Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICAX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND CLASS A) | NA | 1.79% | 3.59% | 2.75% | 4.41% | 4.01% | 4.22% | … | … |
Data as of 01/07/2021, Common starting date is 04/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICAX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND CLASS A) | 04/29/1987 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.79 | 3.59 | 2.75 | 4.41 | 4.01 | 4.22 | … | … | 0.00 | 2.41 | 8.25 | 0.25 | 3.86 | -0.12 | 3.48 | 10.64 | -2.88 | 8.57 | 10.35 | 0.17 | 13.62 | -3.42 | 2.58 | 4.16 | 2.62 | 4.46 | 4.79 | 10.43 | 3.78 | 13.56 | -3.24 | 6.31 | 9.66 | 4.33 | 16.38 | -6.10 | 11.01 | 9.43 | 11.26 | 6.75 | 10.31 | 12.93 | 2.75 |
| Sharpe Ratio | NA | 0.18 | 0.48 | 0.45 | 1.08 | NA | NA | … | … | 0.00 | 0.24 | 3.09 | -0.61 | 1.63 | -0.14 | 1.66 | 4.96 | -0.73 | 3.20 | 3.45 | 0.03 | 3.44 | -0.57 | -0.18 | 0.38 | 0.17 | 0.85 | 0.87 | 2.24 | 0.41 | 3.43 | -2.31 | 0.88 | 1.68 | 0.15 | 2.42 | -1.72 | 2.26 | 2.11 | 2.55 | 0.41 | 1.23 | 1.35 | 0.00 |
| Standard Deviation(%) | NA | 8.93 | 5.42 | 4.42 | 3.73 | NA | NA | … | … | NA | 8.94 | 2.22 | 1.76 | 1.99 | 2.40 | 2.08 | 2.14 | 3.99 | 2.68 | 2.99 | 3.15 | 3.94 | 7.63 | 2.53 | 2.27 | 2.71 | 4.14 | 4.68 | 4.16 | 3.61 | 2.77 | 2.80 | 3.40 | 3.64 | 5.56 | 5.17 | 5.28 | 3.94 | 3.31 | 2.93 | 3.61 | 3.73 | 6.11 | 12.05 |
| Draw Down(%) | NA | 13.92 | 13.92 | 13.92 | 13.92 | NA | NA | … | … | 0.00 | 13.92 | 1.92 | 2.04 | 1.50 | 5.48 | 2.12 | 1.54 | 8.42 | 2.42 | 2.91 | 6.45 | 2.90 | 11.49 | 2.12 | 1.44 | 3.14 | 6.23 | 7.86 | 5.83 | 4.62 | 2.86 | 6.14 | 3.03 | 2.90 | 5.98 | 3.74 | 10.38 | 3.28 | 3.69 | 1.48 | 3.18 | 3.13 | 5.54 | 14.89 |
| Yield(%) | 0.00 | 2.81 | 3.09 | 3.10 | 3.67 | 3.67 | 3.95 | … | … | 0.00 | 2.82 | 3.42 | 3.07 | 3.34 | 3.40 | 3.40 | 3.63 | 3.17 | 3.70 | 4.11 | 3.81 | 4.33 | 4.07 | 4.08 | 4.23 | 5.21 | 4.27 | 4.37 | 5.10 | 4.96 | 6.73 | 4.37 | 5.49 | 6.34 | 5.81 | 5.04 | 5.14 | 4.90 | 5.81 | 6.65 | 7.04 | 7.14 | 7.80 | 4.57 |
Data as of 01/07/2021, Common starting date is 04/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICAX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND CLASS A) |
0.91%
Nov 2005 – Nov 2008 |
1.88%
Apr 2015 – Apr 2020 |
3.44%
Apr 2010 – Apr 2020 |
3.57%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICAX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND CLASS A) |
12.54%
Sep 1990 – Sep 1993 |
11.31%
Sep 1987 – Sep 1992 |
8.97%
Sep 1987 – Sep 1997 |
8.30%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart