Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIOJX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS B) | NA | -0.29% | -0.63% | 1.15% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIOJX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS B) | 05/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.29 | -0.63 | 1.15 | NA | NA | NA | … | … | 0.00 | -1.45 | 1.72 | -0.65 | 1.47 | 9.02 | -5.77 |
| Sharpe Ratio | NA | -1.45 | -0.97 | 0.37 | NA | NA | NA | … | … | 0.00 | -1.92 | 0.69 | -0.47 | 0.86 | 4.61 | -2.34 |
| Standard Deviation(%) | NA | 1.23 | 1.56 | 1.64 | NA | NA | NA | … | … | NA | 1.45 | 1.60 | 1.82 | 1.69 | 1.95 | 3.67 |
| Draw Down(%) | NA | 1.94 | 4.26 | 4.26 | NA | NA | NA | … | … | 0.00 | 2.58 | 1.22 | 4.21 | 2.16 | 1.33 | 7.78 |
| Yield(%) | 0.00 | 1.22 | 1.98 | 2.18 | 1.30 | 0.86 | 0.65 | … | … | 0.00 | 1.75 | 2.69 | 2.23 | 2.16 | 2.87 | 1.84 |
Data as of 04/16/2019, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOJX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS B) |
-0.50%
Mar 2016 – Mar 2019 |
1.29%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOJX (FIRST INVESTORS TAX EXEMPT OHIO FUND CLASS B) |
4.85%
Aug 2013 – Aug 2016 |
2.39%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart