Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISBX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS B) | NA | -12.78% | 3.97% | 3.85% | 8.46% | 7.24% | 4.49% | … | … |
Data as of 09/23/2019, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISBX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS B) | 06/21/1996 | 09/23/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.78 | 3.97 | 3.85 | 8.46 | 7.24 | 4.49 | … | … | 8.81 | -17.70 | 16.37 | 14.99 | -1.80 | 4.82 | 28.99 | 8.44 | 0.80 | 24.85 | 28.70 | -33.63 | 5.16 | 20.77 | 3.33 | 11.10 | 37.02 | -28.22 | -22.92 | -4.55 | 26.27 | 0.83 | 15.34 | 3.29 |
| Sharpe Ratio | NA | -1.01 | 0.23 | 0.23 | 0.49 | NA | NA | … | … | 0.93 | -1.21 | 1.57 | 0.94 | -0.12 | 0.33 | 2.23 | 0.58 | 0.03 | 1.27 | 1.05 | -1.01 | 0.13 | 1.27 | 0.09 | 0.62 | 2.17 | -1.27 | -0.83 | -0.21 | 1.19 | -0.11 | 0.73 | 0.18 |
| Standard Deviation(%) | NA | 14.93 | 12.79 | 14.15 | 16.37 | NA | NA | … | … | 11.61 | 15.77 | 10.05 | 15.71 | 15.04 | 14.63 | 12.98 | 14.65 | 26.53 | 19.47 | 27.29 | 34.15 | 16.83 | 13.87 | 13.49 | 16.28 | 16.78 | 23.15 | 30.77 | 41.57 | 19.42 | 22.49 | 16.02 | 15.86 |
| Draw Down(%) | NA | 24.84 | 26.06 | 26.06 | 26.06 | NA | NA | … | … | 10.03 | 26.06 | 5.37 | 14.60 | 15.24 | 12.64 | 6.16 | 12.77 | 23.31 | 16.43 | 24.18 | 45.23 | 11.59 | 11.44 | 8.88 | 19.47 | 13.65 | 33.21 | 38.10 | 32.47 | 14.36 | 38.03 | 16.65 | 13.68 |
| Yield(%) | 0.00 | 15.78 | 8.48 | 7.43 | 9.54 | 8.27 | 5.60 | … | … | 0.00 | 16.08 | 4.07 | 1.97 | 7.01 | 6.85 | 22.72 | 5.42 | 8.33 | 0.20 | 0.00 | 2.62 | 5.90 | 9.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.88 | 5.56 | 0.00 | 9.39 | 5.59 |
Data as of 09/23/2019, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISBX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS B) |
-24.94%
Feb 2000 – Feb 2003 |
-10.44%
Mar 1998 – Mar 2003 |
-2.51%
Aug 2000 – Aug 2010 |
1.87%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISBX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS B) |
27.27%
Feb 2009 – Feb 2012 |
21.13%
Feb 2009 – Feb 2014 |
12.84%
Feb 2009 – Feb 2019 |
10.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart