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) 0.47 1.77 1.86 3.07 4.35
Fund with Sales Charge (%) (POP) 0.47 1.77 1.86 3.07 4.35
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) 3.84 2.99 2.37 3.48 4.47
Fund with Sales Charge (%) (POP) 3.84 2.99 2.37 3.48 4.47
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 0.47 1.77 1.86 3.07
Fund without Sales Charge (%) (NAV) After Shares Sold 1.32 1.99 2.05 3.05
Fund with Sales Charge (%) (POP) Before Shares Sold 0.47 1.77 1.86 3.07
Fund with Sales Charge (%) (POP) After Shares Sold 1.32 1.99 2.05 3.05
Quarter EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 3.84 2.99 2.36 3.48
Fund without Sales Charge (%) (NAV) After Shares Sold 3.35 2.92 2.43 3.38
Fund with Sales Charge (%) (POP) Before Shares Sold 3.84 2.99 2.36 3.48
Fund with Sales Charge (%) (POP) After Shares Sold 3.35 2.92 2.43 3.38

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 6.24 0.37 3.60 -0.16 2.88 7.13 -2.53 5.00 11.09 2.89
Fund with Sales Charge (%) (POP) 6.24 0.37 3.60 -0.16 2.88 7.13 -2.53 5.00 11.09 2.89
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 09/21/1992
Fund without Sales Charge (%) (NAV) -4.40 -2.81 0.47 5.40 9.64 35.27 223.62
Fund with Sales Charge (%) (POP) -4.40 -2.81 0.47 5.40 9.64 35.27 223.62
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) 0.08 0.08 3.84 9.25 12.40 40.82 233.25
Fund with Sales Charge (%) (POP) 0.08 0.08 3.84 9.25 12.40 40.82 233.25
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) 3.53 3.40 3.76
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 3.66 3.52 3.58
Sharpe Ratio 0.02 0.22 0.66
Information Ratio -1.06 -1.15 -0.62
Tracking Error 0.92 0.77 0.90

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

3 YR 5 YR 10 YR
Beta Bull 0.91 0.97 1.12
Beta Bear 0.82 0.90 0.87
Bull Bear Capture Ratio 0.83 0.85 0.88
% of Positive Months 69.44 70.00 64.17
Gains/Losses 1.48 1.58 1.86
Maximum Drawdown
5.68 5.68 5.87

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

Gross Expense Ratio 0.59%
Net Expense Ratio [further-information] 0.59%
Max Initial Sales Charge 0.00%
CDSC

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

Sharpe Ratio 0.02
Standard Deviation 3.53

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