Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIITX (FIRST INVESTORS GLOBAL FUND ADVISOR CLASS) | NA | 10.46% | 1.93% | -23.54% | -9.99% | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIITX (FIRST INVESTORS GLOBAL FUND ADVISOR CLASS) | 04/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.46 | 1.93 | -23.54 | -9.99 | NA | NA | … | … | 4.62 | 15.84 | -11.43 | 7.86 | -79.49 | 22.23 | -10.89 | 24.23 | 1.75 | 2.53 | 3.72 | 21.79 |
| Sharpe Ratio | NA | 0.45 | -0.03 | -0.33 | -0.21 | NA | NA | … | … | 0.70 | 1.04 | -0.68 | 0.79 | -0.48 | 1.60 | -0.74 | 3.00 | 0.10 | 0.16 | 0.29 | 2.57 |
| Standard Deviation(%) | NA | 11.30 | 14.11 | 75.08 | 54.00 | NA | NA | … | … | 11.42 | 11.21 | 19.05 | 9.95 | 165.25 | 12.98 | 16.44 | 7.91 | 15.59 | 15.50 | 12.55 | 11.84 |
| Draw Down(%) | NA | 12.06 | 26.51 | 85.47 | 85.47 | NA | NA | … | … | 5.48 | 12.69 | 25.03 | 8.77 | 85.47 | 6.08 | 22.01 | 3.87 | 14.75 | 12.85 | 9.75 | 7.66 |
| Yield(%) | 0.00 | 2.94 | 4.93 | 3.68 | 5.72 | 4.67 | 3.50 | … | … | 0.00 | 3.21 | 2.31 | 11.24 | 0.51 | 16.48 | 11.53 | 9.07 | 0.25 | 5.41 | 17.77 | 1.52 |
Data as of 05/29/2024, 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 |
|---|---|---|---|---|
| FIITX (FIRST INVESTORS GLOBAL FUND ADVISOR CLASS) |
-44.01%
Sep 2019 – Sep 2022 |
-28.07%
Sep 2017 – Sep 2022 |
-10.97%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIITX (FIRST INVESTORS GLOBAL FUND ADVISOR CLASS) |
11.88%
Sep 2015 – Sep 2018 |
10.34%
Aug 2013 – Aug 2018 |
-8.99%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart