Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSIHX (FIRST INVESTORS STRATEGIC INCOME FUND ADVISOR CLASS) | NA | 1.93% | 6.55% | 4.50% | 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 |
|---|---|---|
| FSIHX (FIRST INVESTORS STRATEGIC INCOME FUND ADVISOR CLASS) | 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 | 1.93 | 6.55 | 4.50 | NA | NA | NA | … | … | 1.92 | 8.81 | 8.69 | -1.78 | 4.87 | 5.83 | -2.03 | 2.54 | 0.55 |
| Sharpe Ratio | NA | 1.15 | 1.13 | 0.88 | NA | NA | NA | … | … | 1.15 | 0.97 | 3.76 | -1.52 | 2.03 | 2.15 | -0.71 | 0.99 | 0.19 |
| Standard Deviation(%) | NA | 1.65 | 5.28 | 4.30 | NA | NA | NA | … | … | 1.65 | 8.78 | 1.94 | 2.04 | 2.10 | 2.60 | 2.91 | 2.54 | 3.77 |
| Draw Down(%) | NA | 1.83 | 18.90 | 18.90 | NA | NA | NA | … | … | 1.83 | 18.90 | 0.64 | 2.51 | 1.16 | 1.85 | 4.56 | 3.59 | 5.45 |
| Yield(%) | 0.00 | 2.83 | 3.65 | 3.52 | 2.96 | 1.97 | 1.48 | … | … | 2.50 | 4.02 | 3.66 | 3.64 | 3.75 | 3.36 | 4.11 | 4.17 | 2.11 |
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 |
|---|---|---|---|---|
| FSIHX (FIRST INVESTORS STRATEGIC INCOME FUND ADVISOR CLASS) |
-0.87%
Mar 2017 – Mar 2020 |
0.24%
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 |
|---|---|---|---|---|
| FSIHX (FIRST INVESTORS STRATEGIC INCOME FUND ADVISOR CLASS) |
6.31%
Nov 2018 – Nov 2021 |
5.31%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart