Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIUBX (FIRST INVESTORS EQUITY INCOME FUND CLASS B) | NA | -3.42% | 6.18% | 4.95% | 8.43% | 5.66% | 2.76% | … | … |
Data as of 09/23/2019, Common starting date is 03/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIUBX (FIRST INVESTORS EQUITY INCOME FUND CLASS B) | 03/31/1995 | 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 | -3.42 | 6.18 | 4.95 | 8.43 | 5.66 | 2.76 | … | … | 10.76 | -9.50 | 13.86 | 12.14 | -2.29 | 5.57 | 30.32 | 9.69 | -0.14 | 13.78 | 17.36 | -30.17 | -2.57 | 18.57 | 4.12 | 13.69 | 23.61 | -22.85 | -21.10 | -9.44 | 5.84 | 3.77 | 15.26 | 4.50 | 24.50 |
| Sharpe Ratio | NA | -0.47 | 0.50 | 0.37 | 0.60 | NA | NA | … | … | 1.64 | -0.76 | 2.04 | 1.00 | -0.17 | 0.52 | 2.98 | 0.85 | -0.01 | 0.84 | 0.70 | -0.85 | -0.38 | 1.65 | 0.21 | 1.30 | 1.78 | -1.15 | -1.42 | -0.64 | 0.18 | 0.03 | 1.09 | 0.11 | 4.27 |
| Standard Deviation(%) | NA | 11.74 | 10.24 | 11.64 | 13.41 | NA | NA | … | … | 8.26 | 14.23 | 6.51 | 11.94 | 13.84 | 10.75 | 10.18 | 11.42 | 22.34 | 16.32 | 24.77 | 36.64 | 14.84 | 9.30 | 9.30 | 9.79 | 12.91 | 20.80 | 16.77 | 21.18 | 14.80 | 13.00 | 10.75 | 9.44 | 7.06 |
| Draw Down(%) | NA | 18.01 | 19.08 | 19.08 | 20.27 | NA | NA | … | … | 6.00 | 19.08 | 3.06 | 8.72 | 12.60 | 8.13 | 4.77 | 9.30 | 20.27 | 14.75 | 26.97 | 40.71 | 12.68 | 7.70 | 6.43 | 5.96 | 12.66 | 33.73 | 25.98 | 24.63 | 9.81 | 12.67 | 6.63 | 8.18 | 2.89 |
| Yield(%) | 0.00 | 11.74 | 7.12 | 6.06 | 5.81 | 3.94 | 2.23 | … | … | 0.16 | 12.41 | 4.66 | 3.07 | 4.45 | 5.69 | 2.79 | 1.00 | 0.57 | 1.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.61 | 0.62 | 4.20 |
Data as of 09/23/2019, Common starting date is 03/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIUBX (FIRST INVESTORS EQUITY INCOME FUND CLASS B) |
-23.10%
Mar 2000 – Mar 2003 |
-11.74%
Mar 1998 – Mar 2003 |
-5.24%
Feb 1999 – Feb 2009 |
0.12%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIUBX (FIRST INVESTORS EQUITY INCOME FUND CLASS B) |
20.22%
Feb 2009 – Feb 2012 |
18.12%
Feb 2009 – Feb 2014 |
11.71%
Feb 2009 – Feb 2019 |
8.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart