Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPILX (First Investors Premium Income Fund – Advisor Class) | NA | -122,971.08% | nan% | nan% | 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 |
|---|---|---|
| FPILX (First Investors Premium Income Fund – Advisor Class) | 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 | -122,971.08 | nan | nan | NA | NA | NA | … | … | -116,052.01 | 10.77 | -0.69 | 10.39 | -0.77 | 10.07 | -2.36 |
| Sharpe Ratio | NA | 1.75 | 0.51 | 0.27 | NA | NA | NA | … | … | 0.79 | 1.75 | -0.23 | 2.17 | -0.04 | 1.78 | -0.57 |
| Standard Deviation(%) | NA | 2.84 | 6.06 | 12.38 | NA | NA | NA | … | … | 2.09 | 3.76 | 9.09 | 4.79 | 25.14 | 4.87 | 7.89 |
| Draw Down(%) | NA | 113,336.38 | 113,336.38 | 113,336.38 | NA | NA | NA | … | … | 113,336.38 | 2.34 | 6.62 | 2.32 | 29.40 | 2.43 | 8.61 |
| Yield(%) | 0.00 | 107.91 | 38.72 | 25.27 | 12.86 | 8.57 | 6.43 | … | … | 101.80 | 1.96 | 1.53 | 1.66 | 3.01 | 4.80 | 1.32 |
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 |
|---|---|---|---|---|
| FPILX (First Investors Premium Income Fund – Advisor Class) |
1.67%
Sep 2019 – Sep 2022 |
3.99%
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 |
|---|---|---|---|---|
| FPILX (First Investors Premium Income Fund – Advisor Class) |
11.51%
Mar 2020 – Mar 2023 |
5.81%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart