Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIIUX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS B) | NA | 5.83% | 1.08% | 1.96% | 3.00% | 3.39% | NA | … | … |
Data as of 09/23/2019, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIIUX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS B) | 12/28/2000 | 09/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.83 | 1.08 | 1.96 | 3.00 | 3.39 | NA | … | … | 4.47 | -1.13 | 3.11 | -0.63 | 2.28 | 10.66 | -5.65 | 8.13 | 11.01 | -0.31 | 13.25 | -1.69 | 1.73 | 4.01 | 2.97 | 4.52 | 4.49 | 11.25 | 3.60 | -2.70 |
| Sharpe Ratio | NA | 2.88 | 0.02 | 0.68 | 0.95 | NA | NA | … | … | 3.42 | -1.46 | 1.22 | -0.40 | 1.11 | 4.97 | -1.37 | 2.70 | 3.23 | -0.10 | 3.44 | -0.28 | -0.48 | 0.31 | 0.31 | 0.92 | 0.88 | 2.64 | 0.38 | NA |
| Standard Deviation(%) | NA | 1.47 | 1.91 | 1.92 | 2.79 | NA | NA | … | … | 1.37 | 1.68 | 2.04 | 2.09 | 2.03 | 2.14 | 4.14 | 3.01 | 3.40 | 3.95 | 3.82 | 9.22 | 2.73 | 2.32 | 2.61 | 3.91 | 4.34 | 3.84 | 3.41 | 0.00 |
| Draw Down(%) | NA | 0.95 | 4.09 | 4.82 | 10.99 | NA | NA | … | … | 0.44 | 3.16 | 1.51 | 4.82 | 2.65 | 1.60 | 10.10 | 2.89 | 3.69 | 7.94 | 3.48 | 14.36 | 3.45 | 1.79 | 2.77 | 5.16 | 7.47 | 4.52 | 4.62 | 2.70 |
| Yield(%) | 0.00 | 1.73 | 2.20 | 2.37 | 2.83 | 3.04 | 3.13 | … | … | 0.99 | 2.20 | 2.84 | 2.54 | 2.54 | 2.71 | 2.35 | 3.04 | 3.29 | 4.73 | 3.34 | 2.83 | 2.66 | 3.61 | 3.52 | 4.32 | 3.52 | 4.62 | 3.37 | 0.16 |
Data as of 09/23/2019, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIIUX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS B) |
0.12%
Oct 2015 – Oct 2018 |
1.09%
Nov 2012 – Nov 2017 |
3.34%
Aug 2009 – Aug 2019 |
3.27%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIIUX (FIRST INVESTORS TAX EXEMPT OPPORTUNITIES FUND CLASS B) |
8.44%
Sep 2008 – Sep 2011 |
7.27%
Feb 2008 – Feb 2013 |
5.26%
Nov 2002 – Nov 2012 |
4.68%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart