Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISTX (FIRST INVESTORS SPECIAL SITUATIONS FUND ADVISOR CLASS) | NA | 21.56% | 12.96% | 7.05% | 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 |
|---|---|---|
| FISTX (FIRST INVESTORS SPECIAL SITUATIONS FUND ADVISOR 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 | 21.56 | 12.96 | 7.05 | NA | NA | NA | … | … | 21.56 | -2.29 | 20.31 | -16.80 | 18.02 | 15.96 | -0.75 | 6.05 | 22.08 |
| Sharpe Ratio | NA | 1.21 | 0.40 | 0.25 | NA | NA | NA | … | … | 1.21 | -0.05 | 1.27 | -1.15 | 1.74 | 1.00 | -0.05 | 0.41 | 2.31 |
| Standard Deviation(%) | NA | 17.78 | 31.26 | 25.63 | NA | NA | NA | … | … | 17.78 | 48.92 | 14.89 | 15.75 | 10.01 | 15.76 | 15.07 | 14.63 | 13.35 |
| Draw Down(%) | NA | 10.40 | 47.74 | 50.13 | NA | NA | NA | … | … | 10.40 | 47.74 | 10.71 | 25.77 | 5.33 | 14.48 | 15.00 | 12.36 | 5.18 |
| Yield(%) | 0.00 | 0.81 | 5.56 | 6.12 | 6.61 | 4.40 | 3.30 | … | … | 0.00 | 1.56 | 15.02 | 12.09 | 3.21 | 1.72 | 5.65 | 5.81 | 18.27 |
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 |
|---|---|---|---|---|
| FISTX (FIRST INVESTORS SPECIAL SITUATIONS FUND ADVISOR CLASS) |
-10.54%
Mar 2017 – Mar 2020 |
-4.55%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISTX (FIRST INVESTORS SPECIAL SITUATIONS FUND ADVISOR CLASS) |
12.86%
Sep 2015 – Sep 2018 |
11.84%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart