Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICLX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND INSTITUTIONAL CLASS) | NA | 1.03% | 3.30% | 2.73% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 05/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICLX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND INSTITUTIONAL CLASS) | 05/07/2013 | 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 | 1.03 | 3.30 | 2.73 | NA | NA | NA | … | … | 0.00 | 1.74 | 7.75 | 0.56 | 4.23 | 0.25 | 3.55 | 10.86 | -4.46 |
| Sharpe Ratio | NA | 0.09 | 0.43 | 0.45 | NA | NA | NA | … | … | 0.00 | 0.17 | 2.76 | -0.42 | 1.79 | 0.02 | 1.66 | 4.86 | -1.49 |
| Standard Deviation(%) | NA | 8.79 | 5.36 | 4.39 | NA | NA | NA | … | … | NA | 8.80 | 2.30 | 1.84 | 2.02 | 2.47 | 2.11 | 2.23 | 4.52 |
| Draw Down(%) | NA | 13.88 | 13.88 | 13.88 | NA | NA | NA | … | … | 0.00 | 13.88 | 1.92 | 1.85 | 1.46 | 5.27 | 2.11 | 1.58 | 8.30 |
| Yield(%) | 0.00 | 1.84 | 2.73 | 3.04 | 2.45 | 1.63 | 1.22 | … | … | 0.00 | 1.85 | 3.02 | 3.38 | 3.70 | 3.78 | 3.77 | 3.85 | 1.82 |
Data as of 01/07/2021, Common starting date is 05/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICLX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND INSTITUTIONAL CLASS) |
1.43%
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 |
|---|---|---|---|---|
| FICLX (FIRST INVESTORS TAX EXEMPT CALIFORNIA FUND INSTITUTIONAL CLASS) |
7.40%
Aug 2013 – Aug 2016 |
4.44%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart