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
FMNZX (FRANKLIN MINNESOTA TAX-FREE INCOME FUND ADVISOR CLASS) 1.28% 7.86% 3.86% 0.34% 1.60% 2.48% NA
Data as of 06/11/2026, Common starting date is 07/17/2009
More Performance Analytics Comparison
Name Start Date End Date
FMNZX (FRANKLIN MINNESOTA TAX-FREE INCOME FUND ADVISOR CLASS) 07/17/2009 06/11/2026
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 2010 2009
Annualized Return (%) -0.27 7.86 3.86 0.34 1.60 2.48 NA 1.28 4.49 1.61 5.75 -10.57 0.70 5.24 6.78 0.26 4.04 0.10 2.23 8.27 -3.57 6.72 10.69 1.29 2.98
Sharpe Ratio NA 1.67 0.14 -0.45 0.00 NA NA 0.25 0.28 -0.50 0.44 -2.36 0.40 0.60 2.68 -0.57 1.60 -0.06 1.24 4.23 -1.14 2.73 3.46 0.37 2.73
Standard Deviation(%) NA 3.18 4.83 4.58 4.38 NA NA 3.67 5.68 4.00 4.86 5.10 1.70 8.36 1.98 1.99 2.12 2.05 1.77 1.95 3.17 2.46 3.09 3.26 2.39
Draw Down(%) NA 3.49 7.45 16.41 16.41 NA NA 3.49 6.05 2.84 8.48 16.02 2.24 11.38 1.58 2.57 1.37 4.42 2.01 1.21 7.73 2.04 2.79 6.28 2.02
Yield(%) 0.00 3.41 3.22 2.57 2.59 2.94 2.62 1.36 3.28 3.15 2.98 2.29 2.00 2.30 2.90 2.73 3.01 2.84 3.21 3.48 3.17 3.54 3.63 3.91 1.89
Data as of 06/11/2026, Common starting date is 07/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FMNZX (FRANKLIN MINNESOTA TAX-FREE INCOME FUND ADVISOR CLASS) -4.36%
Oct 2020 – Oct 2023
-0.74%
Oct 2017 – Oct 2022
0.69%
Oct 2012 – Oct 2022
2.07%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FMNZX (FRANKLIN MINNESOTA TAX-FREE INCOME FUND ADVISOR CLASS) 6.61%
Nov 2009 – Nov 2012
5.04%
Jan 2011 – Jan 2016
4.07%
Jan 2011 – Jan 2021
2.79%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return