Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINJX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND CLASS A) | NA | 3.22% | -1.07% | 1.68% | 2.34% | 3.70% | 3.11% | … | … |
Data as of 10/16/2023, Common starting date is 12/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINJX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND CLASS A) | 12/29/1988 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.22 | -1.07 | 1.68 | 2.34 | 3.70 | 3.11 | … | … | 0.82 | -9.90 | 5.57 | 5.41 | 7.47 | 0.30 | 4.13 | 0.62 | 2.21 | 8.79 | -4.29 | 6.56 | 10.65 | 0.34 | 12.64 | -0.89 | 2.85 | 3.57 | 2.39 | 4.09 | 4.97 | 9.50 | 4.07 | 10.41 | -2.40 | 5.83 | 8.24 | 3.51 | 15.20 | -5.99 | 12.24 | 9.19 | 11.32 | 6.39 | 10.15 | 0.62 |
| Sharpe Ratio | NA | -0.17 | -0.79 | 0.07 | 0.41 | NA | NA | … | … | -0.91 | -2.51 | 2.21 | 0.60 | 2.95 | -0.65 | 1.76 | 0.17 | 1.09 | 4.25 | -1.17 | 2.42 | 3.59 | 0.08 | 3.55 | -0.27 | -0.07 | 0.12 | 0.09 | 0.84 | 1.10 | 2.33 | 0.58 | 2.66 | -2.23 | 0.89 | 1.55 | 0.00 | 2.65 | -1.77 | 3.00 | 2.31 | 2.81 | 0.31 | 1.14 | NA |
| Standard Deviation(%) | NA | 3.85 | 3.36 | 4.73 | 3.65 | NA | NA | … | … | 3.52 | 4.52 | 2.50 | 8.56 | 2.06 | 1.59 | 1.99 | 2.40 | 2.01 | 2.06 | 3.69 | 2.71 | 2.96 | 3.12 | 3.53 | 6.79 | 2.42 | 2.25 | 2.34 | 3.73 | 3.89 | 3.61 | 3.05 | 2.40 | 2.52 | 2.81 | 3.04 | 4.86 | 4.29 | 5.05 | 3.37 | 2.92 | 2.69 | 3.64 | 3.88 | 0.00 |
| Draw Down(%) | NA | 3.14 | 13.74 | 13.74 | 13.74 | NA | NA | … | … | 3.14 | 13.67 | 2.00 | 12.92 | 1.68 | 1.84 | 1.25 | 5.06 | 2.58 | 1.36 | 8.46 | 2.36 | 2.86 | 6.18 | 2.93 | 10.98 | 1.95 | 1.63 | 2.32 | 4.15 | 5.90 | 4.46 | 4.65 | 2.68 | 5.24 | 1.98 | 2.17 | 4.91 | 2.52 | 10.49 | 2.71 | 3.57 | 1.41 | 3.39 | 3.35 | 0.00 |
| Yield(%) | 0.00 | 2.77 | 3.98 | 3.80 | 3.64 | 4.26 | 3.84 | … | … | 1.83 | 2.79 | 4.17 | 5.43 | 3.50 | 3.23 | 3.37 | 3.35 | 3.51 | 3.76 | 3.61 | 4.10 | 4.20 | 3.87 | 4.15 | 3.93 | 4.33 | 4.26 | 3.79 | 5.34 | 5.46 | 6.09 | 4.93 | 5.07 | 4.11 | 5.62 | 5.66 | 5.31 | 4.98 | 4.91 | 5.39 | 5.83 | 6.21 | 6.15 | 6.28 | 0.53 |
Data as of 10/16/2023, Common starting date is 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINJX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND CLASS A) |
-1.72%
Oct 2019 – Oct 2022 |
0.50%
Oct 2017 – Oct 2022 |
1.30%
Oct 2012 – Oct 2022 |
2.81%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINJX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND CLASS A) |
12.28%
Sep 1990 – Sep 1993 |
9.54%
Jan 1989 – Jan 1994 |
7.54%
Feb 1989 – Feb 1999 |
6.85%
Mar 1989 – Mar 2004 |
Annualized Rolling Returns Comparison Chart