Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICJX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND ADVISOR CLASS) | NA | 1.66% | 3.52% | 2.85% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICJX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND ADVISOR CLASS) | 05/06/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.66 | 3.52 | 2.85 | NA | NA | NA | … | … | 0.00 | 2.30 | 7.74 | 0.64 | 4.15 | 0.33 | 3.79 | 10.90 | -4.84 |
| Sharpe Ratio | NA | 0.16 | 0.46 | 0.47 | NA | NA | NA | … | … | 0.00 | 0.23 | 2.82 | -0.37 | 1.73 | 0.05 | 1.77 | 5.01 | -1.61 |
| Standard Deviation(%) | NA | 9.00 | 5.47 | 4.47 | NA | NA | NA | … | … | NA | 9.00 | 2.25 | 1.86 | 2.04 | 2.48 | 2.13 | 2.17 | 4.53 |
| Draw Down(%) | NA | 13.89 | 13.89 | 13.89 | NA | NA | NA | … | … | 0.00 | 13.89 | 1.92 | 1.85 | 1.45 | 5.27 | 2.04 | 1.51 | 8.45 |
| Yield(%) | 0.00 | 2.69 | 3.02 | 3.21 | 2.53 | 1.69 | 1.27 | … | … | 0.00 | 2.70 | 3.01 | 3.38 | 3.71 | 3.78 | 3.78 | 3.87 | 1.82 |
Data as of 01/07/2021, Common starting date is 05/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICJX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND ADVISOR CLASS) |
1.45%
Oct 2015 – Oct 2018 |
2.10%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICJX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND ADVISOR CLASS) |
7.46%
Aug 2013 – Aug 2016 |
4.47%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart