Franklin New York Intermediate-Term Tax-Free Income Fund

New investors must invest in new Class A shares. This A1 share class is available only for existing investors as of 9/7/18.

New investors must invest in new Class A shares. This A1 share class is available only for existing investors as of 9/7/18.

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) 2.04 2.30 2.40 3.15 4.40
Fund with Sales Charge (%) (POP) -0.28 1.52 1.93 2.92 4.31
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) 3.74 2.90 2.27 3.38 4.42
Fund with Sales Charge (%) (POP) 1.45 2.11 1.81 3.15 4.34
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 2.04 2.30 2.40 3.15
Fund without Sales Charge (%) (NAV) After Shares Sold 2.18 2.36 2.44 3.09
Fund with Sales Charge (%) (POP) Before Shares Sold -0.28 1.52 1.93 2.92
Fund with Sales Charge (%) (POP) After Shares Sold 0.79 1.76 2.07 2.89
Quarter EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 3.74 2.90 2.27 3.38
Fund without Sales Charge (%) (NAV) After Shares Sold 3.25 2.83 2.34 3.28
Fund with Sales Charge (%) (POP) Before Shares Sold 1.44 2.11 1.81 3.15
Fund with Sales Charge (%) (POP) After Shares Sold 1.87 2.21 1.98 3.08

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 6.05 0.37 3.42 -0.25 2.80 7.03 -2.63 4.91 10.90 2.80
Fund with Sales Charge (%) (POP) 3.67 -1.93 1.13 -2.49 0.49 4.63 -4.79 2.54 8.42 0.51
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 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) -2.77 0.18 2.04 7.05 12.58 36.42 229.15
Fund with Sales Charge (%) (POP) -4.99 -2.08 -0.28 4.63 10.04 33.32 221.75
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) 0.14 0.14 3.74 8.96 11.90 39.45 229.02
Fund with Sales Charge (%) (POP) -2.12 -2.12 1.45 6.47 9.40 36.35 221.62
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) 3.81 3.60 3.86
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 3.96 3.76 3.70
Sharpe Ratio 0.26 0.40 0.68
Information Ratio -1.11 -1.30 -0.83
Tracking Error 0.96 0.82 0.90

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 0.80 0.89 0.87
Bull Bear Capture Ratio 0.85 0.85 0.86
Gains/Losses 1.75 1.81 1.90

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

Gross Expense Ratio 0.69%
Net Expense Ratio [further-information] 0.69%
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

Sharpe Ratio 0.26
Standard Deviation 3.81

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