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FNYFX: FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Muni New York Intermediate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/30/1984 |
Last Dividend Date: | 11/30/2020 |
12-Mo. Yield | 0.00% |
Expenses | 0.86% |
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Performance Analytics (As of 01/07/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.7 | 4.2 | 3.1 | 4.1 | 3.8 | 3.9 | 4.3 | 0.0 | 4.4 | 8.2 | 0.0 | 3.3 | 0.1 | 2.7 | 9.0 | -3.7 | 6.5 | 10.5 | 0.6 | 11.5 | -1.4 | 2.9 | 3.5 | 2.2 | 2.5 | 5.1 | 10.0 | 3.1 | 12.4 | -4.0 | 5.6 | 7.8 | 3.4 | 14.5 | -5.0 | 8.8 | 8.8 | 11.0 | 5.4 | 9.4 | 9.4 | -1.9 | 17.0 | 18.9 | 4.7 |
Sharpe Ratio | NA | 0.4 | 0.61 | 0.53 | 1.02 | NA | NA | 0.68 | 0.0 | 0.48 | 2.99 | -0.75 | 1.37 | -0.04 | 1.4 | 4.36 | -1.05 | 2.61 | 3.64 | 0.16 | 3.09 | -0.29 | -0.07 | 0.11 | 0.0 | 0.41 | 1.05 | 2.34 | 0.25 | 2.99 | -2.56 | 0.35 | 0.27 | -0.03 | 2.51 | -1.82 | 2.41 | 2.47 | 2.56 | 0.05 | 1.17 | 1.05 | -0.88 | 3.38 | 1.55 | 1.36 |
Draw Down(%) | NA | 12.9 | 12.9 | 12.9 | 12.9 | NA | NA | 13.6 | 0.0 | 12.9 | 1.9 | 2.3 | 1.6 | 4.2 | 2.1 | 1.3 | 8.0 | 2.4 | 2.6 | 6.2 | 3.1 | 12.3 | 2.1 | 1.6 | 2.8 | 5.7 | 6.7 | 4.3 | 4.8 | 3.3 | 6.8 | 4.7 | 10.9 | 5.1 | 2.7 | 9.3 | 2.2 | 2.0 | 1.5 | 3.0 | 2.5 | 3.8 | 13.6 | 2.2 | 2.6 | 1.8 |
Standard Deviation(%) | NA | 8.7 | 5.3 | 4.3 | 3.6 | NA | NA | 4.9 | NA | 8.7 | 2.3 | 1.8 | 2.0 | 2.1 | 1.9 | 2.0 | 3.6 | 2.5 | 2.9 | 3.1 | 3.7 | 8.0 | 2.4 | 2.2 | 2.4 | 3.7 | 4.2 | 3.8 | 3.3 | 2.8 | 2.8 | 6.5 | 15.6 | 4.9 | 4.3 | 4.4 | 2.8 | 2.6 | 2.8 | 3.0 | 3.2 | 4.4 | 6.7 | 3.8 | 8.9 | 6.3 |
Treynor Ratio | NA | 0.03 | 0.03 | 0.02 | 0.03 | NA | NA | 0.04 | NA | 0.03 | 0.06 | -0.01 | 0.03 | 0.0 | 0.03 | 0.08 | -0.03 | 0.06 | 0.09 | 0.0 | 0.1 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | 0.08 | 0.01 | 0.07 | -0.07 | 0.02 | 0.05 | 0.0 | 0.11 | -0.1 | 0.13 | 0.16 | 0.1 | 0.0 | 0.1 | 0.08 | -0.08 | 0.26 | 0.22 | 1.02 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.02 | 0.03 |
Beta | NA | 1.23 | 1.21 | 1.15 | 1.14 | NA | NA | 0.93 | 0.0 | 1.23 | 1.21 | 0.98 | 0.88 | 0.77 | 0.96 | 1.06 | 1.18 | 1.13 | 1.13 | 1.1 | 1.1 | 1.42 | 0.99 | 0.93 | 0.96 | 0.93 | 1.27 | 1.12 | 1.05 | 1.14 | 1.04 | 1.07 | 0.81 | 1.16 | 0.96 | 0.79 | 0.51 | 0.41 | 0.71 | 0.63 | 0.36 | 0.57 | 0.75 | 0.5 | 0.63 | 0.08 |
RSquared | NA | 0.95 | 0.94 | 0.91 | 0.91 | NA | NA | 0.37 | 0.0 | 0.95 | 0.79 | 0.85 | 0.86 | 0.85 | 0.87 | 0.85 | 0.94 | 0.86 | 0.87 | 0.87 | 0.88 | 0.83 | 0.85 | 0.82 | 0.84 | 0.77 | 0.82 | 0.75 | 0.66 | 0.8 | 0.71 | 0.16 | 0.02 | 0.75 | 0.55 | 0.58 | 0.28 | 0.2 | 0.5 | 0.46 | 0.12 | 0.18 | 0.41 | 0.25 | 0.08 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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