Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMGX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS B) | NA | -0.03% | -0.39% | 1.24% | 2.78% | 2.55% | 3.10% | … | … |
Data as of 04/16/2019, Common starting date is 01/11/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMGX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS B) | 01/11/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.03 | -0.39 | 1.24 | 2.78 | 2.55 | 3.10 | … | … | 0.00 | -1.29 | 2.40 | -0.79 | 1.77 | 8.98 | -5.07 | 6.22 | 10.38 | -0.67 | 12.13 | -3.55 | 2.07 | 2.69 | 1.52 | 3.97 | 4.32 | 9.49 | 3.06 | 10.94 | -3.19 | 2.58 | 6.76 | 1.78 | 15.92 |
| Sharpe Ratio | NA | -1.39 | -0.76 | 0.40 | 0.96 | NA | NA | … | … | 0.00 | -1.89 | 1.08 | -0.48 | 0.92 | 4.10 | -1.35 | 2.19 | 3.15 | -0.24 | 3.53 | -0.73 | -0.42 | -0.30 | -0.26 | 0.74 | 0.91 | 2.39 | 0.24 | 2.74 | -2.82 | -0.24 | 1.10 | -0.35 | 2.87 |
| Standard Deviation(%) | NA | 1.09 | 1.65 | 1.76 | 2.59 | NA | NA | … | … | NA | 1.38 | 1.64 | 2.07 | 1.89 | 2.19 | 3.77 | 2.84 | 3.28 | 3.22 | 3.41 | 6.09 | 2.32 | 2.00 | 2.46 | 4.08 | 3.98 | 3.52 | 3.08 | 2.52 | 2.28 | 3.13 | 2.95 | 4.88 | 4.38 |
| Draw Down(%) | NA | 1.40 | 4.67 | 4.67 | 10.03 | NA | NA | … | … | 0.00 | 2.33 | 1.47 | 4.67 | 2.57 | 1.66 | 9.24 | 2.66 | 3.18 | 6.72 | 3.01 | 10.40 | 2.23 | 1.58 | 2.61 | 4.25 | 6.51 | 4.27 | 4.51 | 3.05 | 5.58 | 2.93 | 2.37 | 5.26 | 2.43 |
| Yield(%) | 0.00 | 1.73 | 2.28 | 2.46 | 2.92 | 2.94 | 3.36 | … | … | 0.00 | 2.41 | 2.73 | 2.58 | 2.56 | 2.80 | 2.71 | 3.36 | 3.29 | 2.91 | 3.37 | 3.42 | 3.54 | 3.64 | 3.40 | 4.95 | 4.75 | 4.76 | 3.80 | 4.57 | 3.96 | 3.94 | 4.27 | 4.14 | 5.00 |
Data as of 04/16/2019, Common starting date is 01/11/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMGX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS B) |
-0.23%
Mar 2016 – Mar 2019 |
0.79%
Apr 2013 – Apr 2018 |
2.79%
Nov 1998 – Nov 2008 |
2.43%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMGX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND CLASS B) |
9.32%
May 2000 – May 2003 |
6.70%
Jan 2000 – Jan 2005 |
4.94%
Feb 1995 – Feb 2005 |
4.50%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart