Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRFNX (FIRST INVESTORS FLOATING RATE FUND INSTITUTIONAL CLASS) | NA | 3.15% | 4.64% | 3.50% | 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 |
|---|---|---|
| FRFNX (FIRST INVESTORS FLOATING RATE FUND INSTITUTIONAL 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 | 3.15 | 4.64 | 3.50 | NA | NA | NA | … | … | 3.14 | 2.97 | 7.43 | 0.51 | 3.21 | 6.64 | 0.84 | -1.39 | 0.10 |
| Sharpe Ratio | NA | 2.50 | 0.77 | 0.66 | NA | NA | NA | … | … | 2.50 | 0.31 | 3.00 | -0.52 | 2.23 | 4.29 | 0.57 | -0.98 | 0.95 |
| Standard Deviation(%) | NA | 1.25 | 5.33 | 4.22 | NA | NA | NA | … | … | 1.25 | 8.91 | 2.01 | 1.58 | 1.16 | 1.50 | 1.44 | 1.44 | 0.52 |
| Draw Down(%) | NA | 0.32 | 17.95 | 17.95 | NA | NA | NA | … | … | 0.32 | 17.95 | 0.73 | 3.29 | 0.41 | 0.90 | 2.14 | 2.79 | 0.20 |
| Yield(%) | 0.00 | 3.39 | 4.37 | 3.92 | 2.79 | 1.86 | 1.40 | … | … | 3.00 | 4.82 | 4.76 | 3.99 | 3.36 | 3.57 | 3.46 | 2.24 | 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 |
|---|---|---|---|---|
| FRFNX (FIRST INVESTORS FLOATING RATE FUND INSTITUTIONAL CLASS) |
-0.01%
Mar 2017 – Mar 2020 |
1.29%
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 |
|---|---|---|---|---|
| FRFNX (FIRST INVESTORS FLOATING RATE FUND INSTITUTIONAL CLASS) |
4.84%
Feb 2016 – Feb 2019 |
4.56%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart