Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORIX (FRANKLIN OREGON TAX-FREE INCOME FUND CLASS C) | 1.28% | 7.16% | 2.98% | -0.24% | 1.03% | 1.88% | 2.35% | … | … |
Data as of 06/03/2026, Common starting date is 05/22/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORIX (FRANKLIN OREGON TAX-FREE INCOME FUND CLASS C) | 05/22/1995 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 7.16 | 2.98 | -0.24 | 1.03 | 1.88 | 2.35 | … | … | 1.28 | 2.83 | 1.48 | 4.96 | -11.19 | 0.78 | 4.34 | 5.70 | 0.16 | 3.21 | 0.41 | 1.81 | 9.15 | -6.78 | 6.27 | 10.47 | 0.32 | 13.72 | -4.66 | 2.39 | 4.03 | 3.70 | 4.74 | 4.98 | 7.83 | 3.55 | 10.38 | -4.35 | 4.80 | 7.76 | 3.73 | 6.03 |
| Sharpe Ratio | NA | 1.28 | 0.02 | -0.66 | -0.15 | NA | NA | … | … | 0.06 | -0.01 | -0.67 | 0.31 | -2.77 | 0.42 | 0.55 | 2.11 | -0.74 | 1.20 | 0.09 | 0.93 | 4.55 | -1.84 | 2.56 | 3.29 | 0.07 | 3.80 | -0.74 | -0.33 | 0.30 | 0.57 | 1.09 | 1.29 | 2.22 | 0.42 | 2.28 | -2.80 | 0.59 | 1.82 | 0.02 | 1.81 |
| Standard Deviation(%) | NA | 3.09 | 4.49 | 4.22 | 4.01 | NA | NA | … | … | 3.34 | 5.83 | 3.21 | 4.21 | 4.57 | 1.77 | 7.42 | 2.00 | 1.65 | 2.14 | 2.24 | 1.91 | 2.01 | 3.71 | 2.45 | 3.17 | 3.10 | 3.59 | 7.60 | 2.32 | 2.10 | 2.52 | 3.45 | 3.29 | 3.01 | 2.64 | 2.70 | 2.75 | 2.25 | 2.24 | 3.92 | 3.42 |
| Draw Down(%) | NA | 2.88 | 6.56 | 15.96 | 15.96 | NA | NA | … | … | 2.88 | 6.06 | 2.31 | 7.47 | 15.40 | 2.54 | 10.21 | 1.83 | 2.00 | 1.50 | 4.84 | 2.66 | 1.39 | 10.39 | 2.15 | 3.45 | 6.32 | 2.17 | 12.76 | 2.09 | 1.34 | 1.85 | 5.21 | 5.00 | 3.06 | 3.57 | 3.21 | 5.97 | 1.70 | 1.51 | 3.26 | 1.97 |
| Yield(%) | 0.00 | 2.77 | 2.64 | 2.08 | 2.17 | 2.55 | 2.81 | … | … | 0.99 | 2.82 | 2.57 | 2.47 | 1.77 | 1.51 | 1.85 | 2.43 | 2.51 | 2.75 | 2.79 | 3.01 | 3.48 | 2.90 | 3.06 | 3.80 | 3.33 | 4.04 | 3.55 | 3.50 | 3.53 | 3.73 | 3.97 | 3.95 | 4.34 | 4.37 | 4.80 | 4.34 | 4.61 | 4.81 | 4.79 | 3.12 |
Data as of 06/03/2026, Common starting date is 05/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORIX (FRANKLIN OREGON TAX-FREE INCOME FUND CLASS C) |
-4.28%
Oct 2020 – Oct 2023 |
-1.30%
Jul 2020 – Jul 2025 |
0.18%
Oct 2012 – Oct 2022 |
1.43%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORIX (FRANKLIN OREGON TAX-FREE INCOME FUND CLASS C) |
8.11%
May 2000 – May 2003 |
6.68%
Jan 2000 – Jan 2005 |
5.20%
Jun 1995 – Jun 2005 |
4.72%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison Chart