Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVAX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS A) | NA | 0.63% | 0.42% | 1.99% | 3.26% | 3.24% | 3.75% | … | … |
Data as of 04/16/2019, Common starting date is 08/30/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVAX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS A) | 08/30/1990 | 04/16/2019 |
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.63 | 0.42 | 1.99 | 3.26 | 3.24 | 3.75 | … | … | 0.00 | -0.57 | 3.95 | -0.32 | 2.13 | 9.28 | -4.33 | 5.94 | 10.10 | 1.22 | 10.43 | -0.67 | 2.64 | 3.95 | 2.33 | 4.03 | 4.97 | 9.95 | 4.04 | 11.47 | -2.63 | 5.69 | 9.03 | 3.88 | 16.64 | -5.97 | 12.24 | 9.90 | 11.16 | 5.14 |
| Sharpe Ratio | NA | -0.67 | -0.22 | 0.74 | 1.20 | NA | NA | … | … | 0.00 | -1.20 | 1.56 | -0.22 | 1.10 | 4.55 | -1.21 | 2.37 | 3.63 | 0.40 | 3.33 | -0.20 | -0.16 | 0.30 | 0.07 | 0.82 | 1.12 | 2.59 | 0.58 | 2.92 | -2.18 | 0.62 | 1.61 | 0.07 | 2.75 | -1.63 | 2.84 | 2.35 | 2.54 | 2.98 |
| Standard Deviation(%) | NA | 1.29 | 1.98 | 1.95 | 2.47 | NA | NA | … | … | NA | 1.58 | 2.13 | 2.36 | 1.91 | 2.03 | 3.59 | 2.50 | 2.77 | 2.80 | 3.11 | 7.82 | 2.50 | 2.17 | 2.39 | 3.76 | 3.83 | 3.42 | 2.99 | 2.55 | 2.69 | 3.83 | 3.40 | 5.48 | 4.65 | 5.46 | 3.56 | 3.16 | 2.91 | 3.81 |
| Draw Down(%) | NA | 1.49 | 5.16 | 5.16 | 8.72 | NA | NA | … | … | 0.00 | 2.05 | 1.40 | 5.16 | 2.22 | 1.35 | 8.24 | 2.56 | 2.45 | 5.27 | 2.65 | 12.55 | 2.37 | 1.39 | 2.62 | 4.63 | 5.90 | 4.21 | 4.18 | 2.61 | 5.14 | 2.70 | 2.38 | 5.46 | 3.01 | 10.73 | 3.22 | 4.12 | 1.94 | 1.83 |
| Yield(%) | 0.00 | 2.04 | 2.57 | 2.87 | 3.38 | 3.51 | 3.91 | … | … | 0.00 | 2.73 | 2.97 | 2.98 | 3.13 | 3.50 | 3.24 | 3.49 | 3.89 | 3.74 | 3.96 | 3.77 | 4.18 | 4.55 | 4.39 | 5.25 | 4.95 | 4.57 | 5.06 | 5.57 | 4.61 | 5.25 | 5.11 | 5.72 | 4.94 | 4.67 | 5.21 | 5.94 | 6.12 | 2.72 |
Data as of 04/16/2019, Common starting date is 08/30/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVAX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS A) |
0.57%
Mar 2016 – Mar 2019 |
1.41%
Nov 2012 – Nov 2017 |
3.39%
Feb 2009 – Feb 2019 |
3.13%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVAX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS A) |
12.70%
Sep 1990 – Sep 1993 |
8.67%
Sep 1990 – Sep 1995 |
7.02%
Sep 1990 – Sep 2000 |
6.61%
Sep 1990 – Sep 2005 |
Annualized Rolling Returns Comparison Chart