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FIIGX: FIRST INVESTORS INVESTMENT GRADE FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/28/1991 |
Last Dividend Date: | 07/06/2021 |
12-Mo. Yield | 2.94% |
Expenses | 0.92% |
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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 | Since 04/30/1991 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.4 | 8.2 | 5.3 | 4.5 | 4.8 | 4.8 | 5.6 | -0.4 | 12.0 | 13.4 | -2.4 | 4.6 | 4.4 | -0.8 | 5.5 | -1.0 | 11.0 | 6.0 | 8.7 | 20.9 | -11.6 | 5.2 | 3.7 | 0.9 | 4.3 | 8.9 | 7.7 | 7.5 | 8.8 | -2.9 | 8.6 | 9.1 | 3.0 | 18.7 | -4.6 | 11.0 | 6.7 | 15.1 |
Sharpe Ratio | NA | -0.13 | 1.16 | 0.83 | 0.86 | NA | NA | 0.82 | -0.13 | 1.17 | 2.82 | -1.2 | 1.27 | 1.19 | -0.19 | 1.67 | -0.25 | 2.93 | 1.12 | 1.41 | 3.19 | -1.74 | 0.56 | 0.11 | -0.37 | 0.68 | 1.35 | 1.21 | 0.99 | 1.16 | -1.28 | 1.02 | 1.3 | -0.08 | 2.98 | -1.36 | 2.31 | 1.0 | 4.06 |
Draw Down(%) | NA | 5.1 | 17.8 | 17.8 | 17.8 | NA | NA | 18.4 | 5.1 | 17.8 | 2.7 | 3.9 | 1.7 | 4.0 | 3.6 | 1.7 | 6.4 | 1.9 | 4.0 | 5.2 | 4.0 | 18.4 | 2.4 | 2.5 | 3.0 | 5.6 | 6.0 | 4.4 | 3.8 | 3.0 | 5.1 | 3.5 | 2.7 | 5.2 | 2.3 | 8.1 | 2.4 | 3.5 | 1.2 |
Standard Deviation(%) | NA | 3.4 | 6.6 | 5.5 | 4.8 | NA | NA | 5.0 | 3.4 | 10.0 | 4.2 | 3.1 | 3.1 | 3.5 | 4.5 | 3.3 | 4.3 | 3.8 | 5.3 | 6.1 | 6.5 | 7.2 | 3.8 | 3.5 | 3.5 | 5.0 | 6.1 | 5.5 | 5.3 | 4.1 | 4.8 | 5.2 | 4.3 | 5.6 | 5.0 | 5.6 | 3.9 | 4.3 | 3.6 |
Treynor Ratio | NA | -0.01 | 0.06 | 0.04 | 0.04 | NA | NA | 0.04 | -0.01 | 0.07 | 0.11 | -0.04 | 0.04 | 0.05 | -0.01 | 0.05 | -0.01 | 0.1 | 0.06 | 0.08 | 0.24 | -0.17 | 0.03 | 0.0 | -0.01 | 0.03 | 0.07 | 0.07 | 0.07 | 0.06 | -0.07 | 0.06 | 0.06 | -0.01 | 0.2 | -0.09 | 0.15 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.04 | NA | NA |
Beta | NA | 0.51 | 1.28 | 1.21 | 1.11 | NA | NA | 0.93 | 0.51 | 1.78 | 1.12 | 1.0 | 0.96 | 0.82 | 1.0 | 1.01 | 1.07 | 1.1 | 1.02 | 1.13 | 0.87 | 0.75 | 0.8 | 0.92 | 0.9 | 0.98 | 1.14 | 0.96 | 0.79 | 0.77 | 0.89 | 0.84 | 0.89 | 0.83 | 0.76 | 0.88 | 0.61 | NA | NA |
RSquared | NA | 0.35 | 0.68 | 0.68 | 0.72 | NA | NA | 0.73 | 0.35 | 0.86 | 0.76 | 0.72 | 0.75 | 0.72 | 0.89 | 0.85 | 0.88 | 0.83 | 0.88 | 0.91 | 0.85 | 0.68 | 0.92 | 0.89 | 0.91 | 0.87 | 0.93 | 0.88 | 0.82 | 0.83 | 0.92 | 0.78 | 0.82 | 0.81 | 0.64 | 0.75 | 0.03 | 0.0 | 0.0 |
Yield(%) | N/A | 2.9 | 5.9 | 4.7 | 4.3 | 4.5 | 4.7 | N/A | 2.6 | 6.4 | 7.7 | 3.7 | 3.8 | 3.8 | 3.6 | 3.7 | 3.5 | 3.7 | 4.9 | 4.8 | 6.0 | 5.0 | 5.0 | 5.0 | 4.8 | 5.0 | 6.1 | 5.9 | 6.2 | 6.5 | 5.9 | 6.6 | 6.4 | 6.6 | 6.0 | 5.8 | 6.7 | 7.1 | 7.1 |
Dividend Growth(%) | N/A | -49.4 | 58.2 | 15.8 | -16.2 | -29.6 | N/A | N/A | -58.1 | -11.4 | 94.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -23.4 | 6.8 | -8.3 | 0.0 | 0.0 | 0.0 | 0.0 | -5.9 | -15.0 | 5.3 | -5.0 | -1.6 | 0.0 | -9.0 | 6.3 | -7.4 | 23.6 | -8.3 | -10.4 | -4.3 | 6.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/1991
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