Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIITX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS A) | NA | 3.83% | 4.08% | 3.06% | 4.58% | 4.35% | 4.79% | … | … |
Data as of 01/07/2021, Common starting date is 01/31/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIITX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS A) | 01/31/1992 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.83 | 4.08 | 3.06 | 4.58 | 4.35 | 4.79 | … | … | 0.00 | 4.51 | 8.14 | -0.43 | 3.90 | 0.07 | 3.11 | 11.47 | -4.95 | 8.94 | 11.77 | 0.37 | 14.03 | -0.96 | 2.52 | 4.82 | 3.77 | 5.48 | 5.64 | 12.02 | 5.43 | 13.51 | -1.93 | 7.39 | 10.30 | 4.02 | 18.82 | -4.46 | 13.13 | 9.51 |
| Sharpe Ratio | NA | 0.37 | 0.53 | 0.49 | 1.05 | NA | NA | … | … | 0.00 | 0.44 | 3.10 | -0.98 | 1.56 | -0.06 | 1.48 | 5.18 | -1.18 | 2.91 | 3.37 | 0.07 | 3.62 | -0.20 | -0.17 | 0.64 | 0.58 | 1.15 | 1.12 | 2.90 | 0.98 | 3.55 | -1.85 | 1.18 | 1.89 | 0.09 | 2.75 | -1.26 | 2.47 | 1.67 |
| Standard Deviation(%) | NA | 9.65 | 5.81 | 4.70 | 3.99 | NA | NA | … | … | NA | 9.65 | 2.18 | 1.79 | 2.11 | 2.13 | 2.09 | 2.21 | 4.23 | 3.07 | 3.48 | 4.00 | 3.85 | 9.28 | 2.79 | 2.45 | 2.73 | 3.94 | 4.42 | 3.76 | 3.22 | 2.65 | 2.79 | 3.46 | 3.58 | 5.79 | 5.44 | 5.88 | 4.45 | 4.79 |
| Draw Down(%) | NA | 15.02 | 15.02 | 15.02 | 15.02 | NA | NA | … | … | 0.00 | 15.02 | 1.83 | 2.59 | 1.45 | 4.58 | 2.44 | 1.54 | 9.87 | 2.88 | 3.75 | 7.83 | 3.42 | 14.37 | 3.20 | 1.60 | 2.71 | 4.76 | 7.08 | 4.52 | 4.56 | 2.47 | 5.36 | 2.49 | 2.78 | 5.99 | 3.58 | 10.24 | 3.77 | 4.57 |
| Yield(%) | 0.00 | 3.24 | 3.24 | 3.21 | 3.68 | 3.80 | 4.28 | … | … | 0.00 | 3.26 | 3.60 | 2.92 | 3.60 | 3.23 | 3.23 | 3.38 | 2.97 | 3.70 | 4.01 | 5.35 | 4.07 | 3.54 | 3.43 | 4.39 | 4.29 | 5.29 | 4.63 | 5.28 | 5.13 | 8.10 | 4.66 | 6.17 | 5.76 | 5.42 | 6.35 | 4.60 | 5.60 | 5.81 |
Data as of 01/07/2021, Common starting date is 01/31/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIITX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS A) |
0.89%
Oct 2015 – Oct 2018 |
1.68%
Apr 2015 – Apr 2020 |
3.33%
Apr 2010 – Apr 2020 |
3.81%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIITX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS A) |
11.46%
May 2000 – May 2003 |
8.70%
Jan 2000 – Jan 2005 |
8.11%
Nov 1994 – Nov 2004 |
7.08%
Feb 1992 – Feb 2007 |
Annualized Rolling Returns Comparison Chart