Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTPEX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND ADVISOR CLASS) | NA | 1.65% | 1.43% | 2.75% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTPEX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND ADVISOR CLASS) | 05/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.65 | 1.43 | 2.75 | NA | NA | NA | … | … | 0.67 | 0.35 | 3.83 | 0.92 | 3.07 | 9.88 | -5.38 |
| Sharpe Ratio | NA | 0.12 | 0.33 | 1.24 | NA | NA | NA | … | … | 0.79 | -0.60 | 1.69 | 0.39 | 1.62 | 4.89 | -2.09 |
| Standard Deviation(%) | NA | 1.41 | 1.74 | 1.79 | NA | NA | NA | … | … | 0.88 | 1.63 | 1.89 | 1.85 | 1.88 | 2.02 | 3.94 |
| Draw Down(%) | NA | 1.36 | 2.83 | 2.83 | NA | NA | NA | … | … | 0.00 | 1.36 | 1.15 | 2.83 | 1.62 | 1.15 | 8.04 |
| Yield(%) | 0.00 | 3.05 | 3.79 | 3.87 | 2.15 | 1.44 | 1.08 | … | … | 0.67 | 3.51 | 4.53 | 4.01 | 3.82 | 3.96 | 2.08 |
Data as of 04/16/2019, 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 |
|---|---|---|---|---|
| FTPEX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND ADVISOR CLASS) |
1.43%
Jan 2016 – Jan 2019 |
2.94%
Feb 2014 – Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPEX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND ADVISOR CLASS) |
6.09%
Aug 2013 – Aug 2016 |
4.04%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart