Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVCX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND ADVISOR CLASS) | NA | 0.85% | 0.59% | 2.11% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVCX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND ADVISOR CLASS) | 05/06/2013 | 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 | 0.85 | 0.59 | 2.11 | NA | NA | NA | … | … | 0.00 | -0.32 | 3.98 | -0.15 | 2.26 | 9.22 | -6.05 |
| Sharpe Ratio | NA | -0.48 | -0.14 | 0.81 | NA | NA | NA | … | … | 0.00 | -0.98 | 1.56 | -0.15 | 1.20 | 4.55 | -2.21 |
| Standard Deviation(%) | NA | 1.35 | 2.00 | 1.95 | NA | NA | NA | … | … | NA | 1.68 | 2.15 | 2.32 | 1.86 | 2.02 | 4.10 |
| Draw Down(%) | NA | 1.44 | 5.14 | 5.14 | NA | NA | NA | … | … | 0.00 | 2.02 | 1.39 | 5.14 | 2.30 | 1.28 | 8.37 |
| Yield(%) | 0.00 | 2.18 | 2.68 | 2.96 | 1.68 | 1.12 | 0.84 | … | … | 0.00 | 2.91 | 3.07 | 3.08 | 3.18 | 3.51 | 1.88 |
Data as of 04/16/2019, Common starting date is 05/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVCX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND ADVISOR CLASS) |
0.74%
Mar 2016 – Mar 2019 |
2.27%
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 |
|---|---|---|---|---|
| FIVCX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND ADVISOR CLASS) |
5.72%
Aug 2013 – Aug 2016 |
3.30%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart