Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITCX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS B) | NA | 5.20% | 0.78% | 1.38% | 2.46% | 2.58% | 3.35% | … | … |
Data as of 09/23/2019, Common starting date is 01/11/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITCX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS B) | 01/11/1995 | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.20 | 0.78 | 1.38 | 2.46 | 2.58 | 3.35 | … | … | 3.91 | -0.68 | 1.30 | -0.52 | 1.67 | 8.19 | -3.90 | 6.62 | 9.45 | -0.16 | 9.51 | -1.33 | 2.63 | 1.99 | 0.95 | 2.72 | 4.27 | 9.36 | 1.99 | 11.12 | -4.31 | 4.84 | 7.62 | 2.03 | 14.99 |
| Sharpe Ratio | NA | 2.55 | -0.15 | 0.41 | 0.88 | NA | NA | … | … | 2.85 | -1.27 | 0.34 | -0.38 | 0.97 | 4.30 | -1.11 | 2.52 | 3.21 | -0.08 | 2.91 | -0.35 | -0.17 | -0.59 | -0.47 | 0.45 | 0.88 | 2.19 | -0.10 | 2.83 | -2.92 | 0.48 | 1.31 | -0.28 | 2.59 |
| Standard Deviation(%) | NA | 1.43 | 1.80 | 1.77 | 2.41 | NA | NA | … | … | 1.36 | 1.58 | 2.00 | 1.94 | 1.70 | 1.90 | 3.56 | 2.63 | 2.94 | 3.04 | 3.24 | 6.43 | 2.35 | 2.21 | 2.60 | 3.92 | 4.06 | 3.77 | 3.37 | 2.50 | 2.58 | 3.13 | 3.12 | 5.12 | 4.49 |
| Draw Down(%) | NA | 0.89 | 3.59 | 4.26 | 8.11 | NA | NA | … | … | 0.43 | 2.54 | 1.35 | 3.82 | 1.81 | 1.12 | 7.83 | 2.20 | 2.97 | 6.39 | 2.80 | 10.97 | 2.20 | 2.33 | 2.82 | 5.73 | 6.29 | 4.60 | 5.21 | 2.98 | 6.76 | 2.76 | 2.53 | 5.61 | 2.97 |
| Yield(%) | 0.00 | 2.37 | 2.70 | 2.89 | 3.16 | 3.14 | 3.68 | … | … | 1.45 | 2.72 | 3.14 | 3.29 | 3.24 | 3.40 | 3.17 | 3.44 | 3.74 | 3.50 | 3.89 | 3.59 | 3.48 | 3.26 | 3.47 | 4.29 | 4.68 | 6.15 | 3.84 | 4.47 | 3.73 | 3.78 | 4.28 | 4.23 | 4.85 |
Data as of 09/23/2019, Common starting date is 01/11/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITCX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS B) |
-0.31%
Oct 2015 – Oct 2018 |
0.67%
Apr 2013 – Apr 2018 |
2.62%
Sep 1998 – Sep 2008 |
2.42%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITCX (FIRST INVESTORS TAX EXEMPT INCOME FUND CLASS B) |
8.73%
May 2000 – May 2003 |
6.19%
Jan 2000 – Jan 2005 |
4.86%
Feb 1995 – Feb 2005 |
4.29%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart