Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLDMX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND INSTITUTIONAL CLASS) | NA | 0.08% | 3.20% | 2.36% | 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 |
|---|---|---|
| FLDMX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND INSTITUTIONAL 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 | 0.08 | 3.20 | 2.36 | NA | NA | NA | … | … | 0.07 | 4.56 | 4.82 | 0.51 | 1.63 | 1.07 | 0.60 | -0.18 |
| Sharpe Ratio | NA | 0.05 | 1.51 | 0.98 | NA | NA | NA | … | … | 0.05 | 1.80 | 2.21 | -0.57 | 0.63 | 0.55 | 0.31 | -0.19 |
| Standard Deviation(%) | NA | 0.97 | 1.75 | 1.66 | NA | NA | NA | … | … | 0.97 | 2.40 | 1.54 | 1.44 | 1.57 | 1.57 | 1.87 | 1.57 |
| Draw Down(%) | NA | 0.75 | 4.44 | 4.44 | NA | NA | NA | … | … | 0.75 | 4.44 | 0.75 | 1.32 | 0.87 | 1.70 | 0.90 | 0.86 |
| Yield(%) | 0.00 | 1.75 | 2.64 | 2.63 | 1.87 | 1.25 | 0.93 | … | … | 1.54 | 2.79 | 3.14 | 3.24 | 2.67 | 2.63 | 2.63 | 1.02 |
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 |
|---|---|---|---|---|
| FLDMX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND INSTITUTIONAL CLASS) |
0.47%
Apr 2015 – Apr 2018 |
1.45%
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 |
|---|---|---|---|---|
| FLDMX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND INSTITUTIONAL CLASS) |
3.58%
Feb 2018 – Feb 2021 |
2.55%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart