Franklin New York Intermediate-Term Tax-Free Income Fund

Average Annual Total Returns [further-information] As of 04/30/2020

Month EndAs of 04/30/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 0.21 1.56 1.69 2.93 4.27
Fund with Sales Charge (%) (POP) -2.05 0.79 1.23 2.70 4.18
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 1.17 2.75 2.75 3.63 5.10
Quarter EndAs of 03/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 3.50 2.79 2.20 3.35 4.40
Fund with Sales Charge (%) (POP) 1.17 2.01 1.74 3.12 4.31
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 3.30 3.59 3.01 3.92 5.18

After-Tax Average Annual Total Returns [further-information] As of 04/30/2020

Month EndAs of 04/30/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 0.21 1.56 1.69 2.93
Fund without Sales Charge (%) (NAV) After Shares Sold 1.06 1.79 1.89 2.92
Fund with Sales Charge (%) (POP) Before Shares Sold -2.05 0.79 1.23 2.70
Fund with Sales Charge (%) (POP) After Shares Sold -0.29 1.19 1.53 2.73
Quarter EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 3.50 2.79 2.20 3.35
Fund without Sales Charge (%) (NAV) After Shares Sold 3.04 2.72 2.28 3.25
Fund with Sales Charge (%) (POP) Before Shares Sold 1.17 2.01 1.74 3.12
Fund with Sales Charge (%) (POP) After Shares Sold 1.64 2.12 1.91 3.05

Calendar Year Returns

2019 2018
Fund without Sales Charge (%) (NAV) 5.89 0.31
Fund with Sales Charge (%) (POP) 3.51 -1.95
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 7.12 1.04

Cumulative Total Returns [further-information] As of 04/30/2020

Month EndAs of 04/30/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/21/1992
Fund without Sales Charge (%) (NAV) -4.47 -2.90 0.21 4.74 8.74 33.51 217.22
Fund with Sales Charge (%) (POP) -6.62 -5.09 -2.05 2.38 6.30 30.51 210.08
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) -4.20 -2.52 1.17 8.48 14.55 42.83 294.47
Quarter EndAs of 03/31/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/21/1992
Fund without Sales Charge (%) (NAV) 0.02 0.02 3.50 8.60 11.51 39.05 226.77
Fund with Sales Charge (%) (POP) -2.23 -2.23 1.17 6.15 9.00 35.92 219.41
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) -0.81 -0.81 3.30 11.17 15.97 46.84 301.38

MODERN PORTFOLIO THEORY (MPT) STATISTICSAs of 04/30/2020 (updated monthly)

3 YR 5 YR 10 YR
Standard Deviation (Fund) 3.52 3.39 3.77
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 3.66 3.52 3.58
Alpha -1.08 -0.93 -0.74
Beta 0.92 0.94 1.02
Sharpe Ratio -0.04 0.17 0.62
Information Ratio -1.25 -1.34 -0.77
Tracking Error 0.95 0.79 0.90
R-Squared 0.93 0.95 0.94

ADDITIONAL RISK STATISTICSAs of 04/30/2020 (updated monthly)

3 YR 5 YR 10 YR
Beta Bull 0.94 0.98 1.14
Beta Bear 0.84 0.91 0.88
Bull Bear Capture Ratio 0.80 0.82 0.86
% of Positive Months 69.44 70.00 63.33
Gains/Losses 1.42 1.53 1.82
Maximum Drawdown
5.74 5.74 6.03

SALES CHARGE, EXPENSES & FEES As of 02/01/2020 (updated annually)

Gross Expense Ratio 0.84%
Net Expense Ratio [further-information] 0.84%
Max Initial Sales Charge 2.25%
CDSC 1.00%

Volatility Measures [further-information] As of 04/30/2020 Updated Monthly, based on a 3-year period

Beta 0.92
Sharpe Ratio -0.04
Standard Deviation 3.52

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index