Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFKX (FIRST INVESTORS FUND FOR INCOME ADVISOR CLASS) | NA | 3.24% | 7.35% | 5.23% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIFKX (FIRST INVESTORS FUND FOR INCOME ADVISOR CLASS) | 04/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.24 | 7.35 | 5.23 | NA | NA | NA | … | … | 3.23 | 6.63 | 11.89 | -2.36 | 6.84 | 10.97 | -2.12 | 1.20 | 3.14 |
| Sharpe Ratio | NA | 1.24 | 0.90 | 0.71 | NA | NA | NA | … | … | 1.24 | 0.52 | 2.67 | -0.87 | 1.74 | 2.12 | -0.45 | 0.29 | 0.96 |
| Standard Deviation(%) | NA | 2.59 | 7.54 | 6.35 | NA | NA | NA | … | … | 2.59 | 12.17 | 3.93 | 4.24 | 3.58 | 5.06 | 4.81 | 4.16 | 4.40 |
| Draw Down(%) | NA | 1.24 | 21.62 | 21.62 | NA | NA | NA | … | … | 1.24 | 21.62 | 2.04 | 5.24 | 1.99 | 3.42 | 7.16 | 6.43 | 5.44 |
| Yield(%) | 0.00 | 2.79 | 4.66 | 4.72 | 4.10 | 2.73 | 2.05 | … | … | 2.39 | 5.02 | 5.63 | 5.34 | 5.51 | 5.19 | 5.57 | 5.45 | 3.80 |
Data as of 12/31/2021, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFKX (FIRST INVESTORS FUND FOR INCOME ADVISOR CLASS) |
0.21%
Mar 2017 – Mar 2020 |
1.78%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFKX (FIRST INVESTORS FUND FOR INCOME ADVISOR CLASS) |
6.92%
Feb 2016 – Feb 2019 |
6.94%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart