Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIOHX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS A) | NA | 0.54% | 0.18% | 2.03% | 3.21% | 3.29% | 3.82% | … | … |
Data as of 04/16/2019, Common starting date is 04/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIOHX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS A) | 04/29/1987 | 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 | 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 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.54 | 0.18 | 2.03 | 3.21 | 3.29 | 3.82 | … | … | 0.00 | -0.49 | 2.64 | 0.22 | 2.39 | 9.95 | -3.79 | 6.36 | 9.22 | 0.74 | 10.29 | 0.09 | 3.42 | 3.87 | 1.96 | 3.22 | 5.16 | 10.61 | 4.05 | 11.32 | -2.15 | 5.26 | 8.64 | 4.66 | 16.04 | -5.91 | 12.20 | 9.99 | 11.51 | 6.67 | 11.11 | 14.03 | 3.49 |
| Sharpe Ratio | NA | -0.70 | -0.39 | 0.83 | 1.22 | NA | NA | … | … | 0.00 | -1.16 | 1.09 | 0.01 | 1.31 | 4.84 | -1.16 | 2.74 | 3.21 | 0.21 | 2.96 | -0.11 | 0.16 | 0.25 | -0.08 | 0.62 | 1.09 | 2.56 | 0.56 | 2.97 | -2.16 | 0.66 | 1.58 | 0.22 | 2.66 | -1.63 | 2.77 | 2.59 | 2.65 | 0.37 | 1.50 | 1.52 | 0.11 |
| Standard Deviation(%) | NA | 1.36 | 1.74 | 1.80 | 2.40 | NA | NA | … | … | NA | 1.57 | 1.85 | 2.00 | 1.80 | 2.05 | 3.30 | 2.32 | 2.86 | 3.11 | 3.44 | 7.56 | 2.55 | 2.35 | 2.60 | 3.65 | 4.08 | 3.71 | 3.13 | 2.45 | 2.49 | 2.95 | 3.22 | 5.26 | 4.58 | 5.43 | 3.65 | 2.91 | 2.91 | 3.75 | 3.60 | 6.14 | 10.23 |
| Draw Down(%) | NA | 1.65 | 3.86 | 3.86 | 8.23 | NA | NA | … | … | 0.00 | 1.75 | 1.22 | 3.86 | 1.92 | 1.27 | 7.63 | 2.04 | 3.31 | 6.24 | 2.96 | 12.46 | 2.06 | 1.77 | 2.69 | 5.20 | 6.73 | 4.67 | 4.59 | 2.31 | 4.75 | 2.15 | 2.24 | 5.16 | 2.75 | 11.03 | 3.25 | 2.94 | 1.52 | 3.19 | 2.79 | 5.72 | 12.84 |
| Yield(%) | 0.00 | 2.03 | 2.89 | 3.12 | 3.58 | 3.66 | 4.06 | … | … | 0.00 | 2.78 | 3.75 | 3.25 | 3.13 | 3.60 | 3.42 | 3.78 | 4.06 | 3.95 | 4.51 | 4.11 | 4.45 | 4.25 | 4.04 | 4.53 | 4.36 | 5.70 | 5.44 | 6.11 | 4.36 | 5.21 | 5.50 | 5.75 | 5.05 | 4.92 | 5.31 | 5.84 | 6.56 | 6.58 | 7.12 | 7.93 | 5.39 |
Data as of 04/16/2019, Common starting date is 04/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOHX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS A) |
0.33%
Mar 2016 – Mar 2019 |
1.63%
Apr 2013 – Apr 2018 |
3.33%
Mar 2009 – Mar 2019 |
3.14%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOHX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS A) |
12.55%
Sep 1990 – Sep 1993 |
11.48%
Sep 1987 – Sep 1992 |
9.18%
Sep 1987 – Sep 1997 |
8.25%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart