Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FALZX (Franklin Alabama Tax-Free Income Fund Cl) 1.38% 6.75% 3.44% 0.37% NA NA NA
Data as of 06/05/2026, Common starting date is 09/16/2016
More Performance Analytics Comparison
Name Start Date End Date
FALZX (Franklin Alabama Tax-Free Income Fund Cl) 09/16/2016 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.10 6.75 3.44 0.37 NA NA NA 1.38 3.27 1.65 6.50 -10.71 2.35 4.84 6.55 0.65 3.15 -2.43
Sharpe Ratio NA 1.48 0.14 -0.47 NA NA NA 0.20 0.07 -0.52 0.57 -2.34 1.18 0.73 2.70 -0.41 1.17 -3.64
Standard Deviation(%) NA 2.89 4.55 4.48 NA NA NA 3.30 5.21 3.80 5.03 5.20 1.97 6.24 1.88 1.77 2.14 2.31
Draw Down(%) NA 3.01 7.57 15.87 NA NA NA 3.01 5.46 2.89 8.40 15.53 2.45 8.65 1.42 1.81 1.44 3.36
Yield(%) 0.00 2.99 2.88 2.41 2.59 1.73 1.30 1.07 3.06 2.79 2.72 2.24 2.24 2.79 3.23 3.14 3.38 0.97
Data as of 06/05/2026, Common starting date is 09/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FALZX (Franklin Alabama Tax-Free Income Fund Cl) -3.71%
Oct 2020 – Oct 2023
-0.36%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FALZX (Franklin Alabama Tax-Free Income Fund Cl) 5.45%
Oct 2022 – Oct 2025
3.55%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return