Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTMJX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS B) | NA | 0.08% | -0.25% | 1.72% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMJX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS B) | 05/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.08 | -0.25 | 1.72 | NA | NA | NA | … | … | 0.00 | -1.08 | 2.03 | -0.28 | 2.14 | 9.87 | -6.75 |
| Sharpe Ratio | NA | -1.35 | -0.72 | 0.72 | NA | NA | NA | … | … | 0.00 | -1.89 | 0.85 | -0.26 | 1.27 | 5.07 | -2.47 |
| Standard Deviation(%) | NA | 1.04 | 1.54 | 1.64 | NA | NA | NA | … | … | NA | 1.27 | 1.64 | 1.85 | 1.66 | 1.94 | 4.06 |
| Draw Down(%) | NA | 1.04 | 3.84 | 3.84 | NA | NA | NA | … | … | 0.00 | 1.68 | 1.15 | 3.84 | 1.41 | 1.35 | 9.13 |
| Yield(%) | 0.00 | 1.73 | 2.50 | 2.79 | 1.57 | 1.05 | 0.79 | … | … | 0.00 | 2.40 | 3.10 | 3.01 | 2.99 | 3.16 | 1.88 |
Data as of 04/16/2019, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMJX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS B) |
-0.14%
Mar 2016 – Mar 2019 |
1.88%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMJX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND CLASS B) |
5.35%
Aug 2013 – Aug 2016 |
2.90%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart