Franklin New York Intermediate-Term Tax-Free Income Fund

New investors must invest in new Class A shares. This A1 share class is available only for existing investors as of 9/7/18.

New investors must invest in new Class A shares. This A1 share class is available only for existing investors as of 9/7/18.

Average Annual Total Returns [further-information] As of 01/31/2020

Month EndAs of 01/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 7.09 3.68 2.40 3.58 4.51
Fund with Sales Charge (%) (POP) 4.69 2.91 1.92 3.34 4.42
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 8.20 4.78 3.38 4.26 5.31
Quarter EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 6.05 3.25 2.45 3.47 4.46
Fund with Sales Charge (%) (POP) 3.67 2.48 1.99 3.24 4.37
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 7.12 4.39 3.38 4.13 5.26

After-Tax Average Annual Total Returns [further-information] As of 01/31/2020

Month EndAs of 01/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 7.09 3.68 2.40 3.58
Fund without Sales Charge (%) (NAV) After Shares Sold 5.27 3.43 2.43 3.43
Fund with Sales Charge (%) (POP) Before Shares Sold 4.69 2.91 1.92 3.34
Fund with Sales Charge (%) (POP) After Shares Sold 3.83 2.83 2.06 3.24
Quarter EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 6.05 3.25 2.45 3.47
Fund without Sales Charge (%) (NAV) After Shares Sold 4.67 3.11 2.48 3.35
Fund with Sales Charge (%) (POP) Before Shares Sold 3.66 2.48 1.99 3.24
Fund with Sales Charge (%) (POP) After Shares Sold 3.23 2.51 2.12 3.16

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 6.05 0.37 3.42 -0.25 2.80 7.03 -2.63 4.91 10.90 2.80
Fund with Sales Charge (%) (POP) 3.67 -1.93 1.13 -2.49 0.49 4.63 -4.79 2.54 8.42 0.51
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 7.12 1.04 5.09 0.39 3.44 8.60 -2.15 6.21 9.79 2.44

Cumulative Total Returns [further-information] As of 01/31/2020

Month EndAs of 01/31/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/21/1992
Fund without Sales Charge (%) (NAV) 2.06 1.74 7.09 11.47 12.57 42.11 234.27
Fund with Sales Charge (%) (POP) -0.25 -0.56 4.69 9.00 10.00 38.95 226.75
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 2.29 1.76 8.20 15.04 18.06 51.76 311.76
Quarter EndAs of 12/31/2019 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/21/1992
Fund without Sales Charge (%) (NAV) 0.25 6.05 6.05 10.08 12.87 40.69 228.55
Fund with Sales Charge (%) (POP) -2.01 3.67 3.67 7.64 10.34 37.55 221.16
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 0.64 7.12 7.12 13.74 18.10 49.92 304.65

MODERN PORTFOLIO THEORY (MPT) STATISTICSAs of 01/31/2020 (updated monthly)

3 YR 5 YR 10 YR
Standard Deviation (Fund) 2.36 2.81 3.52
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 2.55 2.96 3.29
Sharpe Ratio 0.86 0.48 0.86
Information Ratio -2.26 -2.03 -0.86
Tracking Error 0.48 0.48 0.79

ADDITIONAL RISK STATISTICSAs of 01/31/2020 (updated monthly)

3 YR 5 YR 10 YR
Beta Bull 0.94 0.98 1.15
Beta Bear 0.70 0.97 0.89
Bull Bear Capture Ratio 0.84 0.84 0.85
% of Positive Months 72.22 68.33 63.33
Gains/Losses 3.02 2.00 2.16
Maximum Drawdown
2.11 4.72 6.03

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

Gross Expense Ratio 0.69%
Net Expense Ratio [further-information] 0.69%
Max Initial Sales Charge 2.25%
CDSC 0.75%

Volatility Measures [further-information] As of 01/31/2020 Updated Monthly, based on a 3-year period

Sharpe Ratio 0.86
Standard Deviation 2.36

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