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 07/01/2003
Fund without Sales Charge (%) (NAV) -0.09 1.11 1.22 2.40 2.56
Fund with Sales Charge (%) (POP) -1.07 1.11 1.22 2.40 2.56
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 1.17 2.75 2.75 3.63
Quarter EndAs of 03/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 07/01/2003
Fund without Sales Charge (%) (NAV) 3.17 2.36 1.70 2.82 2.76
Fund with Sales Charge (%) (POP) 2.17 2.36 1.70 2.82 2.76
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 3.30 3.59 3.01 3.92

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 -0.09 1.11 1.22 2.40
Fund without Sales Charge (%) (NAV) After Shares Sold 0.72 1.33 1.41 2.38
Fund with Sales Charge (%) (POP) Before Shares Sold -1.07 1.11 1.22 2.40
Fund with Sales Charge (%) (POP) After Shares Sold 0.14 1.33 1.41 2.38
Quarter EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 3.17 2.36 1.70 2.82
Fund without Sales Charge (%) (NAV) After Shares Sold 2.68 2.28 1.77 2.71
Fund with Sales Charge (%) (POP) Before Shares Sold 2.17 2.36 1.70 2.82
Fund with Sales Charge (%) (POP) After Shares Sold 2.09 2.28 1.77 2.71

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 5.55 -0.19 2.84 -0.80 2.30 6.35 -3.16 4.41 10.38 2.13
Fund with Sales Charge (%) (POP) 4.55 -1.17 1.84 -1.78 1.30 5.35 -4.11 3.41 9.38 1.13
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 04/30/2020

Month EndAs of 04/30/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2003
Fund without Sales Charge (%) (NAV) -4.54 -3.01 -0.09 3.37 6.23 26.76 53.14
Fund with Sales Charge (%) (POP) -5.49 -3.98 -1.07 3.37 6.23 26.76 53.14
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) -4.20 -2.52 1.17 8.48 14.55 42.83
Quarter EndAs of 03/31/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 07/01/2003
Fund without Sales Charge (%) (NAV) -0.08 -0.08 3.17 7.24 8.81 32.08 57.79
Fund with Sales Charge (%) (POP) -1.07 -1.07 2.17 7.24 8.81 32.08 57.79
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) -0.81 -0.81 3.30 11.17 15.97 46.84

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

3 YR 5 YR 10 YR
Standard Deviation (Fund) 3.48 3.35 3.75
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 3.66 3.52 3.58
Sharpe Ratio -0.16 0.03 0.48
Information Ratio -1.69 -1.91 -1.34
Tracking Error 0.97 0.81 0.91

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

3 YR 5 YR 10 YR
Beta Bull 0.92 0.96 1.13
Beta Bear 0.83 0.89 0.86
Bull Bear Capture Ratio 0.73 0.73 0.78
% of Positive Months 58.33 60.00 58.33
Gains/Losses 1.30 1.37 1.65
Maximum Drawdown
5.78 5.78 6.34

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

Gross Expense Ratio 1.24%
Net Expense Ratio [further-information] 1.24%
Max Initial Sales Charge 0.00%
CDSC 1.00%

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

Sharpe Ratio -0.16
Standard Deviation 3.48

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