FLRHX Performance — Franklin LifeSmart 2035 Retirement Target Fund, Advisor Class
Data updated: 2026-08-27
FLRHX returned +8.52% year to date and +18.04% over one year to Jun 2026. Annualised returns are +15.15% over 3 years and +7.92% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $153, against $150 for the category, and to $118 over one year, against $118. Volatility over the past three years was 9.76% a year. In the 12 months to Jun 2026 the fund took in a net $2.2M, and assets reached $166.59M.
FLRHX Growth of $100
What $100 invested in Franklin LifeSmart 2035 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 | FLRHX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $118 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $153 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $146 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $194 | $187 |
FLRHX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.52% |
| 1 year | +18.04% |
| 3 years (annualised) | +15.15% |
| 5 years (annualised) | +7.92% |
FLRHX Annual Returns
Calendar-year total returns of Franklin LifeSmart 2035 Retirement Target Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +8.52% |
| 2025 | +17.85% |
| 2024 | +12.54% |
| 2023 | +16.51% |
| 2022 | −16.54% |
| 2021 | +14.46% |
| 2020 | +13.75% |
| 2019 (Jul–Dec) | +6.46% |
FLRHX 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 | +2.4% | +1.4% | −5.2% | +6.7% | +3.2% | +0.1% | — | — | — | — | — | — |
| 2025 | +2.6% | +0.4% | −2.6% | +0.4% | +3.9% | +3.6% | +0.5% | +2.2% | +2.9% | +1.8% | +0.4% | +0.7% |
| 2024 | +0.6% | +3.5% | +2.8% | −3.6% | +4.0% | +1.5% | +1.5% | +2.0% | +1.7% | −2.2% | +3.0% | −2.7% |
| 2023 | +5.6% | −2.5% | +2.9% | +0.7% | −1.3% | +4.4% | +2.2% | −1.9% | −3.6% | −2.3% | +7.5% | +4.5% |
| 2022 | −4.4% | −2.8% | +0.9% | −6.9% | +0.7% | −6.7% | +5.9% | −3.7% | −7.6% | +4.9% | +6.7% | −3.6% |
| 2021 | −0.6% | +1.3% | +2.7% | +3.5% | +1.2% | +1.0% | +0.9% | +2.2% | −3.9% | +4.1% | −2.0% | +3.4% |
| 2020 | −0.3% | −5.7% | −10.6% | +8.6% | +4.2% | +2.0% | +4.5% | +4.4% | −2.2% | −2.0% | +8.3% | +3.5% |
| 2019 | — | — | — | — | — | — | +0.2% | −1.1% | +1.2% | +1.3% | +2.1% | +2.6% |
FLRHX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.76%
- 3-year Sharpe ratio: 1.09 (vs 4.5% risk-free rate)
- Best month: +7.46% (Nov 2023)
- Worst month: −5.16% (Mar 2026)
FLRHX Fund Flows
Monthly money in and out of Franklin LifeSmart 2035 Retirement Target Fund, from SEC Form N-PORT.
- 12-month net flow: $2.2M
- 12-month gross sales (incl. reinvestments): $32.4M
- Sales ÷ redemptions: 1.07×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $6.5M | $2.0M | $4.5M |
| May 2026 | $1.8M | $2.6M | −$855K |
| Apr 2026 | $1.9M | $3.5M | −$1.6M |
| Mar 2026 | $1.9M | $2.5M | −$600K |
| Feb 2026 | $2.4M | $3.8M | −$1.4M |
| Jan 2026 | $2.5M | $2.4M | $106K |
| Dec 2025 | $7.3M | $2.4M | $4.9M |
| Nov 2025 | $1.1M | $1.1M | $75K |
| Oct 2025 | $1.8M | $3.3M | −$1.5M |
| Sep 2025 | $1.9M | $2.5M | −$598K |
| Aug 2025 | $1.1M | $1.7M | −$581K |
| Jul 2025 | $2.2M | $2.4M | −$138K |
FLRHX Assets Under Management
Net assets of Franklin LifeSmart 2035 Retirement Target Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $166.59M |
| 2026-03-31 | $153.61M |
| 2025-12-31 | $157.91M |
| 2025-09-30 | $156.19M |
| 2025-06-30 | $149.09M |
| 2025-03-31 | $138.64M |
| 2024-12-31 | $139.46M |
| 2024-09-30 | $143.93M |
| 2024-06-30 | $137.52M |
| 2024-03-31 | $134.77M |
| 2023-12-31 | $127.47M |
| 2023-09-30 | $119.22M |
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.