Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICUX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS B) | NA | 0.27% | -0.39% | 1.13% | 2.51% | 2.57% | 3.06% | … | … |
Data as of 04/16/2019, Common starting date is 01/11/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICUX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS B) | 01/11/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.27 | -0.39 | 1.13 | 2.51 | 2.57 | 3.06 | … | … | 0.00 | -1.06 | 1.77 | -0.60 | 1.74 | 8.08 | -4.80 | 5.82 | 9.76 | -0.77 | 11.99 | -2.71 | 2.32 | 3.00 | 1.67 | 4.49 | 3.67 | 9.08 | 3.42 | 9.59 | -2.67 | 5.23 | 7.95 | 2.57 | 16.20 |
| Sharpe Ratio | NA | -1.12 | -0.78 | 0.37 | 0.91 | NA | NA | … | … | 0.00 | -1.73 | 0.67 | -0.43 | 1.00 | 4.72 | -1.41 | 2.29 | 3.31 | -0.27 | 3.24 | -0.47 | -0.31 | -0.14 | -0.22 | 0.93 | 0.80 | 2.45 | 0.41 | 2.58 | -2.79 | 0.76 | 1.51 | -0.18 | 2.82 |
| Standard Deviation(%) | NA | 1.09 | 1.60 | 1.62 | 2.43 | NA | NA | … | … | NA | 1.38 | 1.71 | 1.89 | 1.71 | 1.71 | 3.43 | 2.54 | 2.94 | 3.18 | 3.67 | 7.68 | 2.30 | 2.07 | 2.28 | 3.82 | 3.71 | 3.26 | 2.75 | 2.15 | 2.11 | 2.52 | 2.93 | 5.00 | 4.56 |
| Draw Down(%) | NA | 1.54 | 4.19 | 4.19 | 9.13 | NA | NA | … | … | 0.00 | 2.37 | 1.55 | 4.19 | 2.19 | 1.22 | 8.11 | 2.49 | 3.17 | 6.56 | 3.20 | 12.37 | 2.21 | 1.58 | 2.51 | 4.40 | 6.15 | 4.09 | 4.13 | 2.55 | 5.08 | 1.85 | 2.44 | 5.35 | 2.77 |
| Yield(%) | 0.00 | 1.36 | 1.96 | 2.20 | 2.72 | 2.84 | 3.23 | … | … | 0.00 | 1.91 | 2.36 | 2.38 | 2.36 | 2.79 | 2.65 | 3.45 | 3.16 | 2.82 | 3.34 | 3.05 | 2.95 | 3.39 | 3.65 | 4.62 | 4.27 | 4.73 | 3.77 | 4.39 | 3.83 | 3.76 | 4.08 | 4.02 | 4.72 |
Data as of 04/16/2019, Common starting date is 01/11/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICUX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS B) |
-0.27%
Mar 2016 – Mar 2019 |
0.60%
Nov 2012 – Nov 2017 |
2.65%
Mar 2009 – Mar 2019 |
2.45%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICUX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS B) |
8.54%
May 2000 – May 2003 |
6.37%
Jan 2000 – Jan 2005 |
5.28%
Feb 1995 – Feb 2005 |
4.61%
Feb 1995 – Feb 2010 |
Annualized Rolling Returns Comparison Chart