Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIGBX (FIRST INVESTORS SELECT GROWTH FUND CLASS B) | NA | -6.71% | 12.05% | 9.14% | 12.06% | 6.61% | 3.97% | … | … |
Data as of 09/23/2019, Common starting date is 10/31/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIGBX (FIRST INVESTORS SELECT GROWTH FUND CLASS B) | 10/31/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.71 | 12.05 | 9.14 | 12.06 | 6.61 | 3.97 | … | … | 10.90 | -11.10 | 17.84 | -12.76 | -8.54 | 12.73 | 31.50 | 11.97 | 3.93 | 19.57 | 8.26 | -42.16 | -4.78 | -3.82 | 7.35 | 11.86 | 31.10 | -24.33 | -15.67 | -1.44 | 0.00 | 0.00 | 0.00 | -12.62 |
| Sharpe Ratio | NA | -2.10 | -1.15 | -1.31 | -0.77 | NA | NA | … | … | -0.78 | -1.69 | -0.10 | -2.04 | -1.49 | -0.43 | 1.11 | -0.46 | -0.58 | 0.05 | -0.51 | -1.64 | -1.15 | -1.62 | -1.16 | -0.52 | 0.62 | -1.66 | -1.34 | -4.28 | 0.00 | 0.00 | 0.00 | -1.10 |
| Standard Deviation(%) | NA | 17.33 | 18.32 | 17.75 | 17.77 | NA | NA | … | … | 11.42 | 19.36 | 13.60 | 22.86 | 18.19 | 13.34 | 11.66 | 14.60 | 25.23 | 20.46 | 20.32 | 37.46 | 23.42 | 16.21 | 11.83 | 14.93 | 19.02 | 26.52 | 28.00 | 16.37 | NA | NA | NA | 34.87 |
| Draw Down(%) | NA | 23.91 | 24.11 | 25.60 | 25.60 | NA | NA | … | … | 9.77 | 22.70 | 10.40 | 17.87 | 14.61 | 8.96 | 6.53 | 11.52 | 21.41 | 16.55 | 20.45 | 50.00 | 19.10 | 13.43 | 9.76 | 14.66 | 15.22 | 34.55 | 35.22 | 18.54 | 0.00 | 0.00 | 0.00 | 18.54 |
| Yield(%) | 0.00 | 5.56 | 11.11 | 8.86 | 8.93 | 5.83 | 3.65 | … | … | 0.00 | 6.25 | 12.71 | 16.44 | 10.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 16.60 | 8.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/23/2019, Common starting date is 10/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIGBX (FIRST INVESTORS SELECT GROWTH FUND CLASS B) |
-16.61%
Feb 2006 – Feb 2009 |
-10.19%
Sep 1997 – Sep 2002 |
-5.19%
Feb 1999 – Feb 2009 |
-0.68%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIGBX (FIRST INVESTORS SELECT GROWTH FUND CLASS B) |
19.67%
Mar 2009 – Mar 2012 |
18.38%
Feb 2009 – Feb 2014 |
14.24%
Feb 2009 – Feb 2019 |
9.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart