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
FRCZX (FRANKLIN CALIFORNIA INTERMEDIATE-TERM TAX-FREE ADVISOR) 1.07% 5.68% 3.46% 0.94% 1.64% 2.78% NA
Data as of 06/04/2026, Common starting date is 11/19/2008
More Performance Analytics Comparison
Name Start Date End Date
FRCZX (FRANKLIN CALIFORNIA INTERMEDIATE-TERM TAX-FREE ADVISOR) 11/19/2008 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 2008
Annualized Return (%) 0.36 5.68 3.46 0.94 1.64 2.78 NA 1.07 4.01 2.04 4.96 -7.17 0.85 3.56 5.52 1.08 4.03 -0.22 2.85 8.40 -1.59 6.46 10.60 2.90 11.82 -3.03
Sharpe Ratio NA 1.37 0.15 -0.53 0.01 NA NA -0.13 0.32 -0.60 0.46 -2.49 0.56 0.53 2.49 -0.20 1.74 -0.18 1.36 4.17 -0.54 2.58 3.75 0.96 3.49 -3.43
Standard Deviation(%) NA 2.23 3.01 2.96 3.11 NA NA 2.57 3.57 2.63 2.86 3.47 1.48 6.21 1.62 1.50 1.95 2.43 2.08 2.01 3.03 2.50 2.82 2.94 3.36 7.05
Draw Down(%) NA 2.51 3.64 11.43 11.43 NA NA 2.51 3.63 1.88 4.21 10.95 1.87 9.75 1.39 1.64 1.68 5.60 2.42 1.46 6.05 2.26 2.14 5.18 2.69 6.27
Yield(%) 0.00 3.28 3.21 2.68 2.59 3.03 2.88 1.15 3.45 3.17 3.02 2.36 2.22 2.43 2.84 2.79 2.82 2.55 2.89 3.22 3.19 3.52 4.08 3.74 3.72 0.58
Data as of 06/04/2026, Common starting date is 11/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRCZX (FRANKLIN CALIFORNIA INTERMEDIATE-TERM TAX-FREE ADVISOR) -2.12%
Oct 2019 – Oct 2022
-0.08%
Oct 2017 – Oct 2022
1.32%
Oct 2012 – Oct 2022
2.42%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRCZX (FRANKLIN CALIFORNIA INTERMEDIATE-TERM TAX-FREE ADVISOR) 8.37%
Dec 2008 – Dec 2011
5.92%
Dec 2008 – Dec 2013
4.55%
Dec 2008 – Dec 2018
3.50%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return