Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FITVX (FIRST INVESTORS TOTAL RETURN FUND INSTITUTIONAL CLASS) | NA | 5.61% | 10.29% | 5.06% | 5.48% | NA | NA | … | … |
Data as of 05/19/2023, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FITVX (FIRST INVESTORS TOTAL RETURN FUND INSTITUTIONAL 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 | 5.61 | 10.29 | 5.06 | 5.48 | NA | NA | … | … | 0.38 | -10.09 | 1.65 | 2.69 | 19.32 | -7.45 | 12.09 | 6.37 | -1.59 | 3.53 | 15.97 |
| Sharpe Ratio | NA | -0.20 | 0.45 | 0.18 | 0.33 | NA | NA | … | … | -0.54 | -0.74 | 0.10 | 0.11 | 2.66 | -0.93 | 2.71 | 0.76 | -0.18 | 0.45 | 2.71 |
| Standard Deviation(%) | NA | 13.15 | 16.44 | 16.42 | 12.85 | NA | NA | … | … | 7.19 | 15.49 | 16.82 | 23.30 | 6.74 | 9.42 | 4.25 | 8.09 | 8.90 | 7.74 | 8.14 |
| Draw Down(%) | NA | 11.04 | 25.40 | 30.16 | 30.16 | NA | NA | … | … | 6.01 | 17.17 | 14.06 | 30.16 | 2.97 | 13.86 | 2.21 | 6.94 | 9.53 | 6.21 | 4.67 |
| Yield(%) | 0.00 | 4.65 | 8.94 | 9.78 | 7.43 | 5.19 | 3.89 | … | … | 1.18 | 3.67 | 16.08 | 2.83 | 24.78 | 9.66 | 3.84 | 3.12 | 3.72 | 5.32 | 3.96 |
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 |
|---|---|---|---|---|
| FITVX (FIRST INVESTORS TOTAL RETURN FUND INSTITUTIONAL CLASS) |
-1.21%
Mar 2017 – Mar 2020 |
0.31%
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 |
|---|---|---|---|---|
| FITVX (FIRST INVESTORS TOTAL RETURN FUND INSTITUTIONAL CLASS) |
13.04%
Dec 2018 – Dec 2021 |
8.43%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart