Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSIFX (FIRST INVESTORS STRATEGIC INCOME FUND CLASS A) | NA | 1.75% | 6.31% | 4.21% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 04/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSIFX (FIRST INVESTORS STRATEGIC INCOME FUND CLASS A) | 04/08/2013 | 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 | 1.75 | 6.31 | 4.21 | NA | NA | NA | … | … | 1.75 | 9.06 | 8.26 | -2.12 | 4.49 | 5.37 | -2.42 | 2.16 | 0.51 |
| Sharpe Ratio | NA | 1.10 | 1.10 | 0.82 | NA | NA | NA | … | … | 1.10 | 1.01 | 3.57 | -1.66 | 1.92 | 1.93 | -0.86 | 0.89 | 0.18 |
| Standard Deviation(%) | NA | 1.56 | 5.25 | 4.27 | NA | NA | NA | … | … | 1.56 | 8.74 | 1.92 | 2.06 | 2.02 | 2.66 | 2.86 | 2.41 | 3.73 |
| Draw Down(%) | NA | 1.85 | 18.70 | 18.70 | NA | NA | NA | … | … | 1.85 | 18.70 | 0.64 | 2.89 | 1.06 | 1.98 | 4.93 | 3.67 | 5.47 |
| Yield(%) | 0.00 | 2.64 | 3.40 | 3.24 | 2.71 | 1.81 | 1.35 | … | … | 2.33 | 3.82 | 3.36 | 3.30 | 3.38 | 3.03 | 3.71 | 3.80 | 1.87 |
Data as of 12/31/2021, Common starting date is 04/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSIFX (FIRST INVESTORS STRATEGIC INCOME FUND CLASS A) |
-1.25%
Mar 2017 – Mar 2020 |
-0.16%
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 |
|---|---|---|---|---|
| FSIFX (FIRST INVESTORS STRATEGIC INCOME FUND CLASS A) |
6.05%
Nov 2018 – Nov 2021 |
4.97%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart