Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGIQX (FIRST INVESTORS GROWTH & INCOME FUND INSTITUTIONAL CLASS) | 18.71% | 45.38% | 27.08% | 16.59% | 13.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGIQX (FIRST INVESTORS GROWTH & INCOME FUND INSTITUTIONAL CLASS) | 04/04/2013 | 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 (%) | 1.75 | 45.38 | 27.08 | 16.59 | 13.81 | NA | NA | … | … | 18.71 | 29.72 | 15.50 | 12.32 | 3.32 | 21.78 | 0.28 | 26.09 | -9.93 | 18.55 | 9.89 | -3.13 | 7.67 | 24.23 |
| Sharpe Ratio | NA | 3.66 | 1.76 | 0.94 | 0.71 | NA | NA | … | … | 3.66 | 1.68 | 1.01 | 0.63 | 0.10 | 1.63 | 0.00 | 2.15 | -0.73 | 2.41 | 0.70 | -0.20 | 0.61 | 2.82 |
| Standard Deviation(%) | NA | 11.31 | 13.43 | 14.87 | 17.08 | NA | NA | … | … | 12.01 | 16.03 | 11.72 | 13.91 | 19.03 | 13.34 | 34.83 | 11.45 | 15.46 | 7.46 | 13.90 | 15.59 | 12.57 | 11.98 |
| Draw Down(%) | NA | 7.28 | 13.21 | 16.12 | 37.30 | NA | NA | … | … | 7.28 | 13.21 | 7.43 | 11.54 | 16.12 | 6.27 | 37.30 | 5.73 | 20.16 | 3.84 | 11.95 | 15.72 | 9.98 | 5.19 |
| Yield(%) | 0.00 | 11.49 | 11.84 | 9.76 | 10.81 | 9.42 | 7.06 | … | … | 0.55 | 12.04 | 12.97 | 7.87 | 6.91 | 13.33 | 6.25 | 42.74 | 18.31 | 6.11 | 5.50 | 5.43 | 5.97 | 4.97 |
Data as of 06/04/2026, Common starting date is 04/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGIQX (FIRST INVESTORS GROWTH & INCOME FUND INSTITUTIONAL CLASS) |
-1.74%
Mar 2017 – Mar 2020 |
0.52%
Mar 2015 – Mar 2020 |
7.45%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGIQX (FIRST INVESTORS GROWTH & INCOME FUND INSTITUTIONAL CLASS) |
27.46%
May 2023 – May 2026 |
18.48%
Mar 2020 – Mar 2025 |
13.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart