Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHEKX (First Investors Hedged U.S. Equity Oppor) | NA | -49,760.75% | nan% | nan% | NA | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 08/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHEKX (First Investors Hedged U.S. Equity Oppor) | 08/04/2016 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -49,760.75 | nan | nan | NA | NA | NA | … | … | -45,039.09 | 14.76 | -13.54 | 9.96 | 16.53 | 22.22 | -2.95 | 12.65 | 0.02 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.05 | -0.66 | 1.03 | 0.71 | 2.53 | -0.41 | 2.28 | -0.03 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.11 | 22.52 | 9.68 | 22.72 | 8.21 | 10.38 | 5.30 | 6.84 |
| Draw Down(%) | NA | 42,256.92 | 42,256.92 | 42,256.92 | NA | NA | NA | … | … | 42,256.92 | 8.19 | 18.90 | 5.28 | 25.30 | 3.82 | 13.25 | 2.19 | 3.90 |
| Yield(%) | 0.00 | 116.24 | 36.06 | 27.11 | 16.34 | 10.89 | 8.17 | … | … | 105.54 | 0.00 | 7.30 | 10.97 | 26.12 | 18.41 | 1.85 | 0.00 | 0.02 |
Data as of 05/29/2024, Common starting date is 08/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHEKX (First Investors Hedged U.S. Equity Oppor) |
2.84%
Nov 2020 – Nov 2023 |
5.09%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHEKX (First Investors Hedged U.S. Equity Oppor) |
16.13%
Dec 2018 – Dec 2021 |
11.59%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart