Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITDX (FIRST INVESTORS TAX EXEMPT INCOME FUND ADVISOR CLASS) | NA | 4.10% | 3.77% | 2.90% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITDX (FIRST INVESTORS TAX EXEMPT INCOME FUND ADVISOR CLASS) | 05/06/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.10 | 3.77 | 2.90 | NA | NA | NA | … | … | 0.00 | 4.66 | 6.13 | 0.50 | 3.27 | 0.56 | 2.86 | 9.20 | -5.01 |
| Sharpe Ratio | NA | 0.51 | 0.60 | 0.56 | NA | NA | NA | … | … | 0.00 | 0.58 | 2.23 | -0.45 | 1.32 | 0.17 | 1.49 | 4.63 | -1.84 |
| Standard Deviation(%) | NA | 7.62 | 4.70 | 3.85 | NA | NA | NA | … | … | NA | 7.63 | 2.12 | 1.85 | 2.00 | 2.02 | 1.90 | 1.98 | 4.10 |
| Draw Down(%) | NA | 12.02 | 12.02 | 12.02 | NA | NA | NA | … | … | 0.00 | 12.02 | 1.75 | 1.79 | 1.27 | 3.51 | 1.50 | 1.04 | 7.74 |
| Yield(%) | 0.00 | 2.85 | 3.24 | 3.47 | 2.69 | 1.80 | 1.35 | … | … | 0.00 | 2.86 | 3.22 | 3.75 | 4.06 | 4.26 | 4.20 | 4.26 | 2.18 |
Data as of 01/07/2021, Common starting date is 05/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITDX (FIRST INVESTORS TAX EXEMPT INCOME FUND ADVISOR CLASS) |
1.06%
Oct 2015 – Oct 2018 |
1.78%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITDX (FIRST INVESTORS TAX EXEMPT INCOME FUND ADVISOR CLASS) |
5.84%
Aug 2013 – Aug 2016 |
3.60%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart