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FIFIX: FIRST INVESTORS FUND FOR INCOME CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/28/1996 |
Last Dividend Date: | 06/30/2021 |
12-Mo. Yield | 2.71% |
Expenses | 1.16% |
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Performance Analytics (As of 12/31/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.2 | 8.2 | 5.6 | 5.6 | 5.0 | 5.8 | 5.5 | 3.2 | 7.2 | 14.1 | -2.7 | 6.4 | 10.9 | -2.2 | 0.7 | 6.4 | 13.3 | 5.4 | 15.6 | 35.5 | -27.2 | 0.7 | 10.0 | -0.6 | 10.1 | 27.0 | -2.8 | 1.6 | -6.1 | 2.5 | 3.3 | 13.4 | 9.7 |
Sharpe Ratio | NA | 1.25 | 0.99 | 0.75 | 0.95 | NA | NA | 0.77 | 1.25 | 0.56 | 3.12 | -0.95 | 1.69 | 2.17 | -0.49 | 0.17 | 1.6 | 3.47 | 0.88 | 2.8 | 5.23 | -3.07 | -0.48 | 1.94 | -0.67 | 2.41 | 6.33 | -0.67 | -0.12 | -2.41 | -0.19 | 0.0 | 2.83 | 4.55 |
Draw Down(%) | NA | 1.6 | 21.9 | 21.9 | 21.9 | NA | NA | 34.4 | 1.6 | 21.9 | 1.2 | 5.7 | 2.0 | 3.0 | 7.4 | 6.5 | 5.4 | 2.6 | 8.8 | 4.1 | 6.3 | 32.0 | 5.8 | 2.4 | 6.9 | 2.8 | 2.4 | 13.6 | 10.7 | 8.3 | 4.6 | 8.7 | 2.3 | 0.7 |
Standard Deviation(%) | NA | 2.5 | 7.7 | 6.4 | 5.5 | NA | NA | 5.4 | 2.5 | 12.4 | 4.1 | 4.2 | 3.4 | 4.9 | 4.6 | 4.1 | 4.0 | 3.8 | 6.2 | 5.6 | 6.8 | 9.1 | 4.8 | 3.5 | 4.2 | 3.8 | 4.2 | 5.8 | 6.4 | 4.2 | 3.8 | 4.6 | 3.5 | 3.6 |
Treynor Ratio | NA | 0.08 | 0.07 | 0.05 | 0.05 | NA | NA | 0.05 | 0.08 | 0.06 | 0.15 | -0.05 | 0.07 | 0.13 | -0.02 | 0.01 | 0.07 | 0.15 | 0.05 | 0.2 | 0.4 | -0.33 | -0.02 | 0.07 | -0.03 | 0.12 | 0.35 | -0.05 | -0.01 | -0.13 | -0.01 | 0.0 | 0.19 | 0.23 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.02 | 0.0 | -0.04 | -0.01 | 0.01 | -0.01 | 0.01 | 0.05 | -0.02 | 0.0 | -0.03 | 0.02 | 0.02 | 0.04 | 0.05 |
Beta | NA | 0.38 | 1.05 | 1.03 | 0.98 | NA | NA | 0.89 | 0.38 | 1.11 | 0.85 | 0.88 | 0.8 | 0.82 | 0.95 | 0.96 | 0.89 | 0.87 | 1.02 | 0.76 | 0.89 | 0.86 | 0.94 | 0.92 | 1.02 | 0.8 | 0.76 | 0.86 | 0.57 | 0.81 | 0.64 | 0.79 | 0.52 | 0.73 |
RSquared | NA | 0.15 | 0.82 | 0.78 | 0.72 | NA | NA | 0.6 | 0.15 | 0.91 | 0.5 | 0.57 | 0.44 | 0.7 | 0.66 | 0.64 | 0.52 | 0.5 | 0.77 | 0.37 | 0.66 | 0.71 | 0.63 | 0.47 | 0.52 | 0.45 | 0.38 | 0.48 | 0.43 | 0.51 | 0.15 | 0.28 | 0.14 | 0.24 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.5 | 4.5 | 4.8 | 6.8 | 11.7 | 12.5 | 8.3 | 7.8 | 8.0 | 7.4 | 7.6 | 10.2 | 6.0 | 10.8 | 9.2 | 7.9 | 8.1 | 9.1 | 5.3 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | -29.4 | -39.3 | 16.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -14.3 | 55.6 | -50.0 | 0.0 | 9.1 | -8.3 | -7.7 | 77.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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