Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FKNIX (FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND CLASS A) | -0.31% | 0.60% | 1.84% | 0.18% | 1.42% | 2.18% | 2.63% | 3.80% |
Data as of 07/17/2025, AR inception is 01/19/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKNIX (FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND CLASS A) | 01/19/1993 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 0.60 | 1.84 | 0.18 | 1.42 | 2.18 | 2.63 | 3.80 | -0.31 | 0.82 | 5.28 | -7.82 | 0.87 | 3.91 | 6.06 | 0.37 | 3.42 | -0.23 | 2.82 | 7.05 | -2.63 | 4.91 | 10.93 | 2.83 | 9.38 | -0.77 | 3.16 | 3.65 | 1.55 | 3.24 | 4.83 | 9.57 | 4.43 | 10.42 | -1.73 | 6.63 | 8.93 | 4.33 | 14.33 | -5.29 | 10.08 |
| Sharpe Ratio | NA | -0.51 | -0.38 | -0.56 | 0.02 | NA | NA | 0.60 | -0.59 | -2.12 | 0.32 | -2.50 | 0.48 | 0.48 | 2.55 | -0.58 | 1.45 | -0.18 | 1.40 | 3.41 | -0.83 | 1.84 | 3.67 | 0.91 | 2.57 | -0.31 | 0.07 | 0.18 | -0.26 | 0.64 | 1.12 | 2.53 | 0.85 | 2.74 | -2.09 | 1.42 | 1.94 | 0.20 | 2.78 | -1.54 | 3.26 |
| Standard Deviation(%) | NA | 3.97 | 3.42 | 3.09 | 3.49 | NA | NA | 3.33 | 4.69 | 2.72 | 3.25 | 3.70 | 1.76 | 7.63 | 1.83 | 1.65 | 1.94 | 2.40 | 1.99 | 2.06 | 3.20 | 2.66 | 2.97 | 3.01 | 3.61 | 5.50 | 2.36 | 2.09 | 2.36 | 3.61 | 3.68 | 3.35 | 2.53 | 2.31 | 2.37 | 2.34 | 2.77 | 4.22 | 3.78 | 5.36 | 2.61 |
| Draw Down(%) | NA | 3.95 | 6.36 | 12.68 | 12.68 | NA | NA | 12.68 | 3.95 | 2.16 | 5.34 | 11.97 | 2.34 | 11.19 | 1.69 | 2.07 | 1.63 | 5.08 | 2.28 | 1.70 | 6.57 | 2.71 | 2.86 | 5.46 | 2.94 | 9.28 | 1.88 | 1.27 | 2.29 | 5.76 | 5.70 | 3.77 | 3.48 | 2.31 | 4.09 | 1.26 | 1.97 | 4.00 | 2.04 | 9.65 | 2.11 |
| Yield(%) | 0.00 | 2.37 | 2.33 | 2.09 | 2.33 | 2.61 | 2.88 | 3.86 | 1.09 | 2.48 | 2.35 | 1.91 | 1.96 | 2.30 | 2.65 | 2.59 | 2.61 | 2.54 | 2.69 | 2.91 | 2.67 | 2.89 | 3.30 | 3.42 | 3.72 | 3.58 | 3.63 | 3.57 | 3.42 | 3.54 | 3.66 | 4.34 | 4.86 | 5.35 | 4.74 | 5.05 | 5.37 | 5.31 | 5.69 | 4.96 | 5.34 |
Data as of 07/17/2025, AR inception is 01/19/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKNIX (FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND CLASS A) |
-2.42%
Oct 2019 - Oct 2022 |
-0.32%
Oct 2017 - Oct 2022 |
0.89%
Oct 2012 - Oct 2022 |
2.25%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKNIX (FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND CLASS A) |
9.35%
Nov 1994 - Nov 1997 |
6.85%
Nov 1994 - Nov 1999 |
6.49%
Nov 1994 - Nov 2004 |
5.51%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart