Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIIJX (FIRST INVESTORS INVESTMENT GRADE FUND ADVISOR CLASS) | NA | -0.26% | 8.25% | 5.41% | 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 |
|---|---|---|
| FIIJX (FIRST INVESTORS INVESTMENT GRADE FUND 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 | -0.26 | 8.25 | 5.41 | NA | NA | NA | … | … | -0.27 | 12.04 | 13.21 | -2.15 | 4.85 | 4.61 | -0.51 | 5.98 | -2.68 |
| Sharpe Ratio | NA | -0.09 | 1.16 | 0.85 | NA | NA | NA | … | … | -0.09 | 1.17 | 2.76 | -1.10 | 1.35 | 1.21 | -0.12 | 1.80 | -0.80 |
| Standard Deviation(%) | NA | 3.44 | 6.61 | 5.50 | NA | NA | NA | … | … | 3.44 | 10.03 | 4.28 | 3.16 | 3.13 | 3.61 | 4.46 | 3.32 | 4.55 |
| Draw Down(%) | NA | 5.14 | 17.91 | 17.91 | NA | NA | NA | … | … | 5.14 | 17.91 | 2.77 | 3.72 | 1.66 | 4.12 | 3.41 | 1.59 | 6.29 |
| Yield(%) | 0.00 | 3.08 | 5.89 | 4.80 | 3.60 | 2.40 | 1.80 | … | … | 2.84 | 6.44 | 7.33 | 3.73 | 3.74 | 3.55 | 4.05 | 4.17 | 2.54 |
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 |
|---|---|---|---|---|
| FIIJX (FIRST INVESTORS INVESTMENT GRADE FUND ADVISOR CLASS) |
1.46%
Apr 2015 – Apr 2018 |
2.18%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIIJX (FIRST INVESTORS INVESTMENT GRADE FUND ADVISOR CLASS) |
8.69%
Nov 2018 – Nov 2021 |
6.42%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart