Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTORX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS A) | 1.93% | 8.11% | 3.81% | 0.79% | 1.78% | 2.61% | 3.05% | … | … |
Data as of 06/03/2026, Common starting date is 06/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTORX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS A) | 06/30/1992 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 8.11 | 3.81 | 0.79 | 1.78 | 2.61 | 3.05 | … | … | 1.93 | 2.55 | 2.62 | 6.27 | -9.85 | 2.82 | 5.01 | 6.50 | -0.05 | 3.71 | 0.07 | 2.40 | 9.05 | -5.08 | 6.51 | 11.26 | 0.29 | 12.91 | -1.22 | 2.57 | 4.05 | 2.53 | 3.36 | 4.97 | 9.83 | 4.05 | 11.04 | -1.96 | 6.29 | 9.97 | 4.11 | 17.51 | -6.64 | 13.13 | 3.78 |
| Sharpe Ratio | NA | 1.37 | 0.18 | -0.36 | 0.03 | NA | NA | … | … | 0.40 | -0.05 | -0.23 | 0.51 | -2.53 | 1.85 | 0.64 | 2.69 | -0.83 | 1.41 | -0.05 | 1.20 | 4.77 | -1.33 | 2.36 | 3.42 | 0.06 | 3.38 | -0.27 | -0.23 | 0.28 | 0.12 | 0.66 | 1.12 | 2.54 | 0.56 | 2.86 | -2.01 | 0.92 | 1.88 | 0.08 | 2.85 | -1.55 | 3.12 | 2.15 |
| Standard Deviation(%) | NA | 3.69 | 5.44 | 4.86 | 4.36 | NA | NA | … | … | 4.06 | 6.71 | 4.28 | 5.23 | 4.47 | 1.52 | 7.37 | 1.87 | 1.74 | 2.17 | 2.61 | 1.97 | 1.90 | 3.86 | 2.75 | 3.29 | 3.48 | 3.79 | 8.04 | 2.48 | 2.24 | 2.31 | 3.58 | 3.80 | 3.42 | 2.88 | 2.39 | 2.65 | 3.07 | 3.34 | 5.45 | 4.75 | 6.26 | 3.49 | 2.49 |
| Draw Down(%) | NA | 3.24 | 7.97 | 14.65 | 14.65 | NA | NA | … | … | 3.24 | 7.15 | 3.13 | 8.70 | 14.65 | 1.74 | 10.74 | 1.55 | 2.26 | 1.34 | 5.64 | 2.10 | 1.38 | 9.69 | 2.94 | 3.10 | 7.16 | 3.50 | 12.89 | 2.48 | 1.62 | 2.38 | 4.97 | 6.17 | 4.31 | 4.08 | 2.47 | 5.17 | 2.24 | 2.33 | 5.55 | 2.60 | 12.14 | 2.71 | 2.59 |
| Yield(%) | 0.00 | 3.54 | 3.40 | 2.82 | 2.81 | 3.09 | 3.32 | … | … | 1.25 | 3.56 | 3.30 | 3.27 | 2.62 | 2.42 | 2.77 | 3.27 | 2.76 | 3.21 | 2.97 | 3.14 | 3.39 | 3.13 | 3.28 | 3.82 | 3.53 | 3.92 | 3.68 | 3.58 | 3.73 | 4.23 | 4.40 | 4.27 | 4.09 | 4.47 | 5.05 | 4.52 | 4.62 | 4.88 | 5.25 | 5.30 | 4.98 | 5.23 | 2.14 |
Data as of 06/03/2026, Common starting date is 06/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTORX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS A) |
-3.43%
Oct 2020 – Oct 2023 |
-0.22%
Jul 2020 – Jul 2025 |
0.78%
Oct 2012 – Oct 2022 |
2.04%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTORX (FIRST INVESTORS TAX EXEMPT OREGON FUND CLASS A) |
11.00%
Nov 1994 – Nov 1997 |
7.81%
Nov 1994 – Nov 1999 |
7.04%
Nov 1994 – Nov 2004 |
6.08%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart