Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIIKX (FIRST INVESTORS INVESTMENT GRADE FUND INSTITUTIONAL CLASS) | NA | -0.36% | 8.25% | 5.43% | 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 |
|---|---|---|
| FIIKX (FIRST INVESTORS INVESTMENT GRADE FUND 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 | -0.36 | 8.25 | 5.43 | NA | NA | NA | … | … | -0.37 | 12.10 | 13.26 | -2.06 | 4.88 | 4.71 | -0.46 | 6.01 | -2.26 |
| Sharpe Ratio | NA | -0.12 | 1.17 | 0.86 | NA | NA | NA | … | … | -0.12 | 1.18 | 2.82 | -1.06 | 1.32 | 1.25 | -0.11 | 1.77 | -0.67 |
| Standard Deviation(%) | NA | 3.34 | 6.58 | 5.50 | NA | NA | NA | … | … | 3.34 | 10.04 | 4.21 | 3.20 | 3.22 | 3.59 | 4.47 | 3.39 | 4.57 |
| Draw Down(%) | NA | 5.15 | 17.86 | 17.86 | NA | NA | NA | … | … | 5.15 | 17.86 | 2.78 | 3.73 | 1.56 | 4.10 | 3.46 | 1.68 | 6.25 |
| Yield(%) | 0.00 | 3.09 | 5.89 | 4.84 | 3.69 | 2.46 | 1.84 | … | … | 2.85 | 6.38 | 7.36 | 3.84 | 3.86 | 3.76 | 4.30 | 4.40 | 2.66 |
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 |
|---|---|---|---|---|
| FIIKX (FIRST INVESTORS INVESTMENT GRADE FUND INSTITUTIONAL CLASS) |
1.52%
Apr 2015 – Apr 2018 |
2.28%
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 |
|---|---|---|---|---|
| FIIKX (FIRST INVESTORS INVESTMENT GRADE FUND INSTITUTIONAL CLASS) |
8.69%
Nov 2018 – Nov 2021 |
6.48%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart