Franklin New York Intermediate-Term Tax-Free Income Fund

Average Annual Total Returns [further-information] As of 10/31/2019

Month EndAs of 10/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 09/21/1992
Fund without Sales Charge (%) (NAV) 7.85 2.17 2.40 3.55 4.45
Fund with Sales Charge (%) (POP) 5.43 1.39 1.94 3.31 4.37
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 9.09 3.38 3.39 4.23 5.27
Quarter EndAs of 09/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 09/21/1992
Fund without Sales Charge (%) (NAV) 7.19 1.89 2.53 3.28 4.47
Fund with Sales Charge (%) (POP) 4.78 1.12 2.07 3.04 4.38
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 8.27 2.96 3.50 4.00 5.28

After-Tax Average Annual Total Returns [further-information] As of 10/31/2019

Month EndAs of 10/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 7.85 2.17 2.40 3.55
Fund without Sales Charge (%) (NAV) After Shares Sold 5.71 2.25 2.44 3.42
Fund with Sales Charge (%) (POP) Before Shares Sold 5.42 1.39 1.94 3.31
Fund with Sales Charge (%) (POP) After Shares Sold 4.24 1.65 2.08 3.22
Quarter EndAs of 09/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 7.19 1.89 2.53 3.28
Fund without Sales Charge (%) (NAV) After Shares Sold 5.31 2.03 2.54 3.19
Fund with Sales Charge (%) (POP) Before Shares Sold 4.78 1.12 2.07 3.04
Fund with Sales Charge (%) (POP) After Shares Sold 3.86 1.43 2.18 3.00

Calendar Year Returns

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

Cumulative Total Returns [further-information] As of 10/31/2019

Month EndAs of 10/31/2019 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/21/1992
Fund without Sales Charge (%) (NAV) 0.48 5.59 7.85 6.64 12.61 41.74 225.77
Fund with Sales Charge (%) (POP) -1.78 3.22 5.43 4.24 10.07 38.55 218.44
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 0.73 6.56 9.09 10.47 18.11 51.31 302.55
Quarter EndAs of 09/30/2019 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/21/1992
Fund without Sales Charge (%) (NAV) 1.19 5.57 7.19 5.76 13.32 38.07 225.72
Fund with Sales Charge (%) (POP) -1.09 3.20 4.78 3.38 10.77 34.96 218.39
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 1.40 6.43 8.27 9.15 18.77 47.95 302.07

MODERN PORTFOLIO THEORY (MPT) STATISTICSAs of 10/31/2019 (updated monthly)

3 YR 5 YR 10 YR
Standard Deviation (Fund) 3.12 2.84 3.51
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 3.33 2.97 3.27
Alpha -1.04 -0.83 -0.81
Beta 0.93 0.95 1.05
Sharpe Ratio 0.19 0.50 0.86
Information Ratio -2.53 -2.02 -0.84
Tracking Error 0.48 0.49 0.81
R-Squared 0.98 0.97 0.95

ADDITIONAL RISK STATISTICSAs of 10/31/2019 (updated monthly)

3 YR 5 YR 10 YR
Beta Bull 0.89 1.01 1.15
Beta Bear 0.98 0.97 0.90
Bull Bear Capture Ratio 0.81 0.84 0.85
% of Positive Months 72.22 68.33 64.17
Gains/Losses 1.73 1.99 2.15
Maximum Drawdown
2.13 4.72 6.03

SALES CHARGE, EXPENSES & FEES As of 02/01/2019 (updated annually)

Gross Expense Ratio 0.83%
Net Expense Ratio [further-information] 0.83%
Max Initial Sales Charge 2.25%
CDSC 0.75%

Volatility Measures [further-information] As of 10/31/2019 Updated Monthly, based on a 3-year period

Beta 0.93
Sharpe Ratio 0.19
Standard Deviation 3.12

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