See what your fund actually adds
Franklin Retirement Advantage 2060 Fund Class C Shares PAAPX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | PAAPX | Replication |
|---|---|---|
| Annualized growth | 10.9% | 12.2% |
| Annualized volatility | 14.8% | 16.6% |
| Sharpe ratio | 0.77 | 0.78 |
| Maximum drawdown | 25.2% | 24.9% |
| Replication fit (R²) | 0.96 · Tracking error 3.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model PAAPX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VTI | US Broad Market | 100.0% |