Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMTNX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS A) | NA | 0.35% | -0.08% | 1.52% | 2.64% | 2.90% | 3.60% | … | … |
Data as of 04/16/2019, Common starting date is 06/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMTNX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS A) | 06/30/1992 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.35 | -0.08 | 1.52 | 2.64 | 2.90 | 3.60 | … | … | 0.00 | -0.83 | 2.14 | -0.17 | 2.44 | 8.25 | -4.26 | 6.67 | 8.58 | -3.11 | 12.30 | -0.65 | 2.88 | 4.21 | 2.62 | 4.41 | 5.45 | 10.43 | 3.94 | 12.46 | -2.35 | 7.14 | 9.57 | 3.70 | 18.20 | -6.45 | 13.59 | 3.79 |
| Sharpe Ratio | NA | -0.97 | -0.55 | 0.58 | 0.95 | NA | NA | … | … | 0.00 | -1.42 | 0.78 | -0.21 | 1.53 | 4.30 | -1.27 | 2.62 | 2.80 | -1.01 | 3.30 | -0.22 | -0.06 | 0.39 | 0.19 | 0.90 | 1.25 | 2.76 | 0.53 | 3.14 | -1.99 | 1.29 | 1.40 | 0.03 | 2.76 | -1.49 | 2.83 | 1.69 |
| Standard Deviation(%) | NA | 1.17 | 1.71 | 1.69 | 2.47 | NA | NA | … | … | NA | 1.52 | 1.94 | 1.82 | 1.58 | 1.91 | 3.38 | 2.55 | 3.06 | 3.15 | 3.70 | 7.29 | 2.45 | 2.33 | 2.40 | 3.84 | 3.82 | 3.38 | 3.09 | 2.68 | 2.81 | 2.95 | 4.31 | 6.23 | 5.21 | 6.30 | 4.05 | 3.25 |
| Draw Down(%) | NA | 1.06 | 3.42 | 3.42 | 10.00 | NA | NA | … | … | 0.00 | 1.86 | 1.28 | 3.42 | 1.06 | 1.13 | 7.69 | 2.20 | 3.20 | 7.87 | 3.24 | 12.04 | 1.97 | 1.54 | 2.38 | 4.48 | 6.00 | 4.00 | 4.23 | 3.02 | 5.30 | 1.98 | 3.09 | 6.06 | 3.65 | 12.02 | 3.53 | 3.92 |
| Yield(%) | 0.00 | 2.20 | 2.89 | 3.21 | 3.07 | 3.32 | 3.79 | … | … | 0.00 | 2.97 | 3.35 | 3.53 | 3.63 | 3.79 | 3.51 | 3.74 | 1.68 | 0.00 | 4.12 | 3.89 | 3.94 | 4.34 | 4.28 | 5.04 | 4.91 | 4.08 | 4.50 | 5.05 | 4.62 | 5.06 | 4.93 | 4.84 | 5.10 | 4.86 | 5.29 | 2.32 |
Data as of 04/16/2019, Common starting date is 06/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTNX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS A) |
-0.01%
Mar 2016 – Mar 2019 |
1.06%
Nov 2012 – Nov 2017 |
2.79%
Mar 2009 – Mar 2019 |
2.81%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTNX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS A) |
10.92%
Nov 1994 – Nov 1997 |
7.92%
Oct 1992 – Oct 1997 |
7.39%
Nov 1994 – Nov 2004 |
6.34%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart