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Franklin Retirement Advantage 2045 Fund Class C Shares PAFPX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | PAFPX | Replication |
|---|---|---|
| Annualized growth | 9.2% | 11.4% |
| Annualized volatility | 12.7% | 14.3% |
| Sharpe ratio | 0.76 | 0.83 |
| Maximum drawdown | 23.3% | 23.2% |
| Replication fit (R²) | 0.93 · Tracking error 3.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model PAFPX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 24.9% |
| VOO | US Large Cap | 21.4% |
| LRGF | Factor · Multi-Factor | 20.9% |
| VUG | Style · Growth | 19.9% |
| MTUM | Factor · Momentum | 12.9% |