Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOFZX (FRANKLIN OREGON TAX-FREE INCOME FUND ADVISOR CLASS) | 1.71% | 7.59% | 3.73% | 0.47% | 1.71% | 2.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOFZX (FRANKLIN OREGON TAX-FREE INCOME FUND ADVISOR CLASS) | 07/20/2009 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 7.59 | 3.73 | 0.47 | 1.71 | 2.55 | NA | … | … | 1.71 | 3.57 | 2.07 | 5.75 | -10.52 | 1.45 | 5.12 | 6.36 | 0.73 | 3.94 | 0.79 | 2.43 | 9.89 | -6.18 | 6.97 | 11.24 | 1.30 | 5.26 |
| Sharpe Ratio | NA | 1.54 | 0.18 | -0.49 | 0.02 | NA | NA | … | … | 0.29 | 0.12 | -0.48 | 0.49 | -2.63 | 0.75 | 0.65 | 2.44 | -0.37 | 1.47 | 0.25 | 1.18 | 4.73 | -1.65 | 2.73 | 3.52 | 0.37 | 4.72 |
| Standard Deviation(%) | NA | 3.10 | 4.50 | 4.22 | 4.03 | NA | NA | … | … | 3.39 | 5.78 | 3.23 | 4.27 | 4.56 | 1.90 | 7.43 | 2.00 | 1.79 | 2.24 | 2.32 | 2.03 | 2.09 | 3.76 | 2.55 | 3.19 | 3.24 | 2.51 |
| Draw Down(%) | NA | 2.92 | 6.31 | 15.23 | 15.23 | NA | NA | … | … | 2.92 | 6.00 | 2.25 | 7.08 | 14.95 | 2.49 | 10.27 | 1.77 | 1.87 | 1.46 | 4.82 | 2.44 | 1.27 | 10.24 | 2.10 | 3.40 | 6.29 | 2.14 |
| Yield(%) | 0.00 | 3.42 | 3.33 | 2.69 | 2.79 | 3.19 | 2.89 | … | … | 1.21 | 3.53 | 3.26 | 3.18 | 2.39 | 2.18 | 2.56 | 3.11 | 3.19 | 3.45 | 3.20 | 3.71 | 4.21 | 3.55 | 3.78 | 4.52 | 4.34 | 1.92 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FOFZX (FRANKLIN OREGON TAX-FREE INCOME FUND ADVISOR CLASS) |
-3.61%
Oct 2020 – Oct 2023 |
-0.61%
Jul 2020 – Jul 2025 |
0.83%
Oct 2012 – Oct 2022 |
2.10%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOFZX (FRANKLIN OREGON TAX-FREE INCOME FUND ADVISOR CLASS) |
7.21%
Aug 2009 – Aug 2012 |
5.04%
Jan 2011 – Jan 2016 |
4.13%
Jan 2011 – Jan 2021 |
2.85%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart