Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMTTX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND ADVISOR CLASS) | NA | 1.17% | 0.71% | 2.13% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMTTX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND ADVISOR CLASS) | 05/06/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.17 | 0.71 | 2.13 | NA | NA | NA | … | … | 0.60 | -0.65 | 3.51 | 0.20 | 2.69 | 8.44 | -5.41 |
| Sharpe Ratio | NA | -0.26 | -0.09 | 0.93 | NA | NA | NA | … | … | 0.56 | -1.30 | 1.48 | 0.00 | 1.68 | 4.41 | -2.11 |
| Standard Deviation(%) | NA | 1.23 | 1.73 | 1.71 | NA | NA | NA | … | … | 0.78 | 1.52 | 1.95 | 1.84 | 1.59 | 1.91 | 3.86 |
| Draw Down(%) | NA | 1.00 | 3.35 | 3.35 | NA | NA | NA | … | … | 0.00 | 1.90 | 1.21 | 3.35 | 1.04 | 1.11 | 7.70 |
| Yield(%) | 0.00 | 3.01 | 3.31 | 3.54 | 1.98 | 1.32 | 0.99 | … | … | 0.60 | 3.21 | 3.68 | 3.74 | 3.80 | 3.90 | 2.05 |
Data as of 04/16/2019, Common starting date is 05/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTTX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND ADVISOR CLASS) |
0.68%
Jan 2016 – Jan 2019 |
2.25%
Feb 2014 – Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTTX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND ADVISOR CLASS) |
5.21%
Aug 2013 – Aug 2016 |
3.17%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart