Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMJX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND INSTITUTIONAL CLASS) | NA | 0.66% | 0.42% | 2.10% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMJX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND INSTITUTIONAL CLASS) | 05/07/2013 | 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 | 0.66 | 0.42 | 2.10 | NA | NA | NA | … | … | 0.00 | -0.37 | 3.43 | -0.06 | 2.67 | 9.95 | -5.56 |
| Sharpe Ratio | NA | -0.65 | -0.26 | 0.82 | NA | NA | NA | … | … | 0.00 | -1.11 | 1.52 | -0.12 | 1.28 | 4.37 | -1.91 |
| Standard Deviation(%) | NA | 1.27 | 1.80 | 1.90 | NA | NA | NA | … | … | NA | 1.54 | 1.85 | 2.19 | 2.07 | 2.27 | 4.39 |
| Draw Down(%) | NA | 1.20 | 4.54 | 4.54 | NA | NA | NA | … | … | 0.00 | 1.63 | 1.30 | 4.54 | 2.31 | 1.50 | 8.85 |
| Yield(%) | 0.00 | 2.40 | 3.02 | 3.26 | 1.84 | 1.22 | 0.92 | … | … | 0.00 | 3.30 | 3.74 | 3.22 | 3.43 | 3.57 | 1.92 |
Data as of 04/16/2019, Common starting date is 05/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMJX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND INSTITUTIONAL CLASS) |
0.56%
Mar 2016 – Mar 2019 |
2.29%
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 |
|---|---|---|---|---|
| FIMJX (FIRST INVESTORS TAX EXEMPT MASSACHUSETTS FUND INSTITUTIONAL CLASS) |
6.36%
Aug 2013 – Aug 2016 |
3.62%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart