Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIUVX (FIRST INVESTORS EQUITY INCOME FUND INSTITUTIONAL CLASS) | NA | 0.35% | 20.89% | 6.40% | 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 |
|---|---|---|
| FIUVX (FIRST INVESTORS EQUITY INCOME FUND INSTITUTIONAL 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 (%) | -4.12 | 0.35 | 20.89 | 6.40 | NA | NA | NA | … | … | -2.58 | 3.35 | 5.39 | 0.17 | 22.95 | -8.35 | 15.49 | 12.79 | -1.05 | 6.43 | 20.23 |
| Sharpe Ratio | NA | 0.00 | 0.74 | 0.28 | NA | NA | NA | … | … | -1.34 | 0.09 | 0.30 | 0.00 | 1.99 | -0.68 | 2.29 | 1.05 | -0.08 | 0.59 | 2.63 |
| Standard Deviation(%) | NA | 21.30 | 22.07 | 20.78 | NA | NA | NA | … | … | 14.14 | 21.51 | 18.13 | 34.89 | 10.83 | 14.16 | 6.51 | 11.92 | 13.87 | 10.90 | 10.69 |
| Draw Down(%) | NA | 16.11 | 16.85 | 37.41 | NA | NA | NA | … | … | 6.61 | 16.11 | 13.94 | 37.40 | 5.85 | 18.11 | 2.91 | 8.62 | 12.21 | 8.02 | 4.65 |
| Yield(%) | 2.17 | 10.03 | 15.69 | 12.78 | 11.14 | 7.43 | 5.57 | … | … | 2.12 | 7.79 | 16.46 | 7.49 | 36.71 | 13.37 | 6.47 | 3.69 | 5.34 | 6.67 | 3.08 |
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 |
|---|---|---|---|---|
| FIUVX (FIRST INVESTORS EQUITY INCOME FUND INSTITUTIONAL CLASS) |
-2.49%
Mar 2017 – Mar 2020 |
1.11%
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 |
|---|---|---|---|---|
| FIUVX (FIRST INVESTORS EQUITY INCOME FUND INSTITUTIONAL CLASS) |
14.59%
Dec 2018 – Dec 2021 |
10.31%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart