Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPIMX (First Investors Premium Income Fund – Institutional Class) | NA | 8.09% | 5.38% | 5.50% | NA | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 04/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPIMX (First Investors Premium Income Fund – Institutional Class) | 04/02/2018 | 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 | 8.09 | 5.38 | 5.50 | NA | NA | NA | … | … | 1.84 | 10.90 | -0.67 | 10.70 | 0.10 | 10.49 | -1.24 |
| Sharpe Ratio | NA | 1.37 | 0.48 | 0.31 | NA | NA | NA | … | … | 0.40 | 1.71 | -0.22 | 2.15 | -0.01 | 1.77 | -0.38 |
| Standard Deviation(%) | NA | 2.98 | 6.22 | 12.37 | NA | NA | NA | … | … | 2.20 | 3.92 | 9.31 | 4.97 | 24.96 | 5.14 | 7.95 |
| Draw Down(%) | NA | 2.18 | 6.66 | 29.36 | NA | NA | NA | … | … | 0.56 | 2.18 | 6.66 | 2.34 | 29.36 | 2.50 | 8.63 |
| Yield(%) | 0.00 | 7.36 | 5.21 | 5.73 | 6.20 | 4.13 | 3.10 | … | … | 3.34 | 5.20 | 4.28 | 4.40 | 6.95 | 7.09 | 45.43 |
Data as of 05/29/2024, Common starting date is 04/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPIMX (First Investors Premium Income Fund – Institutional Class) |
2.13%
Sep 2019 – Sep 2022 |
4.36%
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 |
|---|---|---|---|---|
| FPIMX (First Investors Premium Income Fund – Institutional Class) |
12.00%
Mar 2020 – Mar 2023 |
6.17%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart