Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICTX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS A) | NA | 0.83% | 0.30% | 1.85% | 3.23% | 3.31% | 3.81% | … | … |
Data as of 04/16/2019, Common starting date is 01/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICTX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS A) | 01/30/1991 | 04/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.83 | 0.30 | 1.85 | 3.23 | 3.31 | 3.81 | … | … | 0.00 | -0.31 | 2.57 | 0.12 | 2.47 | 8.86 | -4.11 | 6.61 | 10.47 | -0.12 | 12.88 | -2.05 | 2.99 | 3.84 | 2.48 | 5.07 | 4.86 | 9.65 | 4.26 | 10.46 | -1.94 | 6.15 | 8.77 | 3.79 | 16.72 | -6.74 | 13.72 | 9.47 | 8.82 |
| Sharpe Ratio | NA | -0.55 | -0.33 | 0.76 | 1.16 | NA | NA | … | … | 0.00 | -1.10 | 1.05 | -0.05 | 1.35 | 4.78 | -1.17 | 2.54 | 3.38 | -0.06 | 3.40 | -0.38 | -0.01 | 0.24 | 0.13 | 1.08 | 1.10 | 2.57 | 0.69 | 2.73 | -2.02 | 1.01 | 1.70 | 0.06 | 2.84 | -1.65 | 2.94 | 2.08 | 1.87 |
| Standard Deviation(%) | NA | 1.20 | 1.70 | 1.73 | 2.52 | NA | NA | … | … | NA | 1.49 | 1.85 | 1.94 | 1.80 | 1.85 | 3.54 | 2.60 | 3.09 | 3.23 | 3.76 | 7.75 | 2.38 | 2.26 | 2.41 | 3.83 | 3.78 | 3.33 | 2.83 | 2.35 | 2.56 | 2.80 | 3.07 | 5.06 | 4.53 | 5.89 | 3.94 | 3.38 | 3.16 |
| Draw Down(%) | NA | 1.33 | 3.94 | 3.94 | 8.57 | NA | NA | … | … | 0.00 | 1.83 | 1.42 | 3.94 | 2.00 | 1.17 | 7.88 | 2.42 | 3.17 | 6.46 | 3.27 | 12.30 | 1.90 | 1.39 | 2.52 | 4.53 | 5.72 | 4.08 | 4.00 | 2.49 | 4.69 | 1.77 | 2.23 | 5.22 | 2.68 | 12.17 | 3.68 | 4.30 | 2.47 |
| Yield(%) | 0.00 | 1.91 | 2.67 | 2.95 | 3.47 | 3.58 | 3.97 | … | … | 0.00 | 2.65 | 3.23 | 3.17 | 3.15 | 3.55 | 3.34 | 4.14 | 3.90 | 3.48 | 4.12 | 3.78 | 3.67 | 4.13 | 4.36 | 5.17 | 5.42 | 5.27 | 4.51 | 5.20 | 4.63 | 4.57 | 4.85 | 5.18 | 4.93 | 4.68 | 5.17 | 5.66 | 5.53 |
Data as of 04/16/2019, Common starting date is 01/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICTX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS A) |
0.42%
Mar 2016 – Mar 2019 |
1.36%
Nov 2012 – Nov 2017 |
3.37%
Mar 2009 – Mar 2019 |
3.18%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICTX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS A) |
10.37%
Nov 1994 – Nov 1997 |
7.89%
Feb 1991 – Feb 1996 |
6.92%
Nov 1994 – Nov 2004 |
6.22%
Feb 1991 – Feb 2006 |
Annualized Rolling Returns Comparison Chart