Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIOKX (FIRST INVESTORS TAX EXEMPT OHIO FUND ADVISOR CLASS) | NA | 0.55% | 0.20% | 1.77% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIOKX (FIRST INVESTORS TAX EXEMPT OHIO FUND ADVISOR CLASS) | 05/06/2013 | 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 | 0.55 | 0.20 | 1.77 | NA | NA | NA | … | … | 0.00 | -0.37 | 2.59 | 0.23 | 1.24 | 9.62 | -5.46 |
| Sharpe Ratio | NA | -0.70 | -0.41 | 0.70 | NA | NA | NA | … | … | 0.00 | -1.05 | 1.13 | 0.01 | 0.70 | 4.63 | -2.18 |
| Standard Deviation(%) | NA | 1.34 | 1.69 | 1.76 | NA | NA | NA | … | … | NA | 1.62 | 1.74 | 1.96 | 1.74 | 2.07 | 3.76 |
| Draw Down(%) | NA | 1.75 | 4.07 | 4.07 | NA | NA | NA | … | … | 0.00 | 1.85 | 1.24 | 4.07 | 2.09 | 1.27 | 7.68 |
| Yield(%) | 0.00 | 1.98 | 2.77 | 3.01 | 1.72 | 1.15 | 0.86 | … | … | 0.00 | 2.77 | 3.46 | 3.16 | 3.10 | 3.61 | 1.99 |
Data as of 04/16/2019, 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 |
|---|---|---|---|---|
| FIOKX (FIRST INVESTORS TAX EXEMPT OHIO FUND ADVISOR CLASS) |
0.33%
Mar 2016 – Mar 2019 |
1.91%
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 |
|---|---|---|---|---|
| FIOKX (FIRST INVESTORS TAX EXEMPT OHIO FUND ADVISOR CLASS) |
5.30%
Aug 2013 – Aug 2016 |
2.98%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart