Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPIKX (First Investors Premium Income Fund -) | NA | 7.71% | 5.02% | 4.93% | NA | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 04/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPIKX (First Investors Premium Income Fund -) | 04/03/2018 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.71 | 5.02 | 4.93 | NA | NA | NA | … | … | 1.77 | 10.47 | -0.98 | 10.19 | -1.14 | 9.88 | -2.60 |
| Sharpe Ratio | NA | 1.41 | 0.44 | 0.27 | NA | NA | NA | … | … | 0.35 | 1.66 | -0.26 | 2.13 | -0.05 | 1.77 | -0.61 |
| Standard Deviation(%) | NA | 2.76 | 6.04 | 12.32 | NA | NA | NA | … | … | 1.99 | 3.78 | 9.07 | 4.77 | 25.06 | 4.80 | 7.90 |
| Draw Down(%) | NA | 2.34 | 6.79 | 29.42 | NA | NA | NA | … | … | 0.61 | 2.34 | 6.79 | 2.32 | 29.42 | 2.53 | 8.82 |
| Yield(%) | 0.00 | 107.66 | 38.48 | 24.88 | 12.64 | 8.42 | 6.32 | … | … | 101.68 | 1.66 | 1.34 | 1.36 | 2.18 | 4.61 | 1.18 |
Data as of 05/29/2024, Common starting date is 04/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPIKX (First Investors Premium Income Fund -) |
1.43%
Sep 2019 – Sep 2022 |
3.70%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPIKX (First Investors Premium Income Fund -) |
11.18%
Mar 2020 – Mar 2023 |
5.54%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart