Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICIX (FIRST INVESTORS SELECT GROWTH FUND INSTITUTIONAL CLASS) | 11.79% | 29.93% | 24.01% | 14.61% | 17.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICIX (FIRST INVESTORS SELECT GROWTH FUND INSTITUTIONAL CLASS) | 04/05/2013 | 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 (%) | 1.07 | 29.93 | 24.01 | 14.61 | 17.38 | NA | NA | … | … | 11.79 | 20.95 | 24.25 | 29.07 | -24.32 | 40.49 | 28.85 | 24.55 | -3.45 | 32.75 | 3.97 | 3.33 | 14.14 | 24.31 |
| Sharpe Ratio | NA | 2.09 | 1.31 | 0.65 | 0.81 | NA | NA | … | … | 1.68 | 0.92 | 1.49 | 1.86 | -0.96 | 2.50 | 0.82 | 1.66 | -0.26 | 3.61 | 0.26 | 0.22 | 1.05 | 2.80 |
| Standard Deviation(%) | NA | 13.99 | 16.10 | 18.67 | 19.41 | NA | NA | … | … | 16.41 | 19.79 | 13.85 | 13.79 | 26.87 | 16.19 | 34.54 | 13.93 | 18.45 | 8.94 | 14.31 | 15.24 | 13.49 | 12.18 |
| Draw Down(%) | NA | 9.33 | 20.43 | 31.65 | 31.65 | NA | NA | … | … | 9.33 | 20.43 | 9.22 | 9.29 | 31.05 | 6.99 | 30.39 | 9.69 | 21.41 | 2.84 | 12.84 | 11.31 | 8.84 | 6.45 |
| Yield(%) | 0.00 | 3.89 | 4.95 | 11.24 | 14.17 | 13.39 | 10.04 | … | … | 0.00 | 4.04 | 5.81 | 3.67 | 17.79 | 37.98 | 10.82 | 12.32 | 5.18 | 10.82 | 14.50 | 9.80 | 0.14 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FICIX (FIRST INVESTORS SELECT GROWTH FUND INSTITUTIONAL CLASS) |
5.95%
Aug 2021 – Aug 2024 |
6.50%
Mar 2015 – Mar 2020 |
12.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICIX (FIRST INVESTORS SELECT GROWTH FUND INSTITUTIONAL CLASS) |
31.13%
Dec 2018 – Dec 2021 |
23.64%
Dec 2016 – Dec 2021 |
17.40%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart