Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTOBX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS B) | NA | 4.34% | 0.04% | 1.05% | NA | NA | NA | … | … |
Data as of 09/23/2019, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTOBX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS B) | 05/03/2013 | 09/23/2019 |
| 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 | 4.34 | 0.04 | 1.05 | NA | NA | NA | … | … | 3.38 | -2.28 | 2.14 | -0.63 | 1.52 | 8.24 | -6.93 |
| Sharpe Ratio | NA | 2.29 | -0.52 | 0.20 | NA | NA | NA | … | … | 3.11 | -2.37 | 0.71 | -0.32 | 0.81 | 4.47 | -2.32 |
| Standard Deviation(%) | NA | 1.18 | 1.96 | 1.94 | NA | NA | NA | … | … | 1.01 | 1.52 | 2.13 | 2.58 | 1.84 | 1.84 | 4.43 |
| Draw Down(%) | NA | 1.10 | 5.09 | 6.41 | NA | NA | NA | … | … | 0.30 | 4.19 | 1.99 | 5.84 | 2.33 | 1.44 | 9.80 |
| Yield(%) | 0.00 | 0.42 | 1.20 | 1.67 | 1.13 | 0.75 | 0.56 | … | … | 0.19 | 0.88 | 1.90 | 2.19 | 2.43 | 2.66 | 1.62 |
Data as of 09/23/2019, 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 |
|---|---|---|---|---|
| FTOBX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS B) |
-0.53%
Oct 2015 – Oct 2018 |
0.99%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTOBX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS B) |
5.19%
Aug 2013 – Aug 2016 |
2.28%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart