Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICYX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND ADVISOR CLASS) | NA | 1.27% | 0.78% | 2.24% | NA | NA | NA | … | … |
Data as of 02/21/2019, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICYX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND ADVISOR CLASS) | 05/06/2013 | 02/21/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.27 | 0.78 | 2.24 | NA | NA | NA | … | … | 0.00 | -0.16 | 2.89 | 0.43 | 2.05 | 8.64 | -5.39 |
| Sharpe Ratio | NA | -0.13 | -0.02 | 1.01 | NA | NA | NA | … | … | 0.00 | -1.16 | 1.24 | 0.11 | 1.11 | 4.72 | -1.97 |
| Standard Deviation(%) | NA | 1.12 | 1.69 | 1.75 | NA | NA | NA | … | … | NA | 1.28 | 1.83 | 2.01 | 1.81 | 1.83 | 4.10 |
| Draw Down(%) | NA | 0.70 | 3.79 | 3.79 | NA | NA | NA | … | … | 0.00 | 1.71 | 1.38 | 3.79 | 1.90 | 1.17 | 8.01 |
| Yield(%) | 0.00 | 2.12 | 2.85 | 3.11 | 1.69 | 1.13 | 0.85 | … | … | 0.00 | 2.36 | 3.39 | 3.29 | 3.25 | 3.55 | 1.94 |
Data as of 02/21/2019, 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 |
|---|---|---|---|---|
| FICYX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND ADVISOR CLASS) |
0.75%
Jan 2016 – Jan 2019 |
2.27%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICYX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND ADVISOR CLASS) |
5.38%
Aug 2013 – Aug 2016 |
3.18%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart