NasdaqGM - Delayed Quote USD

Franklin New York Intermediate (0P0001EHNE)

10.72 -0.01 (-0.09%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.80%
5y Average Return 0.79%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 5.89%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 5.89%
Worst 3Y Total Return -1.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001EHNE
Category
YTD
-0.27%
1.51%
1-Month
-0.08%
0.34%
3-Month
-0.27%
1.66%
1-Year
2.53%
4.51%
3-Year
-0.70%
4.07%
5-Year
0.84%
2.33%
10-Year
1.67%
3.23%
Last Bull Market
3.85%
4.48%
Last Bear Market
-2.55%
4.86%

Annual Total Return (%) History

Year
0P0001EHNE
Category
2024
--
--
2023
5.10%
--
2022
-7.97%
--
2021
0.69%
--
2020
3.74%
3.48%
2019
5.89%
6.32%
2018
--
0.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.27% -- -- --
2023 2.23% -0.22% -3.11% 6.34%
2022 -6.16% -2.55% -3.01% 3.75%
2021 -0.80% 1.66% -0.59% 0.44%
2020 0.02% 0.73% 0.63% 2.33%
2019 2.34% 1.95% 1.19% 0.30%
2018 1.53% -- -- --

Rank in Category (By Total Return)

YTD 64
1-Month 56
3-Month 64
1-Year 66
3-Year 69
5-Year 81

Load Adjusted Returns

1-Year 0.23%
3-Year -1.45%
5-Year 0.38%
10-Year 1.44%

Performance & Risk

YTD Return -0.80%
5y Average Return 0.79%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Muni New York Intermediate
Fund Family Franklin Templeton Investments
Net Assets 555.8M
YTD Return -0.27%
Yield 2.19%
Morningstar Rating
Inception Date Aug 01, 2017

Fund Summary

Under normal market conditions, the fund invests at least 80% of its total assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax, and from New York State personal income taxes. Although the fund tries to invest all of its assets in tax-free securities, it is possible that up to 20% of the fund's total assets may be invested in securities that pay interest subject to federal or state income taxes.

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