Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGIBX (FIRST INVESTORS GROWTH & INCOME FUND CLASS B) | NA | -3.40% | 6.57% | 4.36% | 9.58% | 6.14% | 3.22% | … | … |
Data as of 09/23/2019, Common starting date is 03/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGIBX (FIRST INVESTORS GROWTH & INCOME 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 | -3.40 | 6.57 | 4.36 | 9.58 | 6.14 | 3.22 | … | … | 12.86 | -11.14 | 16.76 | 8.93 | -4.25 | 3.43 | 39.87 | 15.94 | 0.16 | 14.96 | 26.46 | -37.06 | 0.07 | 11.58 | 5.93 | 9.91 | 28.78 | -23.28 | -16.14 | -12.92 | 10.24 | 22.54 | 23.43 | 16.65 | 20.85 |
| Sharpe Ratio | NA | -0.43 | 0.50 | 0.28 | 0.60 | NA | NA | … | … | 1.91 | -0.81 | 2.18 | 0.63 | -0.27 | 0.26 | 3.30 | 1.17 | 0.01 | 0.79 | 1.04 | -0.99 | -0.18 | 0.73 | 0.35 | 0.77 | 1.74 | -1.11 | -1.05 | -0.70 | 0.34 | 1.08 | 1.26 | 1.24 | 3.66 |
| Standard Deviation(%) | NA | 12.59 | 11.15 | 13.06 | 15.34 | NA | NA | … | … | 8.67 | 15.40 | 7.43 | 13.90 | 15.57 | 13.12 | 12.08 | 13.73 | 25.27 | 18.85 | 25.43 | 38.28 | 16.18 | 11.39 | 10.70 | 11.57 | 16.16 | 22.01 | 17.89 | 24.33 | 20.58 | 17.82 | 15.79 | 10.49 | 6.82 |
| Draw Down(%) | NA | 19.39 | 21.00 | 21.00 | 22.31 | NA | NA | … | … | 5.65 | 21.00 | 3.89 | 12.06 | 16.11 | 10.17 | 5.27 | 11.18 | 22.31 | 17.70 | 25.49 | 47.69 | 11.96 | 10.43 | 7.08 | 10.44 | 13.43 | 32.04 | 28.07 | 24.81 | 14.33 | 19.61 | 9.10 | 7.78 | 3.20 |
| Yield(%) | 0.00 | 17.85 | 10.00 | 7.48 | 8.02 | 5.23 | 3.03 | … | … | 0.12 | 18.42 | 4.98 | 4.76 | 4.87 | 5.33 | 4.28 | 0.81 | 0.37 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 2.98 |
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 |
|---|---|---|---|---|
| FGIBX (FIRST INVESTORS GROWTH & INCOME FUND CLASS B) |
-20.41%
Mar 2000 – Mar 2003 |
-8.34%
Mar 1998 – Mar 2003 |
-5.95%
Feb 1999 – Feb 2009 |
1.63%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGIBX (FIRST INVESTORS GROWTH & INCOME FUND CLASS B) |
24.60%
Apr 1995 – Apr 1998 |
22.25%
Feb 2009 – Feb 2014 |
13.25%
Feb 2009 – Feb 2019 |
8.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart