Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNYFX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS A) | NA | 3.72% | 4.19% | 3.05% | 4.05% | 3.79% | 3.89% | … | … |
Data as of 01/07/2021, Common starting date is 08/30/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNYFX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS A) | 08/30/1984 | 01/07/2021 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.72 | 4.19 | 3.05 | 4.05 | 3.79 | 3.89 | … | … | 0.00 | 4.44 | 8.21 | 0.00 | 3.33 | 0.13 | 2.74 | 8.95 | -3.74 | 6.53 | 10.52 | 0.59 | 11.53 | -1.42 | 2.87 | 3.55 | 2.16 | 2.48 | 5.06 | 9.99 | 3.15 | 12.41 | -4.01 | 5.59 | 7.82 | 3.37 | 14.54 | -5.03 | 8.85 | 8.77 | 10.98 | 5.42 | 9.45 | 9.37 | -1.89 | 17.03 | 18.91 | 4.74 |
| Sharpe Ratio | NA | 0.40 | 0.61 | 0.53 | 1.02 | NA | NA | … | … | 0.00 | 0.48 | 2.99 | -0.75 | 1.37 | -0.04 | 1.40 | 4.36 | -1.05 | 2.61 | 3.64 | 0.16 | 3.09 | -0.29 | -0.07 | 0.11 | 0.00 | 0.41 | 1.05 | 2.34 | 0.25 | 2.99 | -2.56 | 0.35 | 0.27 | -0.03 | 2.51 | -1.82 | 2.41 | 2.47 | 2.56 | 0.05 | 1.17 | 1.05 | -0.88 | 3.38 | 1.55 | 1.36 |
| Standard Deviation(%) | NA | 8.69 | 5.30 | 4.30 | 3.58 | NA | NA | … | … | NA | 8.70 | 2.27 | 1.77 | 1.98 | 2.10 | 1.93 | 2.05 | 3.59 | 2.50 | 2.88 | 3.08 | 3.70 | 7.97 | 2.43 | 2.22 | 2.43 | 3.73 | 4.18 | 3.81 | 3.29 | 2.80 | 2.82 | 6.48 | 15.61 | 4.88 | 4.26 | 4.39 | 2.80 | 2.56 | 2.81 | 3.04 | 3.20 | 4.44 | 6.73 | 3.79 | 8.87 | 6.30 |
| Draw Down(%) | NA | 12.91 | 12.91 | 12.91 | 12.91 | NA | NA | … | … | 0.00 | 12.91 | 1.92 | 2.28 | 1.59 | 4.19 | 2.10 | 1.31 | 7.99 | 2.44 | 2.65 | 6.25 | 3.05 | 12.25 | 2.08 | 1.57 | 2.79 | 5.66 | 6.66 | 4.31 | 4.82 | 3.32 | 6.80 | 4.66 | 10.86 | 5.06 | 2.75 | 9.25 | 2.23 | 1.97 | 1.50 | 3.03 | 2.49 | 3.79 | 13.58 | 2.22 | 2.64 | 1.81 |
| Yield(%) | 0.00 | 2.73 | 3.16 | 3.20 | 3.66 | 3.64 | 3.83 | … | … | 0.00 | 2.75 | 3.58 | 3.21 | 3.50 | 3.58 | 3.56 | 3.75 | 3.48 | 3.83 | 4.13 | 3.80 | 4.22 | 3.80 | 3.77 | 3.75 | 3.70 | 3.97 | 5.43 | 6.66 | 4.28 | 5.11 | 4.08 | 5.51 | 5.41 | 5.83 | 4.99 | 5.08 | 5.57 | 5.85 | 6.35 | 6.06 | 6.52 | 6.32 | 5.79 | 7.29 | 8.12 | 3.01 |
Data as of 01/07/2021, Common starting date is 08/30/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYFX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS A) |
0.78%
Oct 2015 – Oct 2018 |
1.54%
Nov 2003 – Nov 2008 |
3.07%
Apr 2010 – Apr 2020 |
3.19%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYFX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS A) |
11.49%
Feb 1985 – Feb 1988 |
10.64%
Sep 1984 – Sep 1989 |
8.60%
Sep 1984 – Sep 1994 |
7.46%
Sep 1984 – Sep 1999 |
Annualized Rolling Returns Comparison Chart