Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNYHX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND ADVISOR CLASS) | NA | 3.72% | 4.10% | 3.13% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 05/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNYHX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND ADVISOR CLASS) | 05/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.72 | 4.10 | 3.13 | NA | NA | NA | … | … | 0.00 | 4.37 | 7.67 | 0.31 | 3.58 | 0.52 | 3.13 | 9.13 | -5.34 |
| Sharpe Ratio | NA | 0.41 | 0.59 | 0.55 | NA | NA | NA | … | … | 0.00 | 0.48 | 2.81 | -0.56 | 1.46 | 0.14 | 1.55 | 4.41 | -1.97 |
| Standard Deviation(%) | NA | 8.64 | 5.27 | 4.29 | NA | NA | NA | … | … | NA | 8.65 | 2.23 | 1.83 | 2.03 | 2.13 | 2.01 | 2.07 | 4.15 |
| Draw Down(%) | NA | 12.84 | 12.84 | 12.84 | NA | NA | NA | … | … | 0.00 | 12.84 | 1.92 | 2.07 | 1.55 | 4.03 | 2.03 | 1.22 | 7.96 |
| Yield(%) | 0.00 | 2.73 | 3.09 | 3.26 | 2.52 | 1.68 | 1.26 | … | … | 0.00 | 2.74 | 3.08 | 3.51 | 3.75 | 3.83 | 3.80 | 3.90 | 2.02 |
Data as of 01/07/2021, Common starting date is 05/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYHX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND ADVISOR CLASS) |
1.09%
Oct 2015 – Oct 2018 |
2.18%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYHX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND ADVISOR CLASS) |
6.04%
Aug 2013 – Aug 2016 |
3.60%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart