Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMRX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND INSTITUTIONAL CLASS) | NA | 0.69% | 0.63% | 1.86% | 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 |
|---|---|---|
| FIMRX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND INSTITUTIONAL 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 | 0.69 | 0.63 | 1.86 | NA | NA | NA | … | … | 0.00 | -0.36 | 3.19 | 0.48 | 2.07 | 7.40 | -4.15 |
| Sharpe Ratio | NA | -0.58 | -0.15 | 0.76 | NA | NA | NA | … | … | 0.00 | -0.99 | 1.30 | 0.15 | 1.19 | 4.22 | -1.52 |
| Standard Deviation(%) | NA | 1.40 | 1.78 | 1.75 | NA | NA | NA | … | … | NA | 1.70 | 1.98 | 1.86 | 1.71 | 1.75 | 4.11 |
| Draw Down(%) | NA | 1.55 | 3.20 | 3.20 | NA | NA | NA | … | … | 0.00 | 1.80 | 1.25 | 3.20 | 1.66 | 1.05 | 7.05 |
| Yield(%) | 0.00 | 2.22 | 3.02 | 3.25 | 1.83 | 1.22 | 0.92 | … | … | 0.00 | 2.99 | 3.65 | 3.59 | 3.54 | 3.59 | 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 |
|---|---|---|---|---|
| FIMRX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND INSTITUTIONAL CLASS) |
0.71%
Mar 2016 – Mar 2019 |
1.95%
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 |
|---|---|---|---|---|
| FIMRX (FIRST INVESTORS TAX EXEMPT MINNESOTA FUND INSTITUTIONAL CLASS) |
4.91%
Aug 2013 – Aug 2016 |
3.04%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart