Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMTUX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND INSTITUTIONAL CLASS) | NA | 0.64% | 0.45% | 1.88% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMTUX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND INSTITUTIONAL CLASS) | 05/07/2013 | 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 | 0.64 | 0.45 | 1.88 | NA | NA | NA | … | … | 0.00 | -0.55 | 3.52 | -0.17 | 2.47 | 8.35 | -5.20 |
| Sharpe Ratio | NA | -0.69 | -0.24 | 0.79 | NA | NA | NA | … | … | 0.00 | -1.21 | 1.46 | -0.21 | 1.57 | 4.42 | -2.05 |
| Standard Deviation(%) | NA | 1.23 | 1.73 | 1.70 | NA | NA | NA | … | … | NA | 1.55 | 1.99 | 1.83 | 1.56 | 1.88 | 3.83 |
| Draw Down(%) | NA | 0.96 | 3.65 | 3.65 | NA | NA | NA | … | … | 0.00 | 1.87 | 1.36 | 3.65 | 1.12 | 1.11 | 7.70 |
| Yield(%) | 0.00 | 2.41 | 3.04 | 3.37 | 1.90 | 1.27 | 0.95 | … | … | 0.00 | 3.24 | 3.70 | 3.45 | 3.80 | 3.89 | 2.05 |
Data as of 04/16/2019, Common starting date is 05/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTUX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND INSTITUTIONAL CLASS) |
0.52%
Mar 2016 – Mar 2019 |
2.03%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMTUX (FIRST INVESTORS TAX EXEMPT NORTH CAROLINA FUND INSTITUTIONAL CLASS) |
5.13%
Aug 2013 – Aug 2016 |
3.06%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart