Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FNYAX (FRANKLIN NEW YORK TAX-FREE INCOME FUND ADVISOR CLASS) | -3.01% | -1.78% | 2.55% | -0.25% | 1.24% | 2.09% | 2.61% | 2.72% |
Data as of 06/20/2025, AR inception is 10/31/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNYAX (FRANKLIN NEW YORK TAX-FREE INCOME FUND ADVISOR CLASS) | 10/31/2001 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.78 | 2.55 | -0.25 | 1.24 | 2.09 | 2.61 | 2.72 | -3.01 | 1.70 | 7.34 | -11.90 | 2.03 | 4.77 | 7.16 | 0.63 | 2.55 | 0.87 | 1.69 | 9.37 | -4.63 | 6.50 | 10.12 | 0.67 | 13.26 | -3.12 | 3.31 | 4.36 | 3.87 | 2.65 | 0.17 | 6.44 | -1.26 |
| Sharpe Ratio | NA | -0.81 | -0.16 | -0.50 | -0.04 | NA | NA | 0.39 | -1.21 | -1.23 | 0.65 | -2.49 | 1.01 | 0.53 | 2.85 | -0.49 | 1.09 | 0.40 | 1.12 | 5.43 | -1.46 | 3.14 | 2.94 | 0.17 | 3.56 | -0.47 | 0.18 | 0.70 | 0.88 | 0.56 | -0.16 | 2.01 | -2.89 |
| Standard Deviation(%) | NA | 6.21 | 5.21 | 4.52 | 4.32 | NA | NA | 3.89 | 7.84 | 3.98 | 4.80 | 5.36 | 1.99 | 8.55 | 2.02 | 1.40 | 1.77 | 1.68 | 1.48 | 1.72 | 3.20 | 2.07 | 3.43 | 3.40 | 3.70 | 8.65 | 1.81 | 1.58 | 1.93 | 3.07 | 3.34 | 2.66 | 3.03 |
| Draw Down(%) | NA | 7.02 | 9.06 | 17.43 | 17.43 | NA | NA | 17.43 | 6.24 | 2.95 | 7.38 | 17.01 | 2.61 | 12.25 | 1.76 | 1.59 | 1.35 | 3.58 | 1.74 | 1.31 | 8.64 | 1.86 | 4.29 | 6.51 | 3.04 | 12.97 | 1.27 | 0.90 | 1.45 | 5.28 | 5.37 | 3.14 | 2.46 |
| Yield(%) | 0.00 | 3.10 | 3.21 | 2.72 | 2.93 | 3.26 | 3.49 | 3.46 | 1.14 | 3.33 | 3.25 | 2.52 | 2.53 | 2.80 | 3.17 | 3.39 | 3.49 | 3.61 | 3.60 | 4.10 | 3.62 | 3.96 | 4.42 | 4.03 | 4.91 | 4.85 | 4.56 | 4.49 | 4.46 | 3.07 | 0.00 | 2.60 | 0.86 |
Data as of 06/20/2025, AR inception is 10/31/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYAX (FRANKLIN NEW YORK TAX-FREE INCOME FUND ADVISOR CLASS) |
-3.58%
Oct 2019 - Oct 2022 |
-0.69%
Oct 2017 - Oct 2022 |
0.56%
Oct 2012 - Oct 2022 |
2.05%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYAX (FRANKLIN NEW YORK TAX-FREE INCOME FUND ADVISOR CLASS) |
8.09%
Nov 2008 - Nov 2011 |
6.13%
Feb 2008 - Feb 2013 |
4.52%
May 2004 - May 2014 |
3.87%
May 2004 - May 2019 |
Annualized Rolling Returns Comparison Chart