Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINNX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND INSTITUTIONAL CLASS) | NA | 2.36% | 3.53% | 2.97% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 05/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINNX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND INSTITUTIONAL CLASS) | 05/07/2013 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.36 | 3.53 | 2.97 | NA | NA | NA | … | … | 0.00 | 3.00 | 7.08 | 0.55 | 4.36 | 0.69 | 2.21 | 8.86 | -5.65 |
| Sharpe Ratio | NA | 0.25 | 0.50 | 0.52 | NA | NA | NA | … | … | 0.00 | 0.32 | 2.77 | -0.46 | 1.88 | 0.19 | 1.10 | 4.36 | -2.04 |
| Standard Deviation(%) | NA | 8.49 | 5.14 | 4.23 | NA | NA | NA | … | … | NA | 8.50 | 2.05 | 1.69 | 2.00 | 2.48 | 1.99 | 2.03 | 4.18 |
| Draw Down(%) | NA | 12.96 | 12.96 | 12.96 | NA | NA | NA | … | … | 0.00 | 12.96 | 1.69 | 1.85 | 1.25 | 5.21 | 2.49 | 1.33 | 8.32 |
| Yield(%) | 0.00 | 1.62 | 2.70 | 2.96 | 2.36 | 1.57 | 1.18 | … | … | 0.00 | 1.63 | 3.04 | 3.49 | 3.67 | 3.43 | 3.81 | 3.92 | 2.10 |
Data as of 01/07/2021, Common starting date is 05/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINNX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND INSTITUTIONAL CLASS) |
1.54%
Jan 2015 – Jan 2018 |
2.15%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINNX (FIRST INVESTORS TAX EXEMPT NEW JERSEY FUND INSTITUTIONAL CLASS) |
5.97%
Aug 2013 – Aug 2016 |
3.61%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart