Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIISX (FIRST INVESTORS GLOBAL FUND CLASS A) | NA | -79.34% | -44.13% | -26.41% | -11.88% | -4.47% | -3.03% | … | … |
Data as of 05/29/2024, Common starting date is 12/30/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIISX (FIRST INVESTORS GLOBAL FUND CLASS A) | 12/30/1981 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -79.34 | -44.13 | -26.41 | -11.88 | -4.47 | -3.03 | … | … | -79.92 | 12.78 | -13.09 | -3.28 | 3.15 | 21.75 | -11.13 | 23.57 | 1.51 | 2.26 | 2.74 | 27.68 | 16.06 | -9.79 | 12.46 | 32.22 | -41.19 | 16.64 | 17.76 | 8.07 | 12.73 | 28.82 | -20.28 | -15.09 | -12.97 | 31.66 | 16.80 | 7.98 | 14.43 | 13.12 | -6.41 | 22.97 | -4.79 | 16.85 | -13.94 | 20.63 | 15.84 | 17.47 | 31.13 | 2.37 | -16.13 | 27.77 | 8.19 | -8.00 |
| Sharpe Ratio | NA | -0.29 | -0.18 | -0.14 | -0.09 | NA | NA | … | … | -0.40 | 0.02 | -0.75 | -0.22 | 0.12 | 1.55 | -0.76 | 2.86 | 0.08 | 0.15 | 0.22 | 2.37 | 1.11 | -0.38 | 0.62 | 1.17 | -1.07 | 0.81 | 1.24 | 0.71 | 1.12 | 1.95 | -1.06 | -1.03 | -1.07 | 2.33 | 0.76 | 0.38 | 1.66 | 1.16 | -1.09 | 2.73 | -0.82 | 0.96 | -1.10 | 0.91 | 1.26 | 0.52 | 1.48 | -0.17 | -1.76 | 1.30 | 0.14 | NA |
| Standard Deviation(%) | NA | 286.02 | 253.41 | 196.44 | 139.25 | NA | NA | … | … | 257.33 | 407.80 | 19.24 | 15.10 | 23.89 | 13.12 | 16.38 | 8.07 | 15.44 | 15.38 | 12.64 | 11.64 | 14.59 | 25.75 | 19.88 | 27.49 | 39.40 | 16.99 | 11.77 | 8.29 | 10.55 | 14.39 | 20.16 | 17.19 | 15.90 | 12.20 | 17.64 | 11.56 | 6.53 | 8.01 | 8.58 | 7.61 | 8.73 | 13.62 | 17.40 | 16.40 | 8.86 | 25.90 | 18.08 | 17.06 | 12.91 | 16.58 | 5.00 | 0.00 |
| Draw Down(%) | NA | 81.51 | 84.84 | 84.84 | 84.84 | NA | NA | … | … | 81.51 | 81.40 | 25.08 | 15.50 | 25.26 | 6.27 | 22.19 | 3.83 | 14.73 | 12.88 | 9.91 | 7.66 | 13.19 | 24.86 | 17.01 | 25.11 | 51.55 | 11.51 | 12.84 | 5.67 | 9.06 | 15.87 | 31.58 | 30.75 | 19.64 | 5.98 | 25.31 | 10.95 | 5.36 | 4.11 | 10.00 | 4.46 | 8.94 | 10.55 | 25.96 | 11.39 | 11.79 | 29.83 | 9.73 | 20.23 | 27.37 | 13.12 | 1.68 | 8.00 |
| Yield(%) | 0.00 | 1.15 | 1.16 | 3.96 | 5.79 | 7.00 | 6.06 | … | … | 0.54 | 0.66 | 0.35 | 2.46 | 0.48 | 17.39 | 11.78 | 9.13 | 0.16 | 5.37 | 17.87 | 2.13 | 0.57 | 0.24 | 0.00 | 0.22 | 0.52 | 14.96 | 11.18 | 0.23 | 0.32 | 0.00 | 1.08 | 0.07 | 8.65 | 12.01 | 1.26 | 10.80 | 14.02 | 0.62 | 0.45 | 0.28 | 0.76 | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 0.23 | 1.27 | 0.33 | 0.93 | 0.91 | 0.33 |
Data as of 05/29/2024, Common starting date is 12/30/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIISX (FIRST INVESTORS GLOBAL FUND CLASS A) |
-19.00%
Mar 2000 – Mar 2003 |
-5.77%
Mar 1998 – Mar 2003 |
-1.93%
Feb 1999 – Feb 2009 |
1.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIISX (FIRST INVESTORS GLOBAL FUND CLASS A) |
26.32%
Jul 1984 – Jul 1987 |
18.78%
Jul 1985 – Jul 1990 |
11.72%
Feb 2009 – Feb 2019 |
11.64%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart