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
FOFRX (Franklin Oregon Tax-Free Income Fund6) 1.62% 7.63% 3.76% 0.48% NA NA NA
Data as of 06/04/2026, Common starting date is 08/02/2017
More Performance Analytics Comparison
Name Start Date End Date
FOFRX (Franklin Oregon Tax-Free Income Fund6) 08/02/2017 06/04/2026
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
Annualized Return (%) 0.48 7.63 3.76 0.48 NA NA NA 1.62 3.60 2.20 5.76 -10.56 1.49 5.12 6.47 0.74 0.59
Sharpe Ratio NA 1.52 0.19 -0.49 NA NA NA 0.23 0.12 -0.43 0.49 -2.62 0.79 0.65 2.43 -0.36 0.26
Standard Deviation(%) NA 3.16 4.53 4.25 NA NA NA 3.34 5.85 3.26 4.29 4.58 1.84 7.46 2.06 1.80 2.47
Draw Down(%) NA 2.83 6.41 15.19 NA NA NA 2.83 6.01 2.35 7.09 14.92 2.50 10.20 1.69 1.88 1.46
Yield(%) 0.00 3.45 3.35 2.71 2.48 1.65 1.24 1.22 3.56 3.29 3.19 2.43 2.24 2.57 3.12 3.20 1.10
Data as of 06/04/2026, Common starting date is 08/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FOFRX (Franklin Oregon Tax-Free Income Fund6) -3.55%
Oct 2020 – Oct 2023
-0.56%
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
FOFRX (Franklin Oregon Tax-Free Income Fund6) 5.19%
Oct 2022 – Oct 2025
1.45%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return