Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTPAX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS A) | NA | 0.90% | 0.95% | 2.34% | 3.70% | 3.62% | 4.05% | … | … |
Data as of 04/16/2019, Common starting date is 08/30/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTPAX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS A) | 08/30/1990 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.90 | 0.95 | 2.34 | 3.70 | 3.62 | 4.05 | … | … | 0.00 | 0.14 | 3.45 | 0.65 | 2.80 | 9.68 | -3.73 | 7.57 | 10.67 | 0.88 | 10.50 | 0.24 | 3.09 | 3.94 | 2.27 | 2.97 | 4.84 | 10.52 | 4.48 | 11.29 | -2.24 | 5.23 | 9.14 | 3.81 | 17.50 | -6.28 | 12.98 | 9.70 | 10.34 | 5.76 |
| Sharpe Ratio | NA | -0.46 | 0.05 | 1.03 | 1.41 | NA | NA | … | … | 0.00 | -0.74 | 1.53 | 0.25 | 1.46 | 4.74 | -1.09 | 2.84 | 3.72 | 0.26 | 3.31 | -0.10 | 0.03 | 0.30 | 0.04 | 0.56 | 1.14 | 2.72 | 0.72 | 3.00 | -2.08 | 0.62 | 1.68 | 0.06 | 2.79 | -1.61 | 3.04 | 2.37 | 2.38 | 3.82 |
| Standard Deviation(%) | NA | 1.28 | 1.68 | 1.75 | 2.42 | NA | NA | … | … | NA | 1.60 | 1.85 | 1.79 | 1.90 | 2.04 | 3.45 | 2.67 | 2.86 | 3.03 | 3.14 | 6.99 | 2.32 | 2.17 | 2.23 | 3.63 | 3.64 | 3.47 | 3.03 | 2.42 | 2.63 | 3.08 | 3.33 | 5.29 | 4.90 | 5.72 | 3.57 | 3.06 | 2.75 | 3.52 |
| Draw Down(%) | NA | 1.34 | 2.97 | 2.97 | 8.26 | NA | NA | … | … | 0.00 | 1.38 | 1.23 | 2.97 | 1.74 | 1.17 | 8.03 | 2.27 | 2.71 | 6.02 | 2.78 | 11.30 | 1.90 | 1.42 | 1.91 | 5.41 | 5.55 | 3.83 | 4.26 | 2.38 | 5.03 | 1.99 | 2.59 | 5.39 | 3.24 | 11.54 | 2.95 | 3.33 | 1.47 | 1.35 |
| Yield(%) | 0.00 | 2.24 | 3.36 | 3.53 | 3.94 | 3.91 | 4.22 | … | … | 0.00 | 3.31 | 4.25 | 3.74 | 3.64 | 3.85 | 3.58 | 4.10 | 4.30 | 4.26 | 4.23 | 3.96 | 4.10 | 4.39 | 5.15 | 4.53 | 4.96 | 4.99 | 5.11 | 6.05 | 4.62 | 5.26 | 6.04 | 5.39 | 4.98 | 4.83 | 5.39 | 6.02 | 6.08 | 2.44 |
Data as of 04/16/2019, Common starting date is 08/30/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPAX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS A) |
1.07%
Mar 2016 – Mar 2019 |
1.92%
Sep 2003 – Sep 2008 |
3.67%
Sep 1998 – Sep 2008 |
3.48%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPAX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS A) |
12.71%
Sep 1990 – Sep 1993 |
8.75%
Sep 1990 – Sep 1995 |
7.00%
Sep 1990 – Sep 2000 |
6.60%
Sep 1990 – Sep 2005 |
Annualized Rolling Returns Comparison Chart