Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMOX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS B) | NA | -0.22% | -0.37% | 0.88% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMOX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS B) | 05/03/2013 | 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 | -0.22 | -0.37 | 0.88 | NA | NA | NA | … | … | 0.00 | -1.54 | 2.18 | -0.59 | 1.22 | 6.44 | -4.73 |
| Sharpe Ratio | NA | -1.40 | -0.76 | 0.21 | NA | NA | NA | … | … | 0.00 | -1.90 | 0.87 | -0.47 | 0.76 | 3.78 | -1.74 |
| Standard Deviation(%) | NA | 1.22 | 1.61 | 1.60 | NA | NA | NA | … | … | NA | 1.51 | 1.80 | 1.70 | 1.56 | 1.70 | 4.07 |
| Draw Down(%) | NA | 1.94 | 3.66 | 3.66 | NA | NA | NA | … | … | 0.00 | 2.74 | 1.33 | 3.66 | 1.95 | 1.20 | 7.36 |
| Yield(%) | 0.00 | 1.42 | 2.08 | 2.35 | 1.37 | 0.91 | 0.69 | … | … | 0.00 | 1.93 | 2.58 | 2.54 | 2.72 | 2.89 | 1.80 |
Data as of 04/16/2019, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMOX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS B) |
-0.29%
Mar 2016 – Mar 2019 |
0.96%
Feb 2014 – Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIMOX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND CLASS B) |
3.97%
Aug 2013 – Aug 2016 |
2.04%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart