |
| 2023 | +19.07% |
| 2022 | −17.59% |
| 2021 | +18.41% |
FLJSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.2% | +1.2% | −6.1% | +8.8% | +4.4% | 0.0% | — | — | — | — | — | — |
| 2025 | +3.2% | 0.0% | −3.5% | +0.4% | +5.3% | +4.3% | +0.9% | +2.5% | +3.5% | +2.3% | +0.2% | +0.9% |
| 2024 | +0.9% | +4.8% | +3.3% | −3.8% | +4.6% | +1.7% | +1.5% | +2.2% | +1.7% | −2.1% | +3.6% | −3.0% |
| 2023 | +5.8% | −2.5% | +3.0% | +0.8% | −1.2% | +5.5% | +2.8% | −2.3% | −3.9% | −2.5% | +8.3% | +4.6% |
| 2022 | −4.8% | −3.7% | +1.7% | −7.7% | +0.9% | −7.6% | +6.6% | −3.9% | −8.5% | +6.6% | +7.3% | −4.1% |
| 2021 | 0.0% | +1.7% | +3.7% | +4.0% | +1.5% | +0.9% | +0.8% | +2.7% | −4.8% | +5.3% | −2.4% | +4.1% |
FLJSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.62%
- 3-year Sharpe ratio: 1.23 (vs 4.5% risk-free rate)
- Best month: +8.85% (Apr 2026)
- Worst month: −6.14% (Mar 2026)
FLJSX Fund Flows
Monthly money in and out of Franklin LifeSmart 2060 Retirement Target Fund, from SEC Form N-PORT.
- 12-month net flow: $3.7M
- 12-month gross sales (incl. reinvestments): $5.3M
- Sales ÷ redemptions: 3.39×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $819K | $136K | $683K |
| May 2026 | $438K | $183K | $254K |
| Apr 2026 | $356K | $132K | $224K |
| Mar 2026 | $596K | $219K | $376K |
| Feb 2026 | $407K | $84K | $322K |
| Jan 2026 | $445K | $153K | $292K |
| Dec 2025 | $656K | $109K | $547K |
| Nov 2025 | $377K | $90K | $287K |
| Oct 2025 | $338K | $53K | $284K |
| Sep 2025 | $344K | $185K | $159K |
| Aug 2025 | $263K | $106K | $157K |
| Jul 2025 | $282K | $117K | $165K |
FLJSX Assets Under Management
Net assets of Franklin LifeSmart 2060 Retirement Target Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $15.90M |
| 2026-03-31 | $13.33M |
| 2025-12-31 | $12.65M |
| 2025-09-30 | $11.37M |
| 2025-06-30 | $10.15M |
| 2025-03-31 | $8.63M |
| 2024-12-31 | $8.05M |
| 2024-09-30 | $7.62M |
| 2024-06-30 | $6.61M |
| 2024-03-31 | $5.75M |
| 2023-12-31 | $4.95M |
| 2023-09-30 | $4.10M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.