NasdaqGM - Delayed Quote USD

Franklin New York Intermediate (0P0001EHNE)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 5.89%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

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

Risk Statistics

3 Years5 Years10 Years
0P0001EHNECategory Average0P0001EHNECategory Average0P0001EHNECategory Average
Alpha -0.83 -0.01 -0.83 -0.01 -0.84 -0.01
BETA 0.85 0.01 0.88 0.01 0.88 0.01
Mean Annual Return -0.04 0 0.08 0 0.15 0
R-squared 98.47 0.94 96.12 0.94 96.23 0.94
Standard Deviation 6.36 0.04 5.78 0.04 4.54 0.04
Sharpe Ratio -0.55 0.01 -0.2 0 0.06 0.01
Treynor Ratio -4.32 0.03 -1.5 0.01 0.22 0.03

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