Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/21/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FTOIX (FRANKLIN OHIO TAX-FREE INCOME FUND CLASS A) | -3.23% | -1.04% | 1.48% | -0.75% | 1.46% | 2.33% | 2.73% | 5.03% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FTOIX (FRANKLIN OHIO TAX-FREE INCOME FUND CLASS A) | 09/13/1985 | 05/21/2025 |
The return data shown below all have the same latest date: 05/21/2025.
AR inception is since 09/13/1985.
AR inception is since 09/13/1985.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.27 | -1.04 | 1.48 | -0.75 | 1.46 | 2.33 | 2.73 | 5.03 | -3.23 | 1.92 | 5.70 | -11.09 | 0.96 | 5.00 | 6.80 | 0.67 | 4.66 | 0.94 | 3.35 | 10.27 | -4.42 | 7.45 | 10.79 | -0.56 | 10.36 | -1.61 | 3.37 | 4.80 | 3.89 | 4.13 | 4.96 | 8.04 | 4.75 | 11.44 | -3.06 | 5.94 | 8.20 | 4.43 | 14.37 | -4.48 | 12.48 | 8.81 | 10.96 | 6.64 | 9.26 | 13.73 | -3.60 | 17.37 | 8.32 |
Sharpe Ratio | NA | -1.30 | -0.54 | -0.78 | -0.06 | NA | NA | 0.73 | -1.29 | -1.42 | 0.33 | -2.55 | 0.49 | 0.70 | 2.75 | -0.35 | 1.85 | 0.33 | 1.54 | 4.44 | -1.14 | 2.97 | 3.11 | -0.18 | 2.85 | -0.30 | 0.15 | 0.69 | 0.68 | 0.93 | 1.28 | 2.64 | 0.98 | 2.98 | -2.47 | 1.10 | 1.46 | 0.20 | 2.93 | -1.47 | 3.84 | 2.23 | 4.18 | 0.52 | 1.82 | 2.73 | -1.09 | 3.38 | 7.15 |
Standard Deviation(%) | NA | 5.58 | 4.93 | 4.08 | 3.83 | NA | NA | 3.68 | 7.96 | 3.29 | 4.39 | 4.90 | 1.93 | 6.74 | 1.96 | 1.88 | 2.19 | 2.23 | 2.16 | 2.31 | 3.89 | 2.51 | 3.46 | 3.57 | 3.60 | 8.32 | 2.54 | 2.24 | 2.53 | 3.45 | 3.35 | 2.62 | 2.51 | 2.47 | 2.55 | 2.38 | 3.19 | 4.70 | 3.60 | 5.07 | 2.70 | 2.85 | 1.72 | 2.65 | 1.95 | 3.31 | 7.01 | 3.89 | 3.69 |
Draw Down(%) | NA | 7.12 | 8.76 | 16.40 | 16.40 | NA | NA | 16.40 | 5.99 | 2.49 | 7.20 | 15.98 | 2.72 | 9.49 | 1.54 | 2.16 | 1.56 | 4.59 | 2.35 | 1.39 | 9.26 | 1.87 | 3.69 | 6.98 | 2.73 | 13.22 | 2.10 | 1.26 | 1.79 | 5.37 | 5.24 | 2.63 | 2.72 | 2.81 | 4.97 | 1.49 | 2.41 | 4.11 | 2.02 | 9.01 | 2.28 | 3.43 | 0.88 | 2.44 | 1.42 | 2.46 | 15.46 | 4.56 | 1.20 |
Yield(%) | 0.00 | 1.90 | 2.62 | 2.28 | 2.73 | 3.12 | 3.31 | 5.57 | 0.00 | 2.92 | 3.07 | 2.36 | 2.08 | 2.61 | 3.03 | 2.98 | 3.08 | 3.25 | 3.51 | 4.02 | 3.41 | 3.81 | 4.26 | 3.95 | 4.36 | 4.07 | 4.07 | 4.21 | 4.31 | 4.11 | 4.47 | 4.58 | 5.00 | 5.30 | 4.97 | 5.23 | 5.92 | 5.39 | 5.99 | 5.48 | 5.90 | 6.21 | 6.83 | 6.73 | 6.71 | 7.01 | 6.44 | 7.98 | 2.72 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTOIX (FRANKLIN OHIO TAX-FREE INCOME FUND CLASS A) |
-4.13%
Oct 2020 - Oct 2023 |
-0.63%
Oct 2017 - Oct 2022 |
1.08%
Oct 2012 - Oct 2022 |
2.40%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTOIX (FRANKLIN OHIO TAX-FREE INCOME FUND CLASS A) |
11.44%
Sep 1990 - Sep 1993 |
10.63%
Sep 1987 - Sep 1992 |
8.67%
Oct 1985 - Oct 1995 |
7.69%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart