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 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) 8.02 2.23 2.45 3.57 4.47
Fund with Sales Charge (%) (POP) 5.55 1.46 1.98 3.33 4.39
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) 7.35 1.97 2.59 3.30 4.49
Fund with Sales Charge (%) (POP) 4.92 1.22 2.12 3.07 4.40
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 8.02 2.23 2.45 3.57
Fund without Sales Charge (%) (NAV) After Shares Sold 5.87 2.31 2.48 3.43
Fund with Sales Charge (%) (POP) Before Shares Sold 5.54 1.46 1.98 3.33
Fund with Sales Charge (%) (POP) After Shares Sold 4.38 1.71 2.12 3.24
Quarter EndAs of 09/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 7.35 1.97 2.59 3.30
Fund without Sales Charge (%) (NAV) After Shares Sold 5.47 2.11 2.60 3.21
Fund with Sales Charge (%) (POP) Before Shares Sold 4.92 1.22 2.12 3.07
Fund with Sales Charge (%) (POP) After Shares Sold 4.00 1.52 2.23 3.02

Calendar Year Returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund without Sales Charge (%) (NAV) 0.37 3.42 -0.25 2.80 7.03 -2.63 4.91 10.90 2.80 9.33
Fund with Sales Charge (%) (POP) -1.93 1.13 -2.49 0.49 4.63 -4.79 2.54 8.42 0.51 6.86
Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index (%) 1.04 5.09 0.39 3.44 8.60 -2.15 6.21 9.79 2.44 13.02

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) 0.43 5.73 8.02 6.84 12.84 41.96 227.54
Fund with Sales Charge (%) (POP) -1.83 3.35 5.55 4.46 10.31 38.78 220.17
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) 1.23 5.78 7.35 6.04 13.64 38.40 227.71
Fund with Sales Charge (%) (POP) -1.07 3.40 4.92 3.70 11.08 35.26 220.35
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 3.50
Standard Deviation (Linked Bloomberg Barclays New York Muni Bond/10-Year Muni Bond Index) 3.33 2.97 3.27
Sharpe Ratio 0.21 0.51 0.87
Information Ratio -2.30 -1.88 -0.82
Tracking Error 0.50 0.50 0.80

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 0.89
Bull Bear Capture Ratio 0.82 0.85 0.85
% of Positive Months 69.44 66.67 63.33
Gains/Losses 1.76 2.01 2.16
Maximum Drawdown
2.11 4.72 6.03

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

Gross Expense Ratio 0.68%
Net Expense Ratio [further-information] 0.68%
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

Sharpe Ratio 0.21
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