Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGIPX (FIRST INVESTORS GROWTH & INCOME FUND ADVISOR CLASS) | 18.70% | 45.32% | 26.99% | 16.50% | 13.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGIPX (FIRST INVESTORS GROWTH & INCOME FUND ADVISOR CLASS) | 04/05/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 45.32 | 26.99 | 16.50 | 13.73 | NA | NA | … | … | 18.70 | 29.58 | 15.43 | 12.18 | 3.28 | 21.73 | 0.14 | 25.96 | -9.95 | 18.52 | 9.84 | -3.11 | 4.56 | 28.08 |
| Sharpe Ratio | NA | 3.64 | 1.76 | 0.94 | 0.70 | NA | NA | … | … | 3.64 | 1.67 | 1.01 | 0.62 | 0.10 | 1.64 | 0.00 | 2.14 | -0.73 | 2.42 | 0.69 | -0.20 | 0.35 | 3.16 |
| Standard Deviation(%) | NA | 11.34 | 13.44 | 14.87 | 17.08 | NA | NA | … | … | 12.05 | 16.05 | 11.68 | 13.94 | 19.03 | 13.27 | 34.81 | 11.44 | 15.49 | 7.40 | 13.93 | 15.58 | 13.14 | 12.53 |
| Draw Down(%) | NA | 7.26 | 13.27 | 16.19 | 37.32 | NA | NA | … | … | 7.26 | 13.27 | 7.47 | 11.57 | 16.19 | 6.24 | 37.32 | 5.76 | 20.23 | 3.83 | 11.91 | 15.76 | 10.14 | 5.19 |
| Yield(%) | 0.00 | 12.47 | 12.22 | 9.96 | 10.88 | 9.50 | 7.12 | … | … | 0.57 | 13.05 | 12.94 | 7.86 | 7.03 | 13.39 | 6.56 | 43.03 | 18.20 | 6.21 | 5.37 | 5.38 | 5.89 | 4.55 |
Data as of 06/04/2026, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGIPX (FIRST INVESTORS GROWTH & INCOME FUND ADVISOR CLASS) |
-1.80%
Mar 2017 – Mar 2020 |
0.48%
Mar 2015 – Mar 2020 |
7.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGIPX (FIRST INVESTORS GROWTH & INCOME FUND ADVISOR CLASS) |
27.34%
May 2023 – May 2026 |
18.36%
Mar 2020 – Mar 2025 |
13.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart