Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIIAX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND ADVISOR CLASS) | NA | 3.81% | 3.96% | 3.08% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIIAX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND ADVISOR CLASS) | 05/06/2013 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.81 | 3.96 | 3.08 | NA | NA | NA | … | … | 0.00 | 4.43 | 7.60 | -0.18 | 4.10 | 0.26 | 3.31 | 11.48 | -6.51 |
| Sharpe Ratio | NA | 0.37 | 0.51 | 0.49 | NA | NA | NA | … | … | 0.00 | 0.43 | 2.93 | -0.84 | 1.65 | 0.03 | 1.54 | 5.17 | -2.03 |
| Standard Deviation(%) | NA | 9.65 | 5.81 | 4.70 | NA | NA | NA | … | … | NA | 9.66 | 2.11 | 1.81 | 2.11 | 2.18 | 2.13 | 2.22 | 4.80 |
| Draw Down(%) | NA | 15.05 | 15.05 | 15.05 | NA | NA | NA | … | … | 0.00 | 15.05 | 1.88 | 2.40 | 1.44 | 4.46 | 2.37 | 1.53 | 9.67 |
| Yield(%) | 0.00 | 3.16 | 3.12 | 3.19 | 2.40 | 1.60 | 1.20 | … | … | 0.00 | 3.17 | 3.09 | 3.17 | 3.67 | 3.37 | 3.30 | 3.45 | 1.73 |
Data as of 01/07/2021, Common starting date is 05/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIIAX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND ADVISOR CLASS) |
1.09%
Oct 2015 – Oct 2018 |
1.81%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIIAX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND ADVISOR CLASS) |
7.18%
Aug 2013 – Aug 2016 |
4.20%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart