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FICTX: FIRST INVESTORS TAX EXEMPT CONNECTICUT FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Single State Interm |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/30/1991 |
| Last Dividend Date: | 12/14/2018 |
| 12-Mo. Yield | 1.91% |
| Expenses | 1.07% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1991 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.0 | 0.8 | 2.1 | 3.3 | 3.8 | 4.8 | 0.0 | -0.3 | 2.6 | 0.1 | 2.5 | 8.9 | -4.1 | 6.6 | 10.5 | -0.1 | 12.9 | -2.0 | 3.0 | 3.8 | 2.5 | 5.1 | 4.9 | 9.7 | 4.3 | 10.5 | -1.9 | 6.2 | 8.8 | 3.8 | 16.7 | -6.7 | 13.7 | 9.5 | 8.8 |
| Sharpe Ratio | NA | -0.55 | -0.33 | 0.76 | 1.16 | NA | NA | 0.88 | 0.0 | -1.1 | 1.05 | -0.05 | 1.35 | 4.78 | -1.17 | 2.54 | 3.38 | -0.06 | 3.4 | -0.38 | -0.01 | 0.24 | 0.13 | 1.08 | 1.1 | 2.57 | 0.69 | 2.73 | -2.02 | 1.01 | 1.7 | 0.06 | 2.84 | -1.65 | 2.94 | 2.08 | 1.87 |
| Draw Down(%) | NA | 1.3 | 3.9 | 3.9 | 8.6 | NA | NA | 12.3 | 0.0 | 1.8 | 1.4 | 3.9 | 2.0 | 1.2 | 7.9 | 2.4 | 3.2 | 6.5 | 3.3 | 12.3 | 1.9 | 1.4 | 2.5 | 4.5 | 5.7 | 4.1 | 4.0 | 2.5 | 4.7 | 1.8 | 2.2 | 5.2 | 2.7 | 12.2 | 3.7 | 4.3 | 2.5 |
| Standard Deviation(%) | NA | 1.2 | 1.7 | 1.7 | 2.5 | NA | NA | 3.5 | NA | 1.5 | 1.9 | 1.9 | 1.8 | 1.8 | 3.5 | 2.6 | 3.1 | 3.2 | 3.8 | 7.8 | 2.4 | 2.3 | 2.4 | 3.8 | 3.8 | 3.3 | 2.8 | 2.3 | 2.6 | 2.8 | 3.1 | 5.1 | 4.5 | 5.9 | 3.9 | 3.4 | 3.2 |
| Treynor Ratio | NA | -0.01 | -0.01 | 0.02 | 0.03 | NA | NA | 0.03 | NA | -0.02 | 0.02 | 0.0 | 0.03 | 0.1 | -0.04 | 0.06 | 0.09 | 0.0 | 0.12 | -0.02 | 0.0 | 0.01 | 0.0 | 0.04 | 0.04 | 0.08 | 0.02 | 0.07 | -0.05 | 0.03 | 0.05 | 0.0 | 0.12 | -0.09 | 0.14 | 0.12 | 0.09 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.57 | 0.72 | 0.77 | 1.0 | NA | NA | 1.04 | 0.0 | 0.79 | 0.8 | 0.71 | 0.87 | 0.91 | 1.14 | 1.13 | 1.19 | 1.13 | 1.1 | 1.38 | 0.97 | 0.94 | 0.94 | 0.95 | 1.14 | 1.01 | 0.97 | 0.98 | 0.96 | 1.01 | 1.09 | 1.18 | 1.04 | 1.13 | 0.85 | 0.57 | 0.66 |
| RSquared | NA | 0.56 | 0.78 | 0.78 | 0.8 | NA | NA | 0.7 | 0.0 | 0.78 | 0.82 | 0.86 | 0.82 | 0.77 | 0.9 | 0.79 | 0.84 | 0.83 | 0.86 | 0.83 | 0.84 | 0.82 | 0.81 | 0.76 | 0.81 | 0.8 | 0.76 | 0.84 | 0.75 | 0.77 | 0.75 | 0.73 | 0.58 | 0.66 | 0.39 | 0.22 | 0.36 |
| Yield(%) | N/A | 1.9 | 2.7 | 2.9 | 3.5 | 3.6 | 4.0 | N/A | 0.0 | 2.6 | 3.2 | 3.2 | 3.1 | 3.5 | 3.3 | 4.1 | 3.9 | 3.5 | 4.1 | 3.8 | 3.7 | 4.1 | 4.4 | 5.2 | 5.4 | 5.3 | 4.5 | 5.2 | 4.6 | 4.6 | 4.8 | 5.2 | 4.9 | 4.7 | 5.2 | 5.7 | 5.5 |
| Dividend Growth(%) | N/A | -41.3 | -18.9 | -20.9 | -26.1 | N/A | N/A | N/A | -100.0 | -18.5 | -1.4 | 0.0 | -6.5 | -1.7 | -17.4 | 12.9 | 8.4 | -8.5 | 2.4 | 2.3 | -11.3 | -7.1 | -15.6 | -5.3 | 7.0 | 16.2 | -8.5 | 4.7 | 2.7 | -1.8 | -8.1 | 17.4 | -6.6 | -2.6 | -5.3 | 5.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1991
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