Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBILX (FIRST INVESTORS BALANCED INCOME FUND INSTITUTIONAL CLASS) | NA | 2.62% | 4.89% | NA | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBILX (FIRST INVESTORS BALANCED INCOME FUND INSTITUTIONAL CLASS) | 10/02/2015 | 04/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.62 | 4.89 | NA | NA | NA | NA | … | … | 0.00 | 1.32 | 10.52 | 7.10 | 1.20 |
| Sharpe Ratio | NA | 0.47 | 1.04 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 3.23 | 1.39 | 0.91 |
| Standard Deviation(%) | NA | 2.38 | 3.92 | NA | NA | NA | NA | … | … | NA | 4.64 | 3.07 | 4.93 | 5.38 |
| Draw Down(%) | NA | 2.05 | 4.91 | NA | NA | NA | NA | … | … | 0.00 | 4.91 | 1.36 | 3.02 | 2.18 |
| Yield(%) | 0.00 | 1.22 | 3.13 | 2.12 | 1.06 | 0.71 | 0.53 | … | … | 0.00 | 2.88 | 4.44 | 2.33 | 0.31 |
Data as of 04/16/2019, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBILX (FIRST INVESTORS BALANCED INCOME FUND INSTITUTIONAL CLASS) |
5.12%
Mar 2016 – Mar 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBILX (FIRST INVESTORS BALANCED INCOME FUND INSTITUTIONAL CLASS) |
6.61%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart