Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIBGX (FIRST INVESTORS GLOBAL FUND CLASS B) | NA | -4.85% | 6.94% | 5.00% | 6.67% | 5.80% | 3.59% | … | … |
Data as of 09/23/2019, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIBGX (FIRST INVESTORS GLOBAL FUND CLASS B) | 06/21/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.85 | 6.94 | 5.00 | 6.67 | 5.80 | 3.59 | … | … | 12.92 | -11.71 | 22.45 | 0.71 | 1.31 | 2.34 | 26.42 | 15.26 | -10.51 | 12.07 | 31.16 | -41.59 | 15.99 | 16.93 | 7.31 | 11.59 | 28.07 | -22.06 | -15.63 | -13.53 | 30.92 | 15.80 | 7.36 | 6.34 |
| Sharpe Ratio | NA | -0.43 | 0.47 | 0.31 | 0.39 | NA | NA | … | … | 1.38 | -0.78 | 2.70 | 0.03 | 0.08 | 0.18 | 2.26 | 1.05 | -0.41 | 0.60 | 1.12 | -1.08 | 0.77 | 1.16 | 0.62 | 1.00 | 1.91 | -1.15 | -1.06 | -1.11 | 2.26 | 0.71 | 0.33 | 1.36 |
| Standard Deviation(%) | NA | 15.48 | 12.55 | 13.98 | 16.05 | NA | NA | … | … | 12.08 | 16.62 | 8.11 | 15.47 | 15.36 | 12.64 | 11.67 | 14.63 | 25.53 | 19.81 | 27.63 | 39.28 | 17.01 | 11.83 | 8.25 | 10.63 | 14.32 | 20.07 | 17.16 | 15.84 | 12.27 | 17.61 | 11.58 | 6.53 |
| Draw Down(%) | NA | 20.38 | 22.87 | 22.87 | 25.04 | NA | NA | … | … | 6.01 | 22.87 | 3.94 | 14.83 | 12.93 | 10.17 | 7.73 | 13.38 | 25.04 | 16.77 | 25.30 | 51.82 | 11.56 | 12.99 | 5.79 | 9.52 | 15.96 | 32.45 | 31.02 | 20.02 | 6.01 | 25.45 | 11.13 | 5.56 |
| Yield(%) | 0.00 | 14.66 | 9.49 | 9.60 | 7.32 | 6.94 | 4.67 | … | … | 0.00 | 15.18 | 11.24 | 0.02 | 6.50 | 20.85 | 1.80 | 0.47 | 0.12 | 0.36 | 0.00 | 0.49 | 16.46 | 12.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 8.95 | 12.31 | 1.28 | 10.51 | 12.94 |
Data as of 09/23/2019, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBGX (FIRST INVESTORS GLOBAL FUND CLASS B) |
-19.88%
Mar 2000 – Mar 2003 |
-6.65%
Mar 1998 – Mar 2003 |
-2.78%
Feb 1999 – Feb 2009 |
1.98%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBGX (FIRST INVESTORS GLOBAL FUND CLASS B) |
20.79%
Feb 2009 – Feb 2012 |
17.78%
Feb 2009 – Feb 2014 |
10.93%
Feb 2009 – Feb 2019 |
8.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart