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FNYZX: FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND ADVISOR CLASS (MUTUAL FUND)
Basic Info 10.82 0.01(0.09%) March 27
Asset Class: | Muni New York Intermediate |
MyPlanIQ Rating: | (12%) |
Start Date: | 12/18/2008 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 2.36% |
Expenses | 1.24% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -0.5 | 2.9 | -0.5 | 1.1 | 1.9 | 2.8 | 2.6 | 5.5 | -7.7 | 0.9 | 4.0 | 6.2 | 0.4 | 3.6 | -0.4 | 2.9 | 7.1 | -2.5 | 5.0 | 11.1 | 2.3 | 9.1 | 2.3 |
Sharpe Ratio | NA | -2.04 | -0.04 | -0.83 | -0.08 | 0.28 | NA | 0.76 | 0.38 | -2.5 | 0.49 | 0.49 | 2.59 | -0.57 | 1.5 | -0.24 | 1.39 | 3.52 | -0.8 | 1.88 | 3.66 | 0.74 | 2.72 | 38.22 |
Draw Down(%) | NA | 1.0 | 5.3 | 12.6 | 12.6 | 12.6 | NA | 12.6 | 5.3 | 11.9 | 2.3 | 11.1 | 1.8 | 2.1 | 1.7 | 5.2 | 2.3 | 1.8 | 6.4 | 2.8 | 2.8 | 5.4 | 2.8 | 0.0 |
Standard Deviation(%) | NA | 2.3 | 3.1 | 3.0 | 4.2 | 3.3 | NA | 3.2 | 3.2 | 3.7 | 1.7 | 7.6 | 1.9 | 1.6 | 2.0 | 2.4 | 2.0 | 2.0 | 3.2 | 2.7 | 3.0 | 3.0 | 3.3 | 2.7 |
Treynor Ratio | NA | -0.05 | 0.0 | -0.03 | 0.0 | 0.01 | NA | 0.02 | 0.01 | -0.09 | 0.01 | 0.03 | 0.05 | -0.01 | 0.03 | -0.01 | 0.03 | 0.07 | -0.03 | 0.04 | 0.09 | 0.02 | 0.11 | 2.35 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.17 |
Beta | NA | 0.92 | 0.92 | 0.96 | 1.03 | 1.01 | NA | 1.01 | 0.93 | 0.98 | 1.03 | 1.08 | 1.01 | 0.89 | 0.88 | 0.9 | 1.0 | 1.04 | 1.02 | 1.16 | 1.18 | 1.07 | 0.83 | 0.44 |
RSquared | NA | 0.89 | 0.92 | 0.92 | 0.94 | 0.92 | NA | 0.88 | 0.93 | 0.95 | 0.74 | 0.96 | 0.82 | 0.81 | 0.86 | 0.87 | 0.84 | 0.84 | 0.89 | 0.8 | 0.86 | 0.87 | 0.64 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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