Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVDX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND INSTITUTIONAL CLASS) | NA | 1.36% | 0.78% | 2.25% | 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 |
|---|---|---|
| FIVDX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND INSTITUTIONAL 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 | 1.36 | 0.78 | 2.25 | NA | NA | NA | … | … | 0.50 | -0.26 | 4.23 | -0.18 | 2.25 | 9.25 | -5.61 |
| Sharpe Ratio | NA | -0.09 | -0.04 | 0.87 | NA | NA | NA | … | … | 0.13 | -0.92 | 1.68 | -0.16 | 1.19 | 4.55 | -2.05 |
| Standard Deviation(%) | NA | 1.41 | 2.01 | 1.97 | NA | NA | NA | … | … | 0.65 | 1.72 | 2.16 | 2.30 | 1.87 | 2.03 | 4.11 |
| Draw Down(%) | NA | 1.40 | 5.27 | 5.27 | NA | NA | NA | … | … | 0.00 | 1.95 | 1.45 | 5.27 | 2.21 | 1.35 | 8.15 |
| Yield(%) | 0.00 | 2.74 | 2.82 | 3.04 | 1.72 | 1.15 | 0.86 | … | … | 0.50 | 3.02 | 3.17 | 2.81 | 3.17 | 3.49 | 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 |
|---|---|---|---|---|
| FIVDX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND INSTITUTIONAL CLASS) |
0.91%
Jan 2016 – Jan 2019 |
2.40%
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 |
|---|---|---|---|---|
| FIVDX (FIRST INVESTORS TAX EXEMPT VIRGINIA FUND INSTITUTIONAL CLASS) |
5.87%
Aug 2013 – Aug 2016 |
3.40%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart