Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVVX (FIRST INVESTORS OPPORTUNITY FUND INSTITUTIONAL CLASS) | 19.65% | 36.06% | 20.61% | 10.96% | 11.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVVX (FIRST INVESTORS OPPORTUNITY FUND INSTITUTIONAL CLASS) | 04/05/2013 | 06/04/2026 |
| 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 (%) | 2.11 | 36.06 | 20.61 | 10.96 | 11.34 | NA | NA | … | … | 19.65 | 12.96 | 14.46 | 11.19 | -9.27 | 31.53 | 0.51 | 30.13 | -15.32 | 19.15 | 8.31 | -0.71 | 6.10 | 30.76 |
| Sharpe Ratio | NA | 2.27 | 1.08 | 0.45 | 0.46 | NA | NA | … | … | 2.91 | 0.54 | 0.78 | 0.48 | -0.44 | 1.83 | 0.01 | 2.25 | -1.05 | 2.01 | 0.55 | -0.05 | 0.43 | 3.26 |
| Standard Deviation(%) | NA | 13.72 | 15.87 | 18.12 | 20.69 | NA | NA | … | … | 15.52 | 18.62 | 13.81 | 15.70 | 24.46 | 17.25 | 43.40 | 12.75 | 16.01 | 9.27 | 14.70 | 14.88 | 14.11 | 13.34 |
| Draw Down(%) | NA | 6.74 | 21.61 | 21.61 | 46.32 | NA | NA | … | … | 6.74 | 19.66 | 8.32 | 14.50 | 20.21 | 7.32 | 46.32 | 6.40 | 24.14 | 4.91 | 12.70 | 14.64 | 10.74 | 5.04 |
| Yield(%) | 0.00 | 10.26 | 9.31 | 7.18 | 9.06 | 8.49 | 6.37 | … | … | 0.00 | 10.22 | 12.38 | 2.62 | 7.83 | 5.45 | 0.00 | 37.10 | 9.00 | 6.71 | 4.51 | 8.22 | 7.28 | 7.95 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FIVVX (FIRST INVESTORS OPPORTUNITY FUND INSTITUTIONAL CLASS) |
-6.59%
Mar 2017 – Mar 2020 |
-3.00%
Mar 2015 – Mar 2020 |
6.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVVX (FIRST INVESTORS OPPORTUNITY FUND INSTITUTIONAL CLASS) |
22.42%
Mar 2020 – Mar 2023 |
17.64%
Mar 2020 – Mar 2025 |
11.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart