Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTPFX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND INSTITUTIONAL CLASS) | NA | 1.18% | 1.24% | 2.56% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTPFX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND INSTITUTIONAL CLASS) | 05/07/2013 | 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 | 1.18 | 1.24 | 2.56 | NA | NA | NA | … | … | 0.00 | 0.41 | 3.88 | 0.92 | 2.92 | 9.62 | -5.16 |
| Sharpe Ratio | NA | -0.23 | 0.20 | 1.12 | NA | NA | NA | … | … | 0.00 | -0.55 | 1.73 | 0.38 | 1.51 | 4.68 | -1.99 |
| Standard Deviation(%) | NA | 1.36 | 1.75 | 1.81 | NA | NA | NA | … | … | NA | 1.68 | 1.89 | 1.90 | 1.91 | 2.05 | 3.93 |
| Draw Down(%) | NA | 1.31 | 2.83 | 2.83 | NA | NA | NA | … | … | 0.00 | 1.38 | 1.16 | 2.83 | 1.70 | 1.15 | 7.97 |
| Yield(%) | 0.00 | 2.43 | 3.60 | 3.74 | 2.10 | 1.40 | 1.05 | … | … | 0.00 | 3.57 | 4.51 | 4.02 | 3.82 | 3.96 | 2.08 |
Data as of 04/16/2019, Common starting date is 05/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPFX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND INSTITUTIONAL CLASS) |
1.37%
Mar 2016 – Mar 2019 |
2.77%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPFX (FIRST INVESTORS TAX EXEMPT PENNSYLVANIA FUND INSTITUTIONAL CLASS) |
6.01%
Aug 2013 – Aug 2016 |
4.01%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart