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Nasdaq - Delayed Quote USD

Franklin NY Intermediate T/F Income Adv (FNYZX)

10.61
+0.03
+(0.28%)
At close: 8:00:53 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.71%
5y Average Return 1.05%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 11.09%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 11.09%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FNYZX
Category
YTD
0.00%
1.51%
1-Month
-1.35%
0.34%
3-Month
0.00%
1.66%
1-Year
1.25%
4.51%
3-Year
1.51%
4.07%
5-Year
0.60%
2.33%
10-Year
1.48%
3.23%
Last Bull Market
3.27%
4.48%
Last Bear Market
-2.57%
4.86%

Annual Total Return (%) History

Year
FNYZX
Category
2025
--
--
2024
1.04%
--
2023
5.45%
--
2022
-7.72%
--
2021
0.86%
--
2020
3.99%
3.48%
2019
6.24%
6.32%
2018
0.37%
0.57%

2017
3.60%
3.94%
2016
-0.16%
-0.25%
2015
2.88%
2.78%
2014
7.13%
6.25%
2013
-2.53%
-2.31%
2012
5.00%
4.55%
2011
11.09%
8.58%
2010
2.89%
1.68%
2009
9.62%
10.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.00% -- -- --
2024 -0.20% -0.27% 2.54% -0.99%
2023 2.38% -0.15% -3.04% 6.38%
2022 -6.00% -2.57% -2.94% 3.80%
2021 -0.73% 1.71% -0.53% 0.42%
2020 0.08% 0.79% 0.69% 2.38%
2019 2.39% 2.10% 1.25% 0.37%
2018 -1.16% 0.51% -0.46% 1.50%
2017 1.19% 1.46% 0.84% 0.06%
2016 1.60% 2.09% -0.37% -3.39%

2015 1.03% -0.66% 1.55% 0.94%
2014 2.27% 2.32% 1.41% 0.96%
2013 0.11% -3.04% 0.45% -0.04%
2012 0.17% 1.95% 2.27% 0.53%
2011 0.29% 3.52% 3.97% 2.91%
2010 1.06% 2.49% 3.55% -4.06%
2009 3.44% 1.09% 6.27% -1.35%

Rank in Category (By Total Return)

YTD 27
1-Month 34
3-Month 27
1-Year 36
3-Year 45
5-Year 73

Load Adjusted Returns

1-Year 1.25%
3-Year 1.51%
5-Year 0.60%
10-Year 1.48%

Performance & Risk

YTD Return -0.71%
5y Average Return 1.05%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Muni New York Intermediate
Fund Family Franklin Templeton Investments
Net Assets 516.83M
YTD Return 0.00%
Yield 2.66%
Morningstar Rating
Inception Date Sep 10, 2018

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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