Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINLX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND ADVISOR CLASS) | NA | 3.43% | -0.90% | 1.76% | 2.50% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINLX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND ADVISOR CLASS) | 05/06/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.43 | -0.90 | 1.76 | 2.50 | NA | NA | … | … | 1.06 | -9.71 | -0.08 | 5.31 | 7.01 | 0.57 | 4.36 | 0.95 | 2.57 | 9.06 | -6.09 |
| Sharpe Ratio | NA | -0.12 | -0.73 | 0.09 | 0.45 | NA | NA | … | … | -0.84 | -2.44 | -0.04 | 0.59 | 2.76 | -0.46 | 1.87 | 0.30 | 1.22 | 4.33 | -2.17 |
| Standard Deviation(%) | NA | 3.81 | 3.37 | 4.73 | 3.66 | NA | NA | … | … | 3.48 | 4.56 | 2.44 | 8.55 | 2.03 | 1.66 | 2.00 | 2.44 | 2.09 | 2.09 | 4.20 |
| Draw Down(%) | NA | 3.04 | 13.58 | 13.58 | 13.58 | NA | NA | … | … | 3.04 | 13.53 | 3.21 | 12.94 | 1.69 | 1.86 | 1.25 | 4.92 | 2.42 | 1.34 | 8.54 |
| Yield(%) | 0.00 | 2.98 | 4.15 | 3.88 | 3.80 | 2.41 | 1.80 | … | … | 1.98 | 3.02 | 4.42 | 5.62 | 2.98 | 3.50 | 3.67 | 3.69 | 3.79 | 3.93 | 2.10 |
Data as of 10/16/2023, 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 |
|---|---|---|---|---|
| FINLX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND ADVISOR CLASS) |
-1.53%
Oct 2019 – Oct 2022 |
0.59%
Oct 2017 – Oct 2022 |
2.37%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINLX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND ADVISOR CLASS) |
6.12%
Aug 2013 – Aug 2016 |
4.32%
Nov 2016 – Nov 2021 |
2.62%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart