Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIIHX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS B) | NA | 2.65% | 2.22% | 1.53% | 3.35% | 1.79% | 2.32% | … | … |
Data as of 04/02/2020, Common starting date is 01/11/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIIHX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS B) | 01/11/1995 | 04/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.65 | 2.22 | 1.53 | 3.35 | 1.79 | 2.32 | … | … | 0.00 | 7.66 | -3.38 | 3.72 | 3.48 | -1.58 | 4.60 | -1.76 | 10.03 | 5.21 | 7.63 | 14.54 | -16.00 | 0.11 | -1.56 | -4.27 | -0.64 | 3.25 | 5.82 | 6.84 | 7.67 | -3.59 | 7.07 | 8.05 | 1.38 | 19.11 |
| Sharpe Ratio | NA | 1.05 | 0.44 | 0.25 | 0.73 | NA | NA | … | … | 0.00 | 2.70 | -1.57 | 1.02 | 0.97 | -0.36 | 1.45 | -0.44 | 2.71 | 0.95 | 1.25 | 2.33 | -2.46 | -0.82 | -1.62 | -1.96 | -0.35 | 0.44 | 0.88 | 0.87 | 0.91 | -1.58 | 0.79 | 1.08 | -0.38 | 3.25 |
| Standard Deviation(%) | NA | 1.41 | 2.65 | 3.13 | 3.94 | NA | NA | … | … | NA | 2.31 | 3.00 | 3.06 | 3.36 | 4.42 | 3.17 | 4.12 | 3.71 | 5.42 | 6.06 | 6.19 | 6.87 | 3.56 | 3.00 | 3.28 | 4.55 | 5.77 | 5.35 | 5.28 | 3.99 | 4.31 | 4.73 | 4.17 | 5.51 | 4.89 |
| Draw Down(%) | NA | 0.32 | 4.81 | 4.81 | 6.63 | NA | NA | … | … | 0.00 | 0.55 | 4.69 | 1.68 | 4.20 | 4.13 | 1.74 | 6.63 | 1.91 | 4.23 | 5.15 | 4.54 | 21.16 | 3.65 | 4.55 | 5.72 | 6.34 | 6.82 | 4.21 | 3.83 | 3.04 | 5.06 | 4.09 | 2.84 | 5.44 | 2.40 |
| Yield(%) | 0.00 | 0.51 | 2.02 | 2.26 | 3.06 | 1.95 | 2.33 | … | … | 0.00 | 1.73 | 2.58 | 2.42 | 2.65 | 3.33 | 3.44 | 3.12 | 3.48 | 3.77 | 3.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 0.75 | 3.85 | 5.58 | 5.44 | 4.88 | 5.12 | 5.51 | 5.22 | 6.38 |
Data as of 04/02/2020, Common starting date is 01/11/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIIHX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS B) |
-7.36%
Oct 2005 – Oct 2008 |
-5.26%
Oct 2003 – Oct 2008 |
-0.86%
Oct 1998 – Oct 2008 |
1.00%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIIHX (FIRST INVESTORS INVESTMENT GRADE FUND CLASS B) |
10.64%
Feb 2009 – Feb 2012 |
8.00%
Oct 2008 – Oct 2013 |
4.77%
Feb 1995 – Feb 2005 |
2.74%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart