Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNCZX (FRANKLIN NORTH CAROLINA TAX-FREE INCOME FUND ADVISOR CLASS) | 1.65% | 7.86% | 3.63% | 0.48% | 1.57% | 2.31% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNCZX (FRANKLIN NORTH CAROLINA TAX-FREE INCOME FUND ADVISOR CLASS) | 07/20/2009 | 06/03/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 7.86 | 3.63 | 0.48 | 1.57 | 2.31 | NA | … | … | 1.65 | 3.57 | 2.18 | 6.14 | -10.74 | 1.38 | 4.70 | 6.08 | 1.36 | 1.65 | 0.99 | 1.69 | 8.79 | -6.58 | 6.99 | 11.41 | 0.29 | 4.86 |
| Sharpe Ratio | NA | 1.63 | 0.17 | -0.45 | -0.01 | NA | NA | … | … | 0.40 | 0.12 | -0.39 | 0.53 | -2.43 | 0.75 | 0.66 | 2.68 | -0.01 | 0.49 | 0.40 | 0.95 | 4.08 | -1.84 | 3.03 | 3.21 | 0.06 | 4.41 |
| Standard Deviation(%) | NA | 3.06 | 4.73 | 4.49 | 4.01 | NA | NA | … | … | 3.31 | 5.81 | 3.69 | 4.70 | 5.04 | 1.82 | 6.68 | 1.72 | 1.81 | 2.03 | 1.92 | 1.75 | 2.15 | 3.60 | 2.30 | 3.54 | 3.50 | 2.47 |
| Draw Down(%) | NA | 2.90 | 6.93 | 16.01 | 16.01 | NA | NA | … | … | 2.90 | 6.22 | 2.81 | 7.63 | 15.57 | 2.27 | 9.24 | 1.45 | 1.66 | 1.91 | 3.79 | 2.12 | 2.06 | 10.10 | 1.97 | 3.75 | 6.73 | 2.41 |
| Yield(%) | 0.00 | 3.00 | 2.93 | 2.40 | 2.61 | 3.02 | 2.67 | … | … | 1.07 | 3.07 | 2.90 | 2.78 | 2.16 | 2.12 | 2.56 | 3.00 | 3.15 | 3.35 | 3.28 | 3.62 | 4.20 | 3.45 | 3.80 | 4.33 | 3.60 | 1.34 |
Data as of 06/03/2026, Common starting date is 07/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNCZX (FRANKLIN NORTH CAROLINA TAX-FREE INCOME FUND ADVISOR CLASS) |
-3.85%
Oct 2020 – Oct 2023 |
-0.58%
Jul 2020 – Jul 2025 |
0.26%
Oct 2012 – Oct 2022 |
1.82%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNCZX (FRANKLIN NORTH CAROLINA TAX-FREE INCOME FUND ADVISOR CLASS) |
6.92%
Nov 2009 – Nov 2012 |
4.57%
Jan 2011 – Jan 2016 |
3.72%
Jan 2011 – Jan 2021 |
2.60%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart