Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLDLX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND ADVISOR CLASS) | NA | -0.01% | 3.05% | 2.19% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 05/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLDLX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND ADVISOR CLASS) | 05/21/2014 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.01 | 3.05 | 2.19 | NA | NA | NA | … | … | -0.02 | 4.38 | 4.65 | 0.34 | 1.39 | 0.95 | 0.34 | -0.24 |
| Sharpe Ratio | NA | -0.04 | 1.39 | 0.86 | NA | NA | NA | … | … | -0.04 | 1.73 | 1.90 | -0.66 | 0.52 | 0.48 | 0.17 | -0.27 |
| Standard Deviation(%) | NA | 1.04 | 1.80 | 1.68 | NA | NA | NA | … | … | 1.04 | 2.38 | 1.70 | 1.50 | 1.47 | 1.55 | 1.80 | 1.49 |
| Draw Down(%) | NA | 0.76 | 4.34 | 4.34 | NA | NA | NA | … | … | 0.76 | 4.34 | 0.75 | 1.35 | 0.80 | 1.74 | 0.92 | 0.88 |
| Yield(%) | 0.00 | 1.66 | 2.48 | 2.49 | 1.77 | 1.18 | 0.88 | … | … | 1.46 | 2.60 | 2.97 | 3.08 | 2.54 | 2.51 | 2.46 | 0.96 |
Data as of 12/31/2021, Common starting date is 05/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDLX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND ADVISOR CLASS) |
0.27%
Mar 2015 – Mar 2018 |
1.28%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDLX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND ADVISOR CLASS) |
3.45%
Apr 2018 – Apr 2021 |
2.37%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart