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
FTFZX (FRANKLIN FEDERAL LIMITED-TERM TAX-FREE INCOME FUND ADVISOR CLASS) 0.86% 4.03% 3.91% 1.84% 1.76% NA NA
Data as of 06/04/2026, Common starting date is 09/16/2011
More Performance Analytics Comparison
Name Start Date End Date
FTFZX (FRANKLIN FEDERAL LIMITED-TERM TAX-FREE INCOME FUND ADVISOR CLASS) 09/16/2011 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
Annualized Return (%) 0.19 4.03 3.91 1.84 1.76 NA NA 0.86 4.29 3.50 4.35 -3.54 0.05 2.91 3.70 1.63 0.43 0.15 0.66 1.24 0.53 2.01 0.68
Sharpe Ratio NA 1.22 0.46 -0.40 0.06 NA NA -0.43 0.70 -0.07 0.39 -2.59 0.03 0.67 1.98 0.26 -0.31 -0.10 0.87 1.53 0.59 2.20 1.80
Standard Deviation(%) NA 1.34 1.79 1.75 1.85 NA NA 1.48 2.02 1.68 1.80 1.93 0.91 3.96 1.13 0.94 0.72 0.66 0.73 0.80 0.85 0.90 1.31
Draw Down(%) NA 1.33 1.74 6.24 6.28 NA NA 1.33 1.74 0.97 1.62 5.89 1.12 6.11 0.95 0.69 0.83 0.82 0.61 0.48 1.19 0.57 0.88
Yield(%) 0.00 2.72 2.81 2.15 1.74 1.59 1.19 0.95 2.96 2.86 2.49 1.29 0.98 1.36 1.83 1.42 0.92 0.92 1.04 1.14 1.48 1.91 0.67
Data as of 06/04/2026, Common starting date is 09/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTFZX (FRANKLIN FEDERAL LIMITED-TERM TAX-FREE INCOME FUND ADVISOR CLASS) -0.87%
Oct 2019 – Oct 2022
0.38%
Oct 2017 – Oct 2022
0.54%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTFZX (FRANKLIN FEDERAL LIMITED-TERM TAX-FREE INCOME FUND ADVISOR CLASS) 4.65%
Oct 2022 – Oct 2025
2.07%
Feb 2021 – Feb 2026
1.80%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return