Franklin New York Intermediate-Term Tax-Free Income Fund

Average Annual Total Returns [further-information] As of 05/31/2020

Month EndAs of 05/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 1.79 2.17 2.32 3.12 4.37
Fund with Sales Charge (%) (POP) -0.50 1.40 1.86 2.88 4.28
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 3.01 3.29 3.43 3.87 5.20
Quarter EndAs of 03/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 09/21/1992
Fund without Sales Charge (%) (NAV) 3.50 2.79 2.20 3.35 4.40
Fund with Sales Charge (%) (POP) 1.17 2.01 1.74 3.12 4.31
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 05/31/2020

Month EndAs of 05/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.79 2.17 2.32 3.12
Fund without Sales Charge (%) (NAV) After Shares Sold 1.98 2.24 2.37 3.06
Fund with Sales Charge (%) (POP) Before Shares Sold -0.50 1.40 1.86 2.88
Fund with Sales Charge (%) (POP) After Shares Sold 0.60 1.64 2.00 2.86
Quarter EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 3.50 2.79 2.20 3.35
Fund without Sales Charge (%) (NAV) After Shares Sold 3.04 2.72 2.28 3.25
Fund with Sales Charge (%) (POP) Before Shares Sold 1.17 2.01 1.74 3.12
Fund with Sales Charge (%) (POP) After Shares Sold 1.64 2.12 1.91 3.05

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 05/31/2020

Month EndAs of 05/31/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/21/1992
Fund without Sales Charge (%) (NAV) -2.89 0.04 1.79 6.67 12.16 35.94 226.81
Fund with Sales Charge (%) (POP) -5.07 -2.22 -0.50 4.26 9.64 32.89 219.46
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) -2.29 0.63 3.01 10.20 18.36 46.17 307.19
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) 0.02 0.02 3.50 8.60 11.51 39.05 226.77
Fund with Sales Charge (%) (POP) -2.23 -2.23 1.17 6.15 9.00 35.92 219.41
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 06/30/2020 (updated monthly)

3 YR 5 YR 10 YR
Standard Deviation (Fund) 3.84 3.62 3.87
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 3.96 3.76 3.70
Alpha -1.00 -0.94 -0.80
Beta 0.94 0.94 1.02
Sharpe Ratio 0.24 0.38 0.67
Information Ratio -1.25 -1.41 -0.86
Tracking Error 0.93 0.79 0.89
R-Squared 0.95 0.96 0.95

ADDITIONAL RISK STATISTICSAs of 06/30/2020 (updated monthly)

3 YR 5 YR 10 YR
Beta Bull 0.98 0.98 1.11
Beta Bear 0.83 0.90 0.88
Bull Bear Capture Ratio 0.83 0.83 0.86
Gains/Losses 1.71 1.78 1.89

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

Gross Expense Ratio 0.84%
Net Expense Ratio [further-information] 0.84%
Max Initial Sales Charge 2.25%
CDSC 1.00%

Volatility Measures [further-information] As of 06/30/2020 Updated Monthly, based on a 3-year period

Beta 0.94
Sharpe Ratio 0.24
Standard Deviation 3.84

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