Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFJX (FIRST INVESTORS FUND FOR INCOME CLASS B) | NA | 3.93% | 3.35% | 2.50% | 5.03% | 1.18% | 0.40% | … | … |
Data as of 09/23/2019, Common starting date is 01/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIFJX (FIRST INVESTORS FUND FOR INCOME CLASS B) | 01/31/1995 | 09/23/2019 |
| 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 | 3.93 | 3.35 | 2.50 | 5.03 | 1.18 | 0.40 | … | … | 8.14 | -3.84 | 4.81 | 9.82 | -3.14 | -0.18 | 5.45 | 12.22 | 4.44 | 10.88 | 24.48 | -33.10 | -6.51 | 2.68 | -8.00 | 3.95 | 17.12 | -9.00 | -5.78 | -13.56 | 2.46 | 2.62 | 11.95 | 12.51 | 17.45 |
| Sharpe Ratio | NA | 0.47 | 0.61 | 0.42 | 1.06 | NA | NA | … | … | 2.72 | -1.30 | 1.23 | 1.91 | -0.67 | -0.05 | 1.37 | 3.29 | 0.73 | 2.33 | 3.93 | -3.93 | -2.57 | -0.24 | -2.69 | 0.99 | 4.59 | -1.83 | -1.51 | -4.38 | -0.21 | -0.16 | 2.49 | 2.51 | 4.13 |
| Standard Deviation(%) | NA | 4.18 | 3.79 | 4.39 | 4.41 | NA | NA | … | … | 3.62 | 3.99 | 3.42 | 5.02 | 4.73 | 4.27 | 3.95 | 3.73 | 6.06 | 4.64 | 6.20 | 8.64 | 3.72 | 2.63 | 3.78 | 3.04 | 3.58 | 5.52 | 5.44 | 4.01 | 3.55 | 4.43 | 3.37 | 3.56 | 3.72 |
| Draw Down(%) | NA | 5.40 | 5.40 | 9.61 | 10.14 | NA | NA | … | … | 1.65 | 5.40 | 1.99 | 3.51 | 7.83 | 6.86 | 5.51 | 2.70 | 9.03 | 4.49 | 7.96 | 36.59 | 8.63 | 2.65 | 8.62 | 4.23 | 2.99 | 16.45 | 14.27 | 14.27 | 4.83 | 8.87 | 2.18 | 1.52 | 1.29 |
| Yield(%) | 0.00 | 4.23 | 4.17 | 3.94 | 4.93 | 2.40 | 1.97 | … | … | 2.91 | 4.25 | 4.15 | 4.12 | 4.17 | 4.47 | 4.92 | 5.44 | 5.94 | 5.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.08 | 1.31 | 0.00 | 3.69 | 2.30 | 8.61 | 8.01 | 8.16 | 8.36 | 8.43 |
Data as of 09/23/2019, Common starting date is 01/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFJX (FIRST INVESTORS FUND FOR INCOME CLASS B) |
-14.27%
Nov 2005 – Nov 2008 |
-9.41%
Feb 2004 – Feb 2009 |
-6.05%
Mar 1999 – Mar 2009 |
-0.84%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFJX (FIRST INVESTORS FUND FOR INCOME CLASS B) |
14.68%
Feb 2009 – Feb 2012 |
11.78%
Feb 2009 – Feb 2014 |
6.94%
Mar 2009 – Mar 2019 |
2.49%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart