Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMAX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS A) | NA | 0.44% | 0.20% | 1.86% | 3.45% | 3.25% | 3.85% | … | … |
Data as of 04/16/2019, Common starting date is 01/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMAX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS A) | 01/29/1987 | 04/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.44 | 0.20 | 1.86 | 3.45 | 3.25 | 3.85 | … | … | 0.00 | -0.65 | 3.06 | -0.14 | 2.46 | 9.62 | -4.48 | 7.07 | 11.18 | 0.05 | 12.96 | -2.89 | 2.81 | 3.43 | 2.26 | 4.76 | 5.54 | 10.16 | 4.16 | 11.83 | -2.77 | 5.33 | 8.27 | 3.41 | 16.44 | -5.25 | 10.68 | 9.82 | 11.45 | 6.52 | 10.44 | 13.39 | -5.63 |
| Sharpe Ratio | NA | -0.92 | -0.39 | 0.72 | 1.20 | NA | NA | … | … | 0.00 | -1.40 | 1.38 | -0.16 | 1.22 | 4.26 | -1.20 | 2.49 | 3.41 | -0.01 | 3.72 | -0.62 | -0.09 | 0.06 | 0.04 | 0.92 | 1.23 | 2.49 | 0.58 | 2.83 | -2.25 | 0.67 | 1.50 | -0.02 | 2.87 | -1.77 | 2.74 | 2.77 | 2.26 | 0.36 | 1.38 | 1.71 | -1.32 |
| Standard Deviation(%) | NA | 1.14 | 1.72 | 1.84 | 2.63 | NA | NA | … | … | NA | 1.41 | 1.77 | 2.15 | 2.00 | 2.25 | 3.77 | 2.84 | 3.27 | 3.27 | 3.46 | 6.10 | 2.40 | 2.10 | 2.56 | 4.14 | 3.93 | 3.64 | 3.19 | 2.75 | 2.67 | 2.98 | 3.15 | 5.00 | 4.40 | 4.63 | 3.13 | 2.67 | 3.39 | 3.43 | 3.43 | 5.07 | 7.68 |
| Draw Down(%) | NA | 1.25 | 4.39 | 4.39 | 9.54 | NA | NA | … | … | 0.00 | 1.84 | 1.41 | 4.39 | 2.39 | 1.61 | 8.97 | 2.58 | 3.19 | 6.62 | 3.03 | 10.23 | 2.02 | 1.41 | 2.55 | 4.14 | 6.01 | 4.35 | 4.52 | 2.99 | 5.59 | 2.35 | 2.24 | 5.13 | 2.43 | 9.89 | 2.58 | 2.78 | 2.36 | 2.94 | 2.98 | 4.92 | 18.16 |
| Yield(%) | 0.00 | 2.19 | 2.87 | 3.06 | 3.59 | 3.60 | 4.07 | … | … | 0.00 | 3.03 | 3.46 | 3.22 | 3.15 | 3.42 | 3.30 | 4.02 | 4.04 | 3.56 | 4.14 | 4.09 | 4.26 | 4.36 | 4.13 | 5.78 | 5.93 | 5.48 | 4.78 | 5.38 | 4.37 | 6.67 | 5.70 | 5.71 | 5.12 | 5.17 | 5.63 | 5.99 | 6.72 | 6.62 | 6.93 | 7.60 | 4.63 |
Data as of 04/16/2019, Common starting date is 01/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMAX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS A) |
0.36%
Mar 2016 – Mar 2019 |
1.47%
Nov 2012 – Nov 2017 |
3.53%
May 2008 – May 2018 |
3.13%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMAX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS A) |
12.18%
Sep 1990 – Sep 1993 |
10.77%
Sep 1987 – Sep 1992 |
8.66%
Oct 1987 – Oct 1997 |
7.85%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart