Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIIUX (FIRST INVESTORS GLOBAL FUND INSTITUTIONAL CLASS) | NA | 13.65% | 2.97% | -22.82% | -9.58% | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIIUX (FIRST INVESTORS GLOBAL FUND INSTITUTIONAL 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 | 13.65 | 2.97 | -22.82 | -9.58 | NA | NA | … | … | 7.09 | 16.41 | -11.30 | 7.96 | -79.16 | 22.20 | -10.96 | 24.13 | 1.89 | 2.53 | 3.94 | 21.93 |
| Sharpe Ratio | NA | 0.76 | 0.04 | -0.33 | -0.20 | NA | NA | … | … | 1.34 | 1.10 | -0.67 | 0.81 | -0.48 | 1.58 | -0.75 | 2.94 | 0.11 | 0.16 | 0.31 | 2.57 |
| Standard Deviation(%) | NA | 11.01 | 13.99 | 74.51 | 53.60 | NA | NA | … | … | 10.83 | 11.13 | 18.98 | 9.85 | 163.98 | 13.12 | 16.44 | 8.02 | 15.49 | 15.42 | 12.55 | 11.89 |
| Draw Down(%) | NA | 12.11 | 26.42 | 85.25 | 85.25 | NA | NA | … | … | 4.98 | 12.73 | 25.00 | 8.67 | 85.25 | 6.16 | 22.00 | 3.85 | 14.69 | 12.91 | 9.71 | 7.65 |
| Yield(%) | 0.00 | 6.26 | 5.74 | 3.89 | 5.78 | 4.73 | 3.55 | … | … | 2.57 | 4.00 | 1.82 | 11.29 | 0.29 | 17.25 | 11.24 | 9.05 | 0.26 | 5.40 | 17.75 | 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 |
|---|---|---|---|---|
| FIIUX (FIRST INVESTORS GLOBAL FUND INSTITUTIONAL CLASS) |
-43.70%
Sep 2019 – Sep 2022 |
-27.84%
Sep 2017 – Sep 2022 |
-10.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIIUX (FIRST INVESTORS GLOBAL FUND INSTITUTIONAL CLASS) |
11.93%
Sep 2015 – Sep 2018 |
10.41%
Aug 2013 – Aug 2018 |
-8.80%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart