Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISUX (FIRST INVESTORS SPECIAL SITUATIONS FUND INSTITUTIONAL CLASS) | NA | 21.58% | 12.74% | 6.97% | 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 |
|---|---|---|
| FISUX (FIRST INVESTORS SPECIAL SITUATIONS FUND INSTITUTIONAL 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 | 21.58 | 12.74 | 6.97 | NA | NA | NA | … | … | 21.58 | -2.12 | 20.34 | -16.71 | 18.18 | 16.08 | -0.59 | 6.17 | 22.47 |
| Sharpe Ratio | NA | 1.21 | 0.39 | 0.25 | NA | NA | NA | … | … | 1.21 | -0.05 | 1.27 | -1.14 | 1.76 | 1.00 | -0.04 | 0.42 | 2.35 |
| Standard Deviation(%) | NA | 17.81 | 31.24 | 25.62 | NA | NA | NA | … | … | 17.81 | 48.90 | 14.87 | 15.76 | 10.02 | 15.75 | 15.07 | 14.63 | 13.34 |
| Draw Down(%) | NA | 10.44 | 47.72 | 50.08 | NA | NA | NA | … | … | 10.44 | 47.72 | 10.70 | 25.76 | 5.30 | 14.46 | 14.95 | 12.33 | 5.21 |
| Yield(%) | 0.00 | 0.00 | 5.25 | 5.97 | 6.58 | 4.39 | 3.29 | … | … | 0.00 | 0.00 | 15.73 | 12.06 | 3.22 | 1.73 | 5.68 | 6.08 | 18.26 |
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 |
|---|---|---|---|---|
| FISUX (FIRST INVESTORS SPECIAL SITUATIONS FUND INSTITUTIONAL CLASS) |
-10.48%
Mar 2017 – Mar 2020 |
-4.45%
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 |
|---|---|---|---|---|
| FISUX (FIRST INVESTORS SPECIAL SITUATIONS FUND INSTITUTIONAL CLASS) |
13.00%
Sep 2015 – Sep 2018 |
12.01%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart