Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTMIX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS A) | NA | 0.83% | 0.48% | 2.47% | 3.64% | 3.37% | 3.79% | … | … |
Data as of 04/16/2019, Common starting date is 02/27/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMIX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS A) | 02/27/1987 | 04/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.83 | 0.48 | 2.47 | 3.64 | 3.37 | 3.79 | … | … | 0.00 | -0.10 | 2.81 | 0.40 | 2.82 | 10.78 | -5.77 | 7.24 | 11.45 | 0.98 | 10.51 | -1.35 | 2.86 | 3.68 | 2.38 | 3.29 | 5.02 | 9.73 | 3.89 | 10.94 | -3.00 | 5.59 | 9.37 | 3.79 | 17.00 | -6.39 | 13.79 | 10.40 | 11.19 | 6.74 | 10.40 | 13.22 | -4.81 |
| Sharpe Ratio | NA | -0.58 | -0.23 | 1.10 | 1.34 | NA | NA | … | … | 0.00 | -1.03 | 1.21 | 0.10 | 1.54 | 5.24 | -1.62 | 2.79 | 3.74 | 0.29 | 3.00 | -0.37 | -0.06 | 0.17 | 0.09 | 0.63 | 1.17 | 2.55 | 0.53 | 2.83 | -2.31 | 0.70 | 1.69 | 0.05 | 2.83 | -1.66 | 2.93 | 2.67 | 2.78 | 0.43 | 0.81 | 1.52 | -1.15 |
| Standard Deviation(%) | NA | 1.14 | 1.65 | 1.76 | 2.49 | NA | NA | … | … | NA | 1.39 | 1.81 | 1.92 | 1.81 | 2.06 | 3.59 | 2.59 | 3.05 | 3.04 | 3.47 | 6.08 | 2.46 | 2.30 | 2.45 | 3.73 | 3.70 | 3.38 | 2.99 | 2.44 | 2.70 | 3.23 | 3.44 | 5.49 | 4.65 | 5.63 | 3.98 | 2.97 | 2.66 | 3.41 | 5.79 | 5.59 | 8.43 |
| Draw Down(%) | NA | 0.84 | 3.55 | 3.55 | 9.70 | NA | NA | … | … | 0.00 | 1.43 | 1.09 | 3.55 | 1.27 | 1.29 | 8.94 | 2.13 | 2.83 | 6.23 | 3.04 | 10.50 | 2.06 | 1.74 | 2.38 | 4.74 | 5.77 | 4.07 | 4.35 | 2.68 | 5.68 | 2.42 | 2.67 | 5.53 | 2.64 | 11.57 | 3.40 | 3.44 | 1.42 | 3.09 | 4.15 | 5.16 | 17.19 |
| Yield(%) | 0.00 | 2.36 | 3.13 | 3.46 | 3.93 | 3.86 | 4.15 | … | … | 0.00 | 3.18 | 3.77 | 3.68 | 3.65 | 3.87 | 3.48 | 3.87 | 4.33 | 4.94 | 4.30 | 3.95 | 3.93 | 4.72 | 5.70 | 5.12 | 4.92 | 6.30 | 4.71 | 5.96 | 4.17 | 5.23 | 5.23 | 5.42 | 5.10 | 4.72 | 5.48 | 5.90 | 6.55 | 6.56 | 6.33 | 7.40 | 5.27 |
Data as of 04/16/2019, Common starting date is 02/27/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMIX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS A) |
0.58%
Mar 2016 – Mar 2019 |
1.63%
Nov 2012 – Nov 2017 |
3.40%
Sep 1998 – Sep 2008 |
3.25%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMIX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS A) |
13.03%
Sep 1990 – Sep 1993 |
11.25%
Sep 1987 – Sep 1992 |
9.21%
Sep 1987 – Sep 1997 |
8.14%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart