Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMNX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS A) | NA | 0.48% | 0.32% | 1.59% | 3.07% | 3.29% | 3.85% | … | … |
Data as of 04/16/2019, Common starting date is 03/27/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMNX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS A) | 03/27/1987 | 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 | 0.48 | 0.32 | 1.59 | 3.07 | 3.29 | 3.85 | … | … | 0.00 | -0.72 | 2.92 | 0.10 | 1.93 | 7.20 | -3.05 | 6.63 | 10.74 | 0.61 | 10.18 | 0.52 | 3.03 | 4.16 | 2.12 | 4.08 | 5.62 | 9.42 | 4.47 | 11.00 | -2.07 | 6.23 | 8.56 | 3.91 | 15.19 | -5.89 | 10.02 | 9.29 | 10.82 | 6.16 | 9.85 | 11.25 | -5.57 |
| Sharpe Ratio | NA | -0.72 | -0.31 | 0.61 | 1.16 | NA | NA | … | … | 0.00 | -1.19 | 1.22 | -0.06 | 1.14 | 4.07 | -0.88 | 2.81 | 3.65 | 0.17 | 3.11 | -0.06 | 0.00 | 0.39 | -0.02 | 0.87 | 1.33 | 2.59 | 0.78 | 2.89 | -2.16 | 1.08 | 1.74 | 0.09 | 2.82 | -1.71 | 2.62 | 2.70 | 2.34 | 0.17 | 0.83 | 1.48 | -1.48 |
| Standard Deviation(%) | NA | 1.40 | 1.76 | 1.72 | 2.39 | NA | NA | … | … | NA | 1.73 | 1.89 | 1.84 | 1.66 | 1.76 | 3.52 | 2.36 | 2.93 | 3.08 | 3.24 | 6.76 | 2.48 | 2.24 | 2.40 | 3.61 | 3.70 | 3.21 | 2.78 | 2.41 | 2.45 | 2.70 | 2.89 | 4.61 | 4.02 | 5.16 | 3.02 | 2.53 | 3.01 | 5.38 | 4.98 | 4.43 | 7.65 |
| Draw Down(%) | NA | 1.64 | 3.41 | 3.41 | 7.61 | NA | NA | … | … | 0.00 | 2.02 | 1.19 | 3.41 | 1.79 | 1.07 | 7.16 | 2.06 | 2.82 | 6.29 | 2.68 | 10.15 | 2.29 | 1.43 | 2.52 | 4.60 | 5.25 | 3.60 | 3.49 | 2.44 | 4.58 | 1.60 | 1.68 | 4.35 | 2.46 | 10.61 | 2.58 | 2.33 | 1.67 | 4.68 | 3.92 | 4.60 | 15.46 |
| Yield(%) | 0.00 | 2.01 | 2.75 | 3.00 | 3.41 | 3.54 | 3.95 | … | … | 0.00 | 2.72 | 3.30 | 3.31 | 3.33 | 3.48 | 3.28 | 3.52 | 3.79 | 3.59 | 3.70 | 3.87 | 3.87 | 3.97 | 4.07 | 4.72 | 4.76 | 4.37 | 4.83 | 5.32 | 4.54 | 5.05 | 5.32 | 5.57 | 5.18 | 5.16 | 5.65 | 6.01 | 6.80 | 6.32 | 7.06 | 7.14 | 4.92 |
Data as of 04/16/2019, Common starting date is 03/27/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMNX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS A) |
0.40%
Mar 2016 – Mar 2019 |
1.23%
Apr 2013 – Apr 2018 |
3.20%
Mar 2009 – Mar 2019 |
3.18%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMNX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS A) |
11.18%
Sep 1990 – Sep 1993 |
9.98%
Sep 1987 – Sep 1992 |
8.03%
Sep 1987 – Sep 1997 |
7.43%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart