Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMHX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND ADVISOR CLASS) | NA | 0.65% | 0.49% | 2.19% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMHX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND ADVISOR CLASS) | 05/06/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.65 | 0.49 | 2.19 | NA | NA | NA | … | … | 0.00 | -0.39 | 3.37 | 0.24 | 2.93 | 9.88 | -5.80 |
| Sharpe Ratio | NA | -0.67 | -0.23 | 0.88 | NA | NA | NA | … | … | 0.00 | -1.15 | 1.56 | 0.01 | 1.40 | 4.34 | -1.98 |
| Standard Deviation(%) | NA | 1.26 | 1.76 | 1.88 | NA | NA | NA | … | … | NA | 1.50 | 1.76 | 2.21 | 2.07 | 2.28 | 4.39 |
| Draw Down(%) | NA | 1.18 | 4.26 | 4.26 | NA | NA | NA | … | … | 0.00 | 1.64 | 1.40 | 4.26 | 2.23 | 1.58 | 8.93 |
| Yield(%) | 0.00 | 2.39 | 3.12 | 3.32 | 1.86 | 1.24 | 0.93 | … | … | 0.00 | 3.28 | 3.75 | 3.51 | 3.45 | 3.58 | 1.91 |
Data as of 04/16/2019, Common starting date is 05/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMHX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND ADVISOR CLASS) |
0.63%
Mar 2016 – Mar 2019 |
2.40%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMHX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND ADVISOR CLASS) |
6.43%
Aug 2013 – Aug 2016 |
3.71%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart