Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITRX (FIRST INVESTORS TOTAL RETURN FUND CLASS A) | NA | 4.52% | 9.62% | 4.51% | 5.03% | 5.59% | 6.26% | … | … |
Data as of 05/19/2023, Common starting date is 09/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITRX (FIRST INVESTORS TOTAL RETURN FUND CLASS A) | 09/28/1990 | 05/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.52 | 9.62 | 4.51 | 5.03 | 5.59 | 6.26 | … | … | 0.33 | -10.34 | 1.38 | 2.33 | 18.78 | -7.80 | 11.47 | 6.48 | -1.95 | 3.14 | 22.96 | 12.91 | 2.68 | 13.16 | 20.62 | -21.07 | 3.67 | 10.18 | 4.79 | 7.56 | 20.53 | -12.78 | -9.74 | 2.06 | 13.59 | 15.47 | 17.37 | 9.67 | 22.73 | -6.86 | -2.90 | -1.00 | 20.50 | 4.37 |
| Sharpe Ratio | NA | -0.21 | 0.59 | 0.19 | 0.35 | NA | NA | … | … | -0.55 | -0.76 | 0.08 | 0.09 | 2.58 | -0.97 | 2.56 | 0.77 | -0.22 | 0.41 | 3.00 | 1.65 | 0.19 | 1.22 | 1.52 | -1.12 | 0.07 | 0.95 | 0.37 | 0.89 | 1.99 | -1.04 | -0.99 | -0.13 | 0.89 | 0.75 | 0.86 | 0.40 | 3.04 | -1.23 | -0.41 | -0.38 | 1.63 | 2.63 |
| Standard Deviation(%) | NA | 13.21 | 12.02 | 13.92 | 11.27 | NA | NA | … | … | 7.30 | 15.56 | 16.17 | 23.25 | 6.74 | 9.44 | 4.25 | 8.08 | 8.90 | 7.70 | 7.65 | 7.86 | 14.21 | 10.72 | 13.54 | 19.56 | 9.08 | 7.26 | 7.08 | 7.46 | 9.95 | 13.37 | 12.34 | 14.93 | 11.59 | 16.17 | 16.06 | 15.24 | 6.22 | 7.95 | 12.15 | 8.85 | 10.21 | 5.15 |
| Draw Down(%) | NA | 11.03 | 17.29 | 30.18 | 30.18 | NA | NA | … | … | 6.01 | 17.29 | 14.10 | 30.18 | 2.97 | 14.21 | 2.23 | 6.97 | 9.67 | 6.16 | 4.73 | 6.53 | 12.89 | 9.49 | 14.75 | 29.64 | 6.41 | 6.36 | 4.76 | 7.35 | 7.84 | 19.57 | 17.69 | 9.15 | 7.16 | 11.97 | 7.60 | 9.48 | 3.60 | 10.19 | 11.35 | 10.16 | 4.85 | 1.29 |
| Yield(%) | 0.00 | 4.43 | 8.61 | 9.48 | 7.13 | 6.62 | 7.32 | … | … | 1.06 | 3.47 | 15.76 | 2.50 | 24.17 | 9.23 | 3.62 | 3.28 | 3.68 | 5.03 | 4.29 | 3.79 | 1.99 | 2.66 | 2.03 | 2.73 | 4.30 | 2.43 | 1.62 | 1.40 | 1.85 | 1.38 | 3.00 | 9.31 | 4.65 | 10.73 | 10.70 | 11.76 | 3.36 | 1.60 | 2.09 | 2.31 | 3.09 | 2.40 |
Data as of 05/19/2023, Common starting date is 09/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITRX (FIRST INVESTORS TOTAL RETURN FUND CLASS A) |
-9.37%
Mar 2000 – Mar 2003 |
-2.20%
Feb 2004 – Feb 2009 |
0.20%
Feb 1999 – Feb 2009 |
3.57%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FITRX (FIRST INVESTORS TOTAL RETURN FUND CLASS A) |
18.46%
Feb 2009 – Feb 2012 |
15.97%
Feb 2009 – Feb 2014 |
9.71%
Feb 2009 – Feb 2019 |
7.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart