Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTMMX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND INSTITUTIONAL CLASS) | NA | 0.89% | 0.59% | 2.55% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMMX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND INSTITUTIONAL CLASS) | 05/07/2013 | 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 | 0.89 | 0.59 | 2.55 | NA | NA | NA | … | … | 0.00 | 0.05 | 3.10 | 0.36 | 2.86 | 10.81 | -6.21 |
| Sharpe Ratio | NA | -0.50 | -0.16 | 1.13 | NA | NA | NA | … | … | 0.00 | -0.86 | 1.40 | 0.07 | 1.55 | 5.33 | -2.29 |
| Standard Deviation(%) | NA | 1.19 | 1.68 | 1.78 | NA | NA | NA | … | … | NA | 1.48 | 1.77 | 2.00 | 1.83 | 2.03 | 4.09 |
| Draw Down(%) | NA | 0.85 | 3.71 | 3.71 | NA | NA | NA | … | … | 0.00 | 1.43 | 1.09 | 3.71 | 1.19 | 1.28 | 8.95 |
| Yield(%) | 0.00 | 2.52 | 3.19 | 3.56 | 1.97 | 1.32 | 0.99 | … | … | 0.00 | 3.41 | 3.89 | 3.56 | 3.85 | 3.99 | 2.03 |
Data as of 04/16/2019, Common starting date is 05/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMMX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND INSTITUTIONAL CLASS) |
0.70%
Mar 2016 – Mar 2019 |
2.70%
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 |
|---|---|---|---|---|
| FTMMX (FIRST INVESTORS TAX EXEMPT MICHIGAN FUND INSTITUTIONAL CLASS) |
6.21%
Aug 2013 – Aug 2016 |
3.74%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart