Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICHX (FIRST INVESTORS SELECT GROWTH FUND ADVISOR CLASS) | 8.55% | 26.56% | 22.72% | 13.83% | 16.97% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICHX (FIRST INVESTORS SELECT GROWTH FUND ADVISOR CLASS) | 04/05/2013 | 06/05/2026 |
| 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 (%) | -2.46 | 26.56 | 22.72 | 13.83 | 16.97 | NA | NA | … | … | 8.55 | 20.87 | 24.10 | 29.20 | -24.43 | 40.31 | 28.80 | 24.52 | -3.52 | 32.70 | 3.97 | 3.24 | 14.02 | 23.96 |
| Sharpe Ratio | NA | 2.07 | 1.30 | 0.65 | 0.80 | NA | NA | … | … | 1.66 | 0.91 | 1.48 | 1.87 | -0.96 | 2.48 | 0.82 | 1.65 | -0.27 | 3.60 | 0.26 | 0.21 | 1.05 | 2.75 |
| Standard Deviation(%) | NA | 14.04 | 16.14 | 18.71 | 19.44 | NA | NA | … | … | 16.48 | 19.87 | 13.87 | 13.81 | 26.90 | 16.21 | 34.58 | 13.94 | 18.49 | 8.94 | 14.18 | 15.29 | 13.39 | 12.19 |
| Draw Down(%) | NA | 9.39 | 20.45 | 31.69 | 31.69 | NA | NA | … | … | 9.39 | 20.45 | 9.22 | 9.25 | 31.09 | 7.00 | 30.44 | 9.67 | 21.46 | 2.86 | 12.80 | 11.42 | 8.79 | 6.45 |
| Yield(%) | 0.00 | 3.98 | 5.02 | 11.31 | 14.21 | 13.36 | 10.02 | … | … | 0.00 | 4.12 | 5.90 | 3.69 | 18.00 | 38.27 | 10.89 | 12.29 | 5.17 | 10.87 | 14.53 | 9.82 | 0.08 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FICHX (FIRST INVESTORS SELECT GROWTH FUND ADVISOR CLASS) |
5.90%
Aug 2021 – Aug 2024 |
6.44%
Mar 2015 – Mar 2020 |
12.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICHX (FIRST INVESTORS SELECT GROWTH FUND ADVISOR CLASS) |
31.04%
Dec 2018 – Dec 2021 |
23.57%
Dec 2016 – Dec 2021 |
17.32%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart