FFACX vs. FCOQX
Compare and contrast key facts about Franklin Global Allocation Fund Class C (FFACX) and Franklin Colorado Tax-Free Income Fund Class A (FCOQX).
FFACX is an actively managed fund by Franklin. It was launched on Aug 15, 2003. FCOQX is a passively managed fund by Franklin that tracks the performance of the Bloomberg Municipal Bond Index. It was launched on Sep 1, 1987.
Performance
FFACX vs. FCOQX - Performance Comparison
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FFACX vs. FCOQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FFACX Franklin Global Allocation Fund Class C | -1.53% | 15.09% | 12.06% | 11.99% | -12.43% | 10.89% | 0.71% | 16.90% | -10.31% |
FCOQX Franklin Colorado Tax-Free Income Fund Class A | -0.45% | 3.34% | 2.47% | 5.62% | -10.97% | 1.52% | 4.72% | 6.41% | 0.98% |
Returns By Period
In the year-to-date period, FFACX achieves a -1.53% return, which is significantly lower than FCOQX's -0.45% return.
FFACX
- 1D
- 1.89%
- 1M
- -4.12%
- YTD
- -1.53%
- 6M
- 0.51%
- 1Y
- 13.33%
- 3Y*
- 10.94%
- 5Y*
- 6.09%
- 10Y*
- 6.13%
FCOQX
- 1D
- 0.29%
- 1M
- -1.97%
- YTD
- -0.45%
- 6M
- 1.31%
- 1Y
- 3.19%
- 3Y*
- 2.81%
- 5Y*
- 0.22%
- 10Y*
- —
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FFACX vs. FCOQX - Expense Ratio Comparison
FFACX has a 1.74% expense ratio, which is higher than FCOQX's 0.85% expense ratio.
Return for Risk
FFACX vs. FCOQX — Risk / Return Rank
FFACX
FCOQX
FFACX vs. FCOQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Allocation Fund Class C (FFACX) and Franklin Colorado Tax-Free Income Fund Class A (FCOQX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FFACX | FCOQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.68 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.85 | 0.93 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 0.76 | +1.00 |
Martin ratioReturn relative to average drawdown | 7.95 | 2.05 | +5.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFACX | FCOQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.68 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.05 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.38 | +0.06 |
Correlation
The correlation between FFACX and FCOQX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FFACX vs. FCOQX - Dividend Comparison
FFACX's dividend yield for the trailing twelve months is around 4.59%, more than FCOQX's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFACX Franklin Global Allocation Fund Class C | 4.59% | 4.52% | 0.39% | 0.90% | 3.57% | 0.45% | 6.72% | 2.24% | 2.38% | 2.21% | 1.48% | 2.17% |
FCOQX Franklin Colorado Tax-Free Income Fund Class A | 2.92% | 3.13% | 3.01% | 2.33% | 2.59% | 2.09% | 2.37% | 2.95% | 1.06% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFACX vs. FCOQX - Drawdown Comparison
The maximum FFACX drawdown since its inception was -53.66%, which is greater than FCOQX's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for FFACX and FCOQX.
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Drawdown Indicators
| FFACX | FCOQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.66% | -15.80% | -37.86% |
Max Drawdown (1Y)Largest decline over 1 year | -7.79% | -5.32% | -2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -15.80% | -2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -30.23% | — | — |
Current DrawdownCurrent decline from peak | -4.99% | -2.25% | -2.74% |
Average DrawdownAverage peak-to-trough decline | -8.02% | -4.22% | -3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.97% | -0.25% |
Volatility
FFACX vs. FCOQX - Volatility Comparison
Franklin Global Allocation Fund Class C (FFACX) has a higher volatility of 4.11% compared to Franklin Colorado Tax-Free Income Fund Class A (FCOQX) at 1.13%. This indicates that FFACX's price experiences larger fluctuations and is considered to be riskier than FCOQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFACX | FCOQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 1.13% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 6.72% | 1.74% | +4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.85% | 5.27% | +5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.94% | 4.16% | +5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.47% | 4.43% | +7.04% |