Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTPDX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS B) | NA | 0.25% | -0.17% | 1.35% | 2.80% | 2.77% | 3.13% | … | … |
Data as of 04/16/2019, Common starting date is 01/11/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTPDX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS B) | 01/11/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.25 | -0.17 | 1.35 | 2.80 | 2.77 | 3.13 | … | … | 0.00 | -0.70 | 1.46 | -0.05 | 1.95 | 8.81 | -4.56 | 6.84 | 9.77 | 0.28 | 9.68 | -0.44 | 2.32 | 3.18 | 1.51 | 2.22 | 3.71 | 9.95 | 3.05 | 9.48 | -3.03 | 3.65 | 7.00 | 2.39 | 17.10 |
| Sharpe Ratio | NA | -1.07 | -0.67 | 0.50 | 1.08 | NA | NA | … | … | 0.00 | -1.43 | 0.49 | -0.15 | 1.08 | 4.56 | -1.36 | 2.67 | 3.51 | 0.07 | 3.11 | -0.20 | -0.32 | -0.05 | -0.31 | 0.35 | 0.84 | 2.60 | 0.25 | 2.42 | -2.81 | 0.12 | 1.06 | -0.21 | 2.81 |
| Standard Deviation(%) | NA | 1.16 | 1.54 | 1.63 | 2.33 | NA | NA | … | … | NA | 1.42 | 1.70 | 1.69 | 1.78 | 1.93 | 3.39 | 2.56 | 2.77 | 2.94 | 3.08 | 6.97 | 2.25 | 2.14 | 2.13 | 3.60 | 3.60 | 3.40 | 2.91 | 2.25 | 2.23 | 2.80 | 3.26 | 5.28 | 4.91 |
| Draw Down(%) | NA | 1.62 | 3.23 | 3.23 | 8.81 | NA | NA | … | … | 0.00 | 1.84 | 1.16 | 3.23 | 1.95 | 1.22 | 8.33 | 2.27 | 2.78 | 6.12 | 2.72 | 11.74 | 2.19 | 1.63 | 2.05 | 5.55 | 5.91 | 3.84 | 4.25 | 2.45 | 5.40 | 2.19 | 2.63 | 5.52 | 3.17 |
| Yield(%) | 0.00 | 1.61 | 2.70 | 2.87 | 3.23 | 3.22 | 3.43 | … | … | 0.00 | 2.51 | 3.46 | 3.14 | 3.03 | 3.16 | 2.90 | 3.40 | 3.54 | 3.66 | 3.53 | 3.30 | 3.35 | 3.59 | 4.35 | 3.81 | 3.80 | 4.44 | 3.81 | 4.33 | 3.84 | 3.74 | 4.07 | 4.04 | 4.87 |
Data as of 04/16/2019, Common starting date is 01/11/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPDX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS B) |
-0.05%
Mar 2016 – Mar 2019 |
0.89%
Nov 2012 – Nov 2017 |
2.69%
Sep 1998 – Sep 2008 |
2.62%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPDX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND CLASS B) |
8.54%
May 2000 – May 2003 |
6.01%
Feb 2008 – Feb 2013 |
4.83%
Feb 1995 – Feb 2005 |
4.45%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart