Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITAX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS A) | NA | 4.43% | 4.00% | 2.89% | 4.03% | 3.76% | 3.94% | … | … |
Data as of 01/07/2021, Common starting date is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITAX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS A) | 01/30/1980 | 01/07/2021 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.43 | 4.00 | 2.89 | 4.03 | 3.76 | 3.94 | … | … | 0.00 | 4.98 | 6.89 | 0.12 | 3.04 | 0.09 | 2.49 | 8.84 | -3.21 | 7.25 | 10.37 | 0.40 | 10.43 | -0.68 | 3.32 | 3.41 | 1.71 | 3.98 | 4.86 | 10.22 | 3.51 | 11.93 | -3.96 | 5.88 | 8.27 | 2.82 | 16.02 | -5.62 | 9.89 | 8.05 | 9.67 | 6.03 | 9.34 | 9.99 | 2.33 | 15.38 | 18.50 | 8.42 | 13.55 | 36.67 | -5.37 | -11.28 |
| Sharpe Ratio | NA | 0.56 | 0.65 | 0.56 | 1.10 | NA | NA | … | … | 0.00 | 0.62 | 2.49 | -0.68 | 1.24 | -0.06 | 1.38 | 4.40 | -0.90 | 2.80 | 3.36 | 0.10 | 3.09 | -0.25 | 0.12 | 0.05 | -0.17 | 0.74 | 1.01 | 2.37 | 0.35 | 2.92 | -2.49 | 0.75 | 1.44 | -0.13 | 2.70 | -1.65 | 2.52 | 2.25 | 2.48 | 0.28 | 1.21 | 1.32 | -0.27 | 3.51 | 3.69 | 0.21 | 1.13 | 2.39 | -1.32 | -1.37 |
| Standard Deviation(%) | NA | 7.58 | 4.67 | 3.83 | 3.32 | NA | NA | … | … | NA | 7.58 | 2.20 | 1.77 | 1.96 | 1.96 | 1.78 | 2.01 | 3.61 | 2.59 | 3.07 | 3.21 | 3.34 | 6.47 | 2.43 | 2.33 | 2.65 | 4.07 | 4.13 | 3.85 | 3.44 | 2.70 | 2.88 | 3.43 | 3.29 | 5.10 | 4.51 | 5.21 | 3.09 | 2.50 | 2.38 | 2.69 | 2.99 | 4.03 | 6.22 | 3.18 | 3.60 | 7.86 | 6.58 | 12.17 | 11.62 | 14.79 |
| Draw Down(%) | NA | 12.03 | 12.03 | 12.03 | 12.03 | NA | NA | … | … | 0.00 | 12.03 | 1.77 | 1.84 | 1.27 | 3.56 | 1.63 | 1.07 | 7.62 | 2.19 | 2.86 | 6.21 | 2.79 | 10.45 | 2.02 | 1.59 | 2.75 | 4.90 | 6.52 | 4.59 | 5.15 | 3.02 | 6.84 | 2.70 | 2.41 | 5.50 | 2.89 | 10.21 | 2.85 | 2.58 | 1.09 | 2.20 | 1.82 | 2.52 | 10.38 | 1.09 | 1.86 | 5.48 | 2.71 | 2.50 | 13.25 | 12.77 |
| Yield(%) | 0.00 | 3.15 | 3.45 | 3.47 | 3.94 | 3.90 | 4.11 | … | … | 0.00 | 3.17 | 3.82 | 3.48 | 3.84 | 3.89 | 3.83 | 4.03 | 3.76 | 4.15 | 4.50 | 4.17 | 4.66 | 4.32 | 4.14 | 4.62 | 4.22 | 5.51 | 5.15 | 6.98 | 5.22 | 5.21 | 4.08 | 4.78 | 4.99 | 4.89 | 5.60 | 5.27 | 7.32 | 6.82 | 6.34 | 6.99 | 7.73 | 6.86 | 7.09 | 8.02 | 8.97 | 8.68 | 9.14 | 10.77 | 9.16 | 7.02 |
Data as of 01/07/2021, Common starting date is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITAX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS A) |
0.73%
Oct 2015 – Oct 2018 |
1.56%
Apr 2013 – Apr 2018 |
3.04%
Apr 2010 – Apr 2020 |
3.23%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITAX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS A) |
20.56%
Jan 1982 – Jan 1985 |
18.26%
Jan 1982 – Jan 1987 |
12.73%
Sep 1981 – Sep 1991 |
10.41%
Sep 1981 – Sep 1996 |
Annualized Rolling Returns Comparison Chart