Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMQX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND ADVISOR CLASS) | NA | 0.53% | 0.54% | 1.83% | 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 |
|---|---|---|
| FIMQX (FIRST INVESTORS TAX EXEMPT MINNESOTA 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 | 0.53 | 0.54 | 1.83 | NA | NA | NA | … | … | 0.00 | -0.54 | 3.20 | 0.40 | 2.23 | 7.42 | -4.39 |
| Sharpe Ratio | NA | -0.71 | -0.18 | 0.75 | NA | NA | NA | … | … | 0.00 | -1.11 | 1.34 | 0.10 | 1.32 | 4.16 | -1.61 |
| Standard Deviation(%) | NA | 1.36 | 1.76 | 1.73 | NA | NA | NA | … | … | NA | 1.69 | 1.92 | 1.87 | 1.66 | 1.78 | 4.10 |
| Draw Down(%) | NA | 1.71 | 3.29 | 3.29 | NA | NA | NA | … | … | 0.00 | 2.07 | 1.18 | 3.29 | 1.66 | 1.06 | 7.13 |
| Yield(%) | 0.00 | 2.15 | 2.97 | 3.22 | 1.82 | 1.21 | 0.91 | … | … | 0.00 | 2.89 | 3.58 | 3.60 | 3.55 | 3.60 | 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 |
|---|---|---|---|---|
| FIMQX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND ADVISOR CLASS) |
0.62%
Mar 2016 – Mar 2019 |
1.93%
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 |
|---|---|---|---|---|
| FIMQX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND ADVISOR CLASS) |
4.95%
Aug 2013 – Aug 2016 |
3.04%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart