Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRFEX (FIRST INVESTORS FLOATING RATE FUND ADVISOR CLASS) | NA | 3.20% | 4.32% | 3.21% | 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 |
|---|---|---|
| FRFEX (FIRST INVESTORS FLOATING RATE FUND ADVISOR CLASS) | 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 | 3.20 | 4.32 | 3.21 | NA | NA | NA | … | … | 3.19 | 2.72 | 6.68 | 0.20 | 3.03 | 6.42 | 0.67 | -1.72 | 0.40 |
| Sharpe Ratio | NA | 2.68 | 0.71 | 0.59 | NA | NA | NA | … | … | 2.68 | 0.28 | 2.55 | -0.74 | 2.04 | 4.42 | 0.46 | -1.22 | 4.70 |
| Standard Deviation(%) | NA | 1.18 | 5.33 | 4.22 | NA | NA | NA | … | … | 1.18 | 8.91 | 2.07 | 1.54 | 1.18 | 1.40 | 1.39 | 1.42 | 0.44 |
| Draw Down(%) | NA | 0.42 | 17.91 | 17.91 | NA | NA | NA | … | … | 0.42 | 17.91 | 0.73 | 3.23 | 0.41 | 0.92 | 2.22 | 2.84 | 0.00 |
| Yield(%) | 0.00 | 3.33 | 4.12 | 3.70 | 2.64 | 1.76 | 1.32 | … | … | 2.94 | 4.68 | 4.24 | 3.77 | 3.19 | 3.35 | 3.29 | 2.09 | 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 |
|---|---|---|---|---|
| FRFEX (FIRST INVESTORS FLOATING RATE FUND ADVISOR CLASS) |
-0.44%
Mar 2017 – Mar 2020 |
0.92%
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 |
|---|---|---|---|---|
| FRFEX (FIRST INVESTORS FLOATING RATE FUND ADVISOR CLASS) |
4.62%
Feb 2016 – Feb 2019 |
4.22%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart