Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFIX (FIRST INVESTORS FUND FOR INCOME CLASS A) | NA | 3.16% | 8.21% | 5.50% | 5.57% | 5.02% | 5.83% | … | … |
Data as of 12/31/2021, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIFIX (FIRST INVESTORS FUND FOR INCOME CLASS A) | 06/28/1996 | 12/31/2021 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.16 | 8.21 | 5.50 | 5.57 | 5.02 | 5.83 | … | … | 3.16 | 7.67 | 14.08 | -2.69 | 6.42 | 10.91 | -2.21 | 0.72 | 6.37 | 13.27 | 5.44 | 15.64 | 35.50 | -27.25 | 0.74 | 9.99 | -0.63 | 10.13 | 26.96 | -2.78 | 1.59 | -6.12 | 2.53 | 3.32 | 13.43 | 9.68 |
| Sharpe Ratio | NA | 1.25 | 0.99 | 0.75 | 0.95 | NA | NA | … | … | 1.25 | 0.59 | 3.11 | -0.97 | 1.68 | 2.18 | -0.49 | 0.17 | 1.60 | 3.47 | 0.88 | 2.80 | 5.22 | -3.08 | -0.50 | 1.90 | -0.69 | 2.40 | 6.32 | -0.68 | -0.14 | -2.45 | -0.22 | -0.03 | 2.79 | 4.50 |
| Standard Deviation(%) | NA | 2.51 | 7.69 | 6.44 | 5.49 | NA | NA | … | … | 2.51 | 12.43 | 4.06 | 4.24 | 3.43 | 4.92 | 4.59 | 4.14 | 3.97 | 3.84 | 6.18 | 5.56 | 6.78 | 9.14 | 4.82 | 3.47 | 4.21 | 3.81 | 4.15 | 5.81 | 6.37 | 4.23 | 3.77 | 4.58 | 3.48 | 3.62 |
| Draw Down(%) | NA | 1.64 | 21.85 | 21.85 | 21.85 | NA | NA | … | … | 1.64 | 21.85 | 1.22 | 5.70 | 1.99 | 3.00 | 7.39 | 6.47 | 5.44 | 2.62 | 8.78 | 4.10 | 6.25 | 32.01 | 5.85 | 2.39 | 6.89 | 2.84 | 2.36 | 13.59 | 10.66 | 8.29 | 4.62 | 8.75 | 2.31 | 0.73 |
| Yield(%) | 0.00 | 2.71 | 5.25 | 4.88 | 5.27 | 5.05 | 5.80 | … | … | 2.31 | 5.55 | 6.85 | 5.01 | 5.08 | 5.15 | 5.12 | 5.36 | 5.80 | 6.41 | 6.89 | 9.46 | 10.00 | 7.50 | 7.01 | 7.27 | 6.99 | 7.19 | 10.11 | 6.26 | 11.17 | 9.80 | 8.40 | 8.65 | 9.53 | 5.34 |
Data as of 12/31/2021, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFIX (FIRST INVESTORS FUND FOR INCOME CLASS A) |
-7.51%
Nov 2005 – Nov 2008 |
-2.48%
Dec 2003 – Dec 2008 |
0.38%
Nov 1998 – Nov 2008 |
4.21%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFIX (FIRST INVESTORS FUND FOR INCOME CLASS A) |
19.34%
Feb 2009 – Feb 2012 |
15.24%
Nov 2008 – Nov 2013 |
8.96%
Nov 2008 – Nov 2018 |
7.06%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart