Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFLX (FIRST INVESTORS FUND FOR INCOME INSTITUTIONAL CLASS) | NA | 2.53% | 7.52% | 5.33% | 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 |
|---|---|---|
| FIFLX (FIRST INVESTORS FUND FOR INCOME INSTITUTIONAL 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 | 2.53 | 7.52 | 5.33 | NA | NA | NA | … | … | 2.53 | 6.78 | 13.04 | -2.67 | 7.15 | 10.93 | -2.12 | 1.20 | 3.52 |
| Sharpe Ratio | NA | 0.90 | 0.92 | 0.72 | NA | NA | NA | … | … | 0.90 | 0.53 | 3.25 | -0.91 | 1.85 | 2.12 | -0.47 | 0.28 | 1.13 |
| Standard Deviation(%) | NA | 2.79 | 7.59 | 6.40 | NA | NA | NA | … | … | 2.79 | 12.33 | 3.58 | 4.40 | 3.54 | 5.04 | 4.57 | 4.18 | 4.20 |
| Draw Down(%) | NA | 1.59 | 21.77 | 21.77 | NA | NA | NA | … | … | 1.59 | 21.77 | 1.22 | 5.21 | 1.98 | 3.40 | 7.13 | 6.56 | 5.07 |
| Yield(%) | 0.00 | 2.97 | 4.90 | 4.84 | 4.16 | 2.77 | 2.08 | … | … | 2.54 | 5.20 | 5.91 | 5.39 | 5.40 | 5.17 | 5.55 | 5.43 | 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 |
|---|---|---|---|---|
| FIFLX (FIRST INVESTORS FUND FOR INCOME INSTITUTIONAL CLASS) |
0.63%
Mar 2017 – Mar 2020 |
2.03%
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 |
|---|---|---|---|---|
| FIFLX (FIRST INVESTORS FUND FOR INCOME INSTITUTIONAL CLASS) |
7.30%
Jun 2018 – Jun 2021 |
7.18%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart