Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBTRX (FIRST INVESTORS TOTAL RETURN FUND CLASS B) | NA | 0.00% | 4.07% | 3.02% | 6.61% | 4.53% | 2.87% | … | … |
Data as of 09/23/2019, Common starting date is 03/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBTRX (FIRST INVESTORS TOTAL RETURN FUND CLASS B) | 03/31/1995 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 4.07 | 3.02 | 6.61 | 4.53 | 2.87 | … | … | 10.41 | -8.52 | 10.66 | 5.67 | -2.74 | 2.59 | 21.79 | 12.12 | 2.10 | 11.98 | 18.37 | -23.57 | -0.67 | 7.61 | 3.11 | 6.04 | 18.40 | -14.13 | -12.40 | -7.06 | 9.42 | 6.01 | 8.66 | 1.05 | 19.28 |
| Sharpe Ratio | NA | -0.23 | 0.45 | 0.31 | 0.70 | NA | NA | … | … | 2.42 | -1.05 | 2.40 | 0.67 | -0.31 | 0.34 | 2.88 | 1.55 | 0.15 | 1.11 | 1.35 | -1.25 | -0.39 | 0.58 | 0.13 | 0.68 | 1.76 | -1.14 | -1.23 | -0.67 | 0.52 | 0.19 | 0.38 | -0.21 | 4.08 |
| Standard Deviation(%) | NA | 7.87 | 6.75 | 7.69 | 8.88 | NA | NA | … | … | 5.40 | 9.42 | 4.20 | 8.09 | 8.94 | 7.62 | 7.56 | 7.86 | 14.12 | 10.72 | 13.54 | 19.47 | 9.47 | 7.44 | 7.13 | 7.46 | 10.08 | 13.35 | 12.19 | 16.64 | 11.96 | 13.87 | 13.41 | 11.84 | 5.57 |
| Draw Down(%) | NA | 12.83 | 14.79 | 14.79 | 14.79 | NA | NA | … | … | 3.06 | 14.79 | 2.26 | 7.03 | 9.90 | 6.03 | 4.81 | 6.65 | 12.97 | 9.80 | 14.81 | 30.62 | 7.69 | 6.69 | 5.00 | 7.74 | 7.94 | 20.46 | 18.83 | 16.16 | 7.32 | 12.32 | 10.46 | 9.28 | 1.92 |
| Yield(%) | 0.00 | 8.35 | 4.73 | 4.06 | 4.21 | 2.88 | 1.98 | … | … | 0.23 | 8.51 | 2.82 | 2.54 | 2.61 | 4.35 | 3.55 | 3.07 | 1.27 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 0.93 | 1.54 | 1.53 | 2.64 | 6.63 |
Data as of 09/23/2019, Common starting date is 03/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBTRX (FIRST INVESTORS TOTAL RETURN FUND CLASS B) |
-13.62%
Mar 2000 – Mar 2003 |
-6.29%
Sep 1997 – Sep 2002 |
-2.98%
Feb 1999 – Feb 2009 |
0.79%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBTRX (FIRST INVESTORS TOTAL RETURN FUND CLASS B) |
17.08%
Feb 2009 – Feb 2012 |
14.82%
Feb 2009 – Feb 2014 |
8.74%
Feb 2009 – Feb 2019 |
5.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart