Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMTQX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS B) | NA | -0.11% | -0.40% | 1.00% | 2.63% | 2.64% | 3.21% | … | … |
Data as of 04/16/2019, Common starting date is 01/11/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMTQX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS B) | 01/11/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.11 | -0.40 | 1.00 | 2.63 | 2.64 | 3.21 | … | … | 0.00 | -1.51 | 2.47 | -0.94 | 1.59 | 7.42 | -4.93 | 5.89 | 10.42 | -0.30 | 11.57 | -1.32 | 2.14 | 3.46 | 1.82 | 3.40 | 4.86 | 9.78 | 3.15 | 11.63 | -3.18 | 5.83 | 8.71 | 2.85 | 17.65 |
| Sharpe Ratio | NA | -1.51 | -0.78 | 0.29 | 0.96 | NA | NA | … | … | 0.00 | -2.02 | 1.02 | -0.64 | 1.07 | 4.05 | -1.49 | 2.42 | 3.29 | -0.12 | 3.16 | -0.31 | -0.37 | 0.07 | -0.16 | 0.65 | 1.10 | 2.63 | 0.28 | 3.04 | -2.58 | 0.86 | 1.53 | -0.11 | 2.72 |
| Standard Deviation(%) | NA | 1.06 | 1.62 | 1.59 | 2.44 | NA | NA | … | … | NA | 1.40 | 1.81 | 1.78 | 1.46 | 1.83 | 3.33 | 2.43 | 3.16 | 3.28 | 3.63 | 7.25 | 2.38 | 2.17 | 2.26 | 3.78 | 3.78 | 3.30 | 2.97 | 2.50 | 2.48 | 2.91 | 3.38 | 6.02 | 5.27 |
| Draw Down(%) | NA | 1.27 | 3.79 | 3.79 | 8.97 | NA | NA | … | … | 0.00 | 2.16 | 1.29 | 3.79 | 1.18 | 1.18 | 7.91 | 2.25 | 3.20 | 7.09 | 3.28 | 12.18 | 2.27 | 1.72 | 2.44 | 4.89 | 5.86 | 4.07 | 4.29 | 3.16 | 5.67 | 2.11 | 2.74 | 6.18 | 3.76 |
| Yield(%) | 0.00 | 1.68 | 2.28 | 2.57 | 2.97 | 3.02 | 3.37 | … | … | 0.00 | 2.30 | 2.67 | 2.83 | 2.94 | 3.07 | 2.84 | 3.05 | 3.30 | 2.96 | 3.35 | 3.16 | 3.22 | 3.62 | 3.57 | 4.07 | 4.41 | 3.46 | 3.74 | 4.21 | 3.79 | 3.81 | 4.15 | 4.03 | 4.79 |
Data as of 04/16/2019, Common starting date is 01/11/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTQX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS B) |
-0.33%
Mar 2016 – Mar 2019 |
0.51%
Nov 2012 – Nov 2017 |
2.77%
Mar 2009 – Mar 2019 |
2.52%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTQX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND CLASS B) |
9.43%
May 2000 – May 2003 |
6.88%
Jan 2000 – Jan 2005 |
5.77%
Feb 1995 – Feb 2005 |
5.04%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison Chart