Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMBX (FIRST INVESTORS OPPORTUNITY FUND CLASS B) | NA | -3.87% | 5.95% | 4.17% | 10.53% | 7.35% | NA | … | … |
Data as of 09/23/2019, Common starting date is 10/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMBX (FIRST INVESTORS OPPORTUNITY FUND CLASS B) | 10/28/1999 | 09/23/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.87 | 5.95 | 4.17 | 10.53 | 7.35 | NA | … | … | 16.48 | -16.42 | 17.40 | 7.40 | -1.96 | 4.90 | 42.78 | 17.82 | -2.13 | 23.69 | 32.05 | -38.72 | 4.18 | 8.62 | 8.70 | 15.78 | 32.51 | -20.51 | -13.52 | 2.15 | 19.96 |
| Sharpe Ratio | NA | -0.42 | 0.40 | 0.26 | 0.61 | NA | NA | … | … | 2.13 | -1.11 | 1.81 | 0.49 | -0.13 | 0.35 | 3.34 | 1.15 | -0.08 | 1.10 | 1.10 | -0.96 | 0.07 | 0.44 | 0.54 | 1.19 | 2.13 | -0.90 | -0.68 | -0.06 | 4.57 |
| Standard Deviation(%) | NA | 14.18 | 12.31 | 13.67 | 16.82 | NA | NA | … | … | 10.25 | 16.01 | 9.28 | 14.69 | 14.89 | 14.10 | 12.80 | 15.62 | 28.53 | 21.41 | 29.04 | 41.18 | 17.12 | 12.21 | 12.05 | 12.49 | 14.92 | 24.00 | 23.56 | 30.87 | 39.38 |
| Draw Down(%) | NA | 22.38 | 24.98 | 24.98 | 25.36 | NA | NA | … | … | 6.53 | 24.98 | 4.99 | 12.80 | 14.92 | 11.05 | 5.06 | 13.54 | 25.36 | 18.57 | 26.27 | 52.52 | 12.62 | 12.76 | 7.67 | 11.13 | 12.99 | 32.32 | 31.36 | 19.83 | 10.45 |
| Yield(%) | 0.00 | 11.56 | 8.67 | 7.87 | 9.94 | 7.32 | 6.22 | … | … | 0.00 | 11.61 | 8.29 | 5.39 | 9.79 | 8.11 | 9.43 | 4.50 | 4.23 | 0.04 | 0.00 | 2.59 | 10.61 | 5.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.70 | 10.73 |
Data as of 09/23/2019, Common starting date is 10/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMBX (FIRST INVESTORS OPPORTUNITY FUND CLASS B) |
-17.33%
Feb 2006 – Feb 2009 |
-6.67%
Feb 2004 – Feb 2009 |
-1.04%
Aug 2000 – Aug 2010 |
4.59%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMBX (FIRST INVESTORS OPPORTUNITY FUND CLASS B) |
28.73%
Feb 2009 – Feb 2012 |
26.01%
Feb 2009 – Feb 2014 |
14.68%
Feb 2009 – Feb 2019 |
10.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart