Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIUUX (FIRST INVESTORS EQUITY INCOME FUND ADVISOR CLASS) | NA | 0.47% | 20.83% | 6.30% | NA | NA | NA | … | … |
Data as of 03/14/2023, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIUUX (FIRST INVESTORS EQUITY INCOME FUND ADVISOR CLASS) | 04/05/2013 | 03/14/2023 |
| 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 (%) | -3.93 | 0.47 | 20.83 | 6.30 | NA | NA | NA | … | … | -2.55 | 3.20 | 5.61 | 0.07 | 22.65 | -8.46 | 15.53 | 12.72 | -1.05 | 6.41 | 19.85 |
| Sharpe Ratio | NA | 0.00 | 0.74 | 0.27 | NA | NA | NA | … | … | -1.30 | 0.09 | 0.31 | 0.00 | 1.96 | -0.69 | 2.32 | 1.04 | -0.08 | 0.59 | 2.59 |
| Standard Deviation(%) | NA | 21.27 | 21.96 | 20.68 | NA | NA | NA | … | … | 14.42 | 21.42 | 18.00 | 34.59 | 10.84 | 14.15 | 6.44 | 11.94 | 13.88 | 10.86 | 10.67 |
| Draw Down(%) | NA | 16.20 | 16.84 | 37.44 | NA | NA | NA | … | … | 6.67 | 16.20 | 13.93 | 37.42 | 6.00 | 18.26 | 2.94 | 8.65 | 12.24 | 8.05 | 4.58 |
| Yield(%) | 2.07 | 9.89 | 15.48 | 12.63 | 10.97 | 7.31 | 5.48 | … | … | 2.03 | 7.73 | 16.22 | 7.46 | 36.27 | 12.99 | 5.52 | 3.69 | 5.36 | 6.65 | 3.14 |
Data as of 03/14/2023, 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 |
|---|---|---|---|---|
| FIUUX (FIRST INVESTORS EQUITY INCOME FUND ADVISOR CLASS) |
-2.60%
Mar 2017 – Mar 2020 |
1.01%
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 |
|---|---|---|---|---|
| FIUUX (FIRST INVESTORS EQUITY INCOME FUND ADVISOR CLASS) |
14.46%
Dec 2018 – Dec 2021 |
10.19%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart