Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVUX (FIRST INVESTORS OPPORTUNITY FUND ADVISOR CLASS) | 18.16% | 34.38% | 20.02% | 10.69% | 11.08% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVUX (FIRST INVESTORS OPPORTUNITY FUND ADVISOR CLASS) | 04/05/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 34.38 | 20.02 | 10.69 | 11.08 | NA | NA | … | … | 18.16 | 3.51 | 14.37 | 11.09 | -9.36 | 31.30 | 0.42 | 29.96 | -15.41 | 19.01 | 8.19 | -0.85 | 5.95 | 30.52 |
| Sharpe Ratio | NA | 2.29 | 1.06 | 0.44 | 0.46 | NA | NA | … | … | 2.91 | 0.03 | 0.78 | 0.48 | -0.44 | 1.81 | 0.00 | 2.23 | -1.05 | 1.99 | 0.54 | -0.06 | 0.42 | 3.23 |
| Standard Deviation(%) | NA | 13.83 | 15.82 | 18.15 | 20.70 | NA | NA | … | … | 15.48 | 21.24 | 13.82 | 15.71 | 24.47 | 17.27 | 43.40 | 12.77 | 16.02 | 9.25 | 14.71 | 14.89 | 14.12 | 13.36 |
| Draw Down(%) | NA | 6.74 | 21.60 | 21.60 | 46.33 | NA | NA | … | … | 6.74 | 19.64 | 8.30 | 14.50 | 20.31 | 7.36 | 46.33 | 6.44 | 24.22 | 4.90 | 12.72 | 14.66 | 10.75 | 5.02 |
| Yield(%) | 0.00 | 11.09 | 9.64 | 7.49 | 9.13 | 8.50 | 6.38 | … | … | 0.00 | 11.04 | 12.61 | 2.46 | 7.23 | 7.35 | 1.00 | 35.78 | 8.92 | 6.65 | 4.46 | 8.15 | 6.98 | 7.43 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FIVUX (FIRST INVESTORS OPPORTUNITY FUND ADVISOR CLASS) |
-6.69%
Mar 2017 – Mar 2020 |
-3.12%
Mar 2015 – Mar 2020 |
6.09%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVUX (FIRST INVESTORS OPPORTUNITY FUND ADVISOR CLASS) |
22.28%
Mar 2020 – Mar 2023 |
17.51%
Mar 2020 – Mar 2025 |
11.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart