Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVBX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS B) | NA | 0.14% | -0.34% | 1.11% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVBX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS B) | 05/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.14 | -0.34 | 1.11 | NA | NA | NA | … | … | 0.00 | -1.24 | 3.06 | -1.46 | 1.14 | 8.28 | -6.19 |
| Sharpe Ratio | NA | -1.13 | -0.63 | 0.31 | NA | NA | NA | … | … | 0.00 | -1.72 | 1.21 | -0.72 | 0.61 | 4.32 | -2.28 |
| Standard Deviation(%) | NA | 1.20 | 1.90 | 1.87 | NA | NA | NA | … | … | NA | 1.49 | 2.03 | 2.30 | 1.83 | 1.91 | 4.05 |
| Draw Down(%) | NA | 1.60 | 5.67 | 5.67 | NA | NA | NA | … | … | 0.00 | 2.50 | 1.57 | 5.67 | 2.49 | 1.34 | 8.36 |
| Yield(%) | 0.00 | 1.56 | 1.82 | 2.08 | 1.22 | 0.82 | 0.61 | … | … | 0.00 | 2.10 | 2.02 | 2.00 | 2.31 | 2.75 | 1.69 |
Data as of 04/16/2019, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVBX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS B) |
-0.19%
Mar 2016 – Mar 2019 |
1.25%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVBX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND CLASS B) |
4.67%
Aug 2013 – Aug 2016 |
2.29%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart