Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRFDX (FIRST INVESTORS FLOATING RATE FUND CLASS A) | NA | 3.04% | 4.27% | 3.12% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRFDX (FIRST INVESTORS FLOATING RATE FUND CLASS A) | 10/22/2013 | 12/31/2021 |
| 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 | 3.04 | 4.27 | 3.12 | NA | NA | NA | … | … | 3.03 | 2.43 | 7.01 | 0.10 | 2.85 | 6.24 | 0.42 | -1.70 | 0.20 |
| Sharpe Ratio | NA | 2.56 | 0.70 | 0.57 | NA | NA | NA | … | … | 2.56 | 0.25 | 2.75 | -0.76 | 1.96 | 4.38 | 0.29 | -1.22 | 2.22 |
| Standard Deviation(%) | NA | 1.18 | 5.33 | 4.23 | NA | NA | NA | … | … | 1.18 | 8.92 | 2.04 | 1.61 | 1.13 | 1.37 | 1.37 | 1.40 | 0.46 |
| Draw Down(%) | NA | 0.42 | 17.90 | 17.90 | NA | NA | NA | … | … | 0.42 | 17.90 | 0.73 | 3.27 | 0.41 | 0.82 | 2.32 | 2.90 | 0.10 |
| Yield(%) | 0.00 | 3.15 | 4.04 | 3.60 | 2.53 | 1.69 | 1.27 | … | … | 2.79 | 4.38 | 4.46 | 3.57 | 3.11 | 3.18 | 3.04 | 1.93 | 0.00 |
Data as of 12/31/2021, Common starting date is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRFDX (FIRST INVESTORS FLOATING RATE FUND CLASS A) |
-0.43%
Mar 2017 – Mar 2020 |
0.85%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRFDX (FIRST INVESTORS FLOATING RATE FUND CLASS A) |
4.40%
Feb 2016 – Feb 2019 |
4.10%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart