Franklin New York Intermediate-Term Tax-Free Income Fund

Average Annual Total Returns [further-information] As of 12/31/2019

Month EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 5.89 3.18 2.40 3.45 4.44
Fund with Sales Charge (%) (POP) 3.51 2.40 1.94 3.22 4.35
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 7.12 4.39 3.38 4.13 5.26
Quarter EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 5.89 3.18 2.40 3.45 4.44
Fund with Sales Charge (%) (POP) 3.51 2.40 1.94 3.22 4.35
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 12/31/2019

No chart available for this data.
Month EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold
Fund without Sales Charge (%) (NAV) After Shares Sold
Fund with Sales Charge (%) (POP) Before Shares Sold
Fund with Sales Charge (%) (POP) After Shares Sold
No chart available for this data.
Quarter EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold
Fund without Sales Charge (%) (NAV) After Shares Sold
Fund with Sales Charge (%) (POP) Before Shares Sold
Fund with Sales Charge (%) (POP) After Shares Sold

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 12/31/2019

Month 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) 0.30 5.89 5.89 9.85 12.61 40.44 226.70
Fund with Sales Charge (%) (POP) -1.96 3.51 3.51 7.38 10.08 37.28 219.35
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
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) 0.30 5.89 5.89 9.85 12.61 40.44 226.70
Fund with Sales Charge (%) (POP) -1.96 3.51 3.51 7.38 10.08 37.28 219.35
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 12/31/2019 (updated monthly)

3 YR 5 YR 10 YR
Standard Deviation (Fund) 2.22 2.84 3.49
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 2.42 2.96 3.26
Alpha -0.89 -0.83 -0.80
Beta 0.90 0.95 1.04
Sharpe Ratio 0.70 0.48 0.83
Information Ratio -2.61 -2.01 -0.84
Tracking Error 0.46 0.49 0.80
R-Squared 0.97 0.97 0.95

ADDITIONAL RISK STATISTICSAs of 12/31/2019 (updated monthly)

3 YR 5 YR 10 YR
Beta Bull 0.91 1.01 1.15
Beta Bear 0.74 0.97 0.90
Bull Bear Capture Ratio 0.80 0.84 0.85
% of Positive Months 75.00 70.00 64.17
Gains/Losses 2.72 1.99 2.12
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 12/31/2019 Updated Monthly, based on a 3-year period

Beta 0.90
Sharpe Ratio 0.70
Standard Deviation 2.22

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