Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIOEX (FIRST INVESTORS INTERNATIONAL OPPORTUNITIES BOND FUND INSTITUTIONAL CLASS) | NA | -6.57% | 1.29% | 2.24% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIOEX (FIRST INVESTORS INTERNATIONAL OPPORTUNITIES BOND FUND INSTITUTIONAL CLASS) | 04/05/2013 | 12/31/2021 |
| 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 | -6.57 | 1.29 | 2.24 | NA | NA | NA | … | … | -6.55 | 11.06 | 0.07 | -5.89 | 13.04 | 2.36 | -9.34 | 2.19 | -3.91 |
| Sharpe Ratio | NA | -1.81 | 0.11 | 0.20 | NA | NA | NA | … | … | -1.81 | 1.14 | -0.26 | -1.07 | 2.03 | 0.23 | -1.36 | 0.45 | -0.79 |
| Standard Deviation(%) | NA | 3.62 | 6.58 | 6.54 | NA | NA | NA | … | … | 3.62 | 9.45 | 5.20 | 6.77 | 6.13 | 9.16 | 6.87 | 4.85 | 6.67 |
| Draw Down(%) | NA | 8.13 | 12.68 | 15.59 | NA | NA | NA | … | … | 8.13 | 12.68 | 5.82 | 11.73 | 4.57 | 9.69 | 11.01 | 5.54 | 9.17 |
| Yield(%) | 0.00 | 21.01 | 8.75 | 6.71 | 3.58 | 2.39 | 1.79 | … | … | 20.95 | 3.59 | 0.19 | 1.97 | 4.97 | 0.72 | 3.12 | 2.97 | 1.87 |
Data as of 12/31/2021, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOEX (FIRST INVESTORS INTERNATIONAL OPPORTUNITIES BOND FUND INSTITUTIONAL CLASS) |
-2.42%
Mar 2018 – Mar 2021 |
-0.89%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOEX (FIRST INVESTORS INTERNATIONAL OPPORTUNITIES BOND FUND INSTITUTIONAL CLASS) |
3.92%
Jan 2016 – Jan 2019 |
3.90%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart