Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIIGX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS A) | NA | -0.41% | 8.22% | 5.26% | 4.50% | 4.75% | 4.84% | … | … |
Data as of 12/31/2021, Common starting date is 02/28/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIIGX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS A) | 02/28/1991 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.41 | 8.22 | 5.26 | 4.50 | 4.75 | 4.84 | … | … | -0.41 | 12.26 | 13.36 | -2.42 | 4.58 | 4.41 | -0.83 | 5.53 | -1.02 | 10.96 | 5.98 | 8.69 | 20.92 | -11.56 | 5.17 | 3.66 | 0.85 | 4.34 | 8.93 | 7.70 | 7.51 | 8.77 | -2.90 | 8.61 | 9.14 | 3.02 | 18.66 | -4.62 | 11.05 | 6.69 | 15.10 |
| Sharpe Ratio | NA | -0.13 | 1.16 | 0.83 | 0.86 | NA | NA | … | … | -0.13 | 1.20 | 2.80 | -1.22 | 1.27 | 1.20 | -0.19 | 1.67 | -0.25 | 2.93 | 1.12 | 1.41 | 3.19 | -1.74 | 0.53 | 0.07 | -0.40 | 0.67 | 1.35 | 1.20 | 0.97 | 1.12 | -1.31 | 0.99 | 1.26 | -0.11 | 2.95 | -1.39 | 2.29 | 0.98 | 4.02 |
| Standard Deviation(%) | NA | 3.36 | 6.58 | 5.47 | 4.75 | NA | NA | … | … | 3.36 | 10.01 | 4.24 | 3.13 | 3.11 | 3.51 | 4.51 | 3.30 | 4.29 | 3.76 | 5.34 | 6.11 | 6.53 | 7.15 | 3.84 | 3.50 | 3.54 | 4.99 | 6.08 | 5.46 | 5.33 | 4.07 | 4.78 | 5.21 | 4.30 | 5.61 | 4.97 | 5.55 | 3.87 | 4.26 | 3.58 |
| Draw Down(%) | NA | 5.12 | 17.82 | 17.82 | 17.82 | NA | NA | … | … | 5.12 | 17.82 | 2.69 | 3.86 | 1.66 | 4.00 | 3.58 | 1.69 | 6.40 | 1.91 | 4.01 | 5.19 | 3.95 | 18.42 | 2.43 | 2.48 | 3.02 | 5.59 | 5.97 | 4.42 | 3.77 | 2.99 | 5.10 | 3.47 | 2.70 | 5.18 | 2.34 | 8.10 | 2.44 | 3.51 | 1.23 |
| Yield(%) | 0.00 | 2.94 | 5.87 | 4.67 | 4.30 | 4.48 | 4.69 | … | … | 2.72 | 6.34 | 7.53 | 3.40 | 3.47 | 3.68 | 3.95 | 4.04 | 3.75 | 4.17 | 4.52 | 4.44 | 5.85 | 4.94 | 4.91 | 4.96 | 5.10 | 5.53 | 6.27 | 5.52 | 6.38 | 6.36 | 5.65 | 6.49 | 6.53 | 6.79 | 6.29 | 5.99 | 6.50 | 7.28 | 7.29 |
Data as of 12/31/2021, Common starting date is 02/28/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIIGX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS A) |
-2.54%
Oct 2005 – Oct 2008 |
-0.35%
Oct 2003 – Oct 2008 |
2.53%
Oct 1998 – Oct 2008 |
3.73%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIIGX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS A) |
13.58%
Oct 2008 – Oct 2011 |
10.06%
Oct 2008 – Oct 2013 |
7.49%
Mar 1991 – Mar 2001 |
6.57%
Mar 1991 – Mar 2006 |
Annualized Rolling Returns Comparison Chart