Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTOTX (FIRST INVESTORS TAX EXEMPT OREGON FUND ADVISOR CLASS) | 2.21% | 8.48% | 4.05% | 1.01% | 1.95% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTOTX (FIRST INVESTORS TAX EXEMPT OREGON FUND ADVISOR CLASS) | 05/09/2013 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 8.48 | 4.05 | 1.01 | 1.95 | NA | NA | … | … | 2.21 | 2.81 | 2.88 | 6.55 | -9.58 | 3.01 | 5.32 | 6.05 | 0.33 | 3.91 | 0.42 | 2.69 | 9.24 | -6.79 |
| Sharpe Ratio | NA | 1.58 | 0.17 | -0.29 | 0.08 | NA | NA | … | … | 0.73 | -0.01 | -0.17 | 0.56 | -2.44 | 1.94 | 0.69 | 2.52 | -0.61 | 1.45 | 0.08 | 1.36 | 4.71 | -2.27 |
| Standard Deviation(%) | NA | 3.68 | 5.44 | 4.89 | 4.38 | NA | NA | … | … | 4.03 | 6.75 | 4.29 | 5.23 | 4.52 | 1.54 | 7.36 | 1.82 | 1.73 | 2.25 | 2.64 | 1.96 | 1.96 | 4.56 |
| Draw Down(%) | NA | 3.25 | 7.86 | 14.51 | 14.51 | NA | NA | … | … | 3.25 | 7.21 | 3.10 | 8.47 | 14.51 | 1.74 | 10.69 | 1.55 | 2.11 | 1.42 | 5.45 | 1.95 | 1.36 | 9.74 |
| Yield(%) | 0.00 | 4.14 | 3.75 | 3.09 | 3.01 | 2.61 | 1.95 | … | … | 1.69 | 3.81 | 3.55 | 3.52 | 2.85 | 2.67 | 3.06 | 2.83 | 3.06 | 3.41 | 3.33 | 3.43 | 3.56 | 1.81 |
Data as of 06/11/2026, Common starting date is 05/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTOTX (FIRST INVESTORS TAX EXEMPT OREGON FUND ADVISOR CLASS) |
-3.17%
Oct 2020 – Oct 2023 |
0.03%
Jul 2020 – Jul 2025 |
1.49%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTOTX (FIRST INVESTORS TAX EXEMPT OREGON FUND ADVISOR CLASS) |
6.26%
Aug 2013 – Aug 2016 |
3.89%
Nov 2016 – Nov 2021 |
2.67%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart