Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICZX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND INSTITUTIONAL CLASS) | NA | 1.04% | 0.59% | 2.10% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICZX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND INSTITUTIONAL CLASS) | 05/06/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.04 | 0.59 | 2.10 | NA | NA | NA | … | … | 0.00 | -0.03 | 2.88 | 0.50 | 2.55 | 9.08 | -5.03 |
| Sharpe Ratio | NA | -0.35 | -0.16 | 0.90 | NA | NA | NA | … | … | 0.00 | -0.86 | 1.23 | 0.15 | 1.40 | 5.05 | -1.87 |
| Standard Deviation(%) | NA | 1.27 | 1.71 | 1.73 | NA | NA | NA | … | … | NA | 1.58 | 1.84 | 1.94 | 1.81 | 1.79 | 4.05 |
| Draw Down(%) | NA | 1.31 | 3.74 | 3.74 | NA | NA | NA | … | … | 0.00 | 1.75 | 1.36 | 3.74 | 1.94 | 1.09 | 7.86 |
| Yield(%) | 0.00 | 2.11 | 2.82 | 3.06 | 1.75 | 1.17 | 0.87 | … | … | 0.00 | 2.89 | 3.37 | 3.24 | 3.22 | 3.54 | 1.94 |
Data as of 04/16/2019, 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 |
|---|---|---|---|---|
| FICZX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND INSTITUTIONAL CLASS) |
0.71%
Mar 2016 – Mar 2019 |
2.22%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICZX (FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND INSTITUTIONAL CLASS) |
5.73%
Aug 2013 – Aug 2016 |
3.41%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart