Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITUX (FIRST INVESTORS TOTAL RETURN FUND ADVISOR CLASS) | NA | 5.28% | 10.08% | 4.89% | 5.35% | NA | NA | … | … |
Data as of 05/19/2023, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITUX (FIRST INVESTORS TOTAL RETURN FUND ADVISOR CLASS) | 04/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.28 | 10.08 | 4.89 | 5.35 | NA | NA | … | … | 0.42 | -10.13 | 1.53 | 2.56 | 19.19 | -7.55 | 12.06 | 6.32 | -1.59 | 3.53 | 15.64 |
| Sharpe Ratio | NA | -0.19 | 0.45 | 0.18 | 0.33 | NA | NA | … | … | -0.53 | -0.75 | 0.09 | 0.10 | 2.62 | -0.94 | 2.68 | 0.76 | -0.18 | 0.46 | 2.68 |
| Standard Deviation(%) | NA | 13.19 | 16.46 | 16.44 | 12.86 | NA | NA | … | … | 7.22 | 15.51 | 16.87 | 23.29 | 6.78 | 9.41 | 4.28 | 8.04 | 8.92 | 7.72 | 8.06 |
| Draw Down(%) | NA | 11.02 | 25.43 | 30.21 | 30.21 | NA | NA | … | … | 5.97 | 17.17 | 14.10 | 30.21 | 2.98 | 13.94 | 2.21 | 6.90 | 9.50 | 6.11 | 4.67 |
| Yield(%) | 0.00 | 4.64 | 8.87 | 9.71 | 7.36 | 5.14 | 3.85 | … | … | 1.14 | 3.67 | 16.00 | 2.72 | 24.62 | 9.52 | 3.89 | 3.12 | 3.88 | 5.27 | 3.75 |
Data as of 05/19/2023, 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 |
|---|---|---|---|---|
| FITUX (FIRST INVESTORS TOTAL RETURN FUND ADVISOR CLASS) |
-1.31%
Mar 2017 – Mar 2020 |
0.24%
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 |
|---|---|---|---|---|
| FITUX (FIRST INVESTORS TOTAL RETURN FUND ADVISOR CLASS) |
12.90%
Dec 2018 – Dec 2021 |
8.32%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart