Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBIJX (FIRST INVESTORS BALANCED INCOME FUND CLASS A) | NA | -0.11% | 6.32% | NA | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBIJX (FIRST INVESTORS BALANCED INCOME FUND CLASS A) | 10/02/2015 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.11 | 6.32 | NA | NA | NA | NA | … | … | 0.00 | 1.23 | 10.03 | 6.56 | 1.15 |
| Sharpe Ratio | NA | -0.35 | 1.37 | NA | NA | NA | NA | … | … | 0.00 | -0.02 | 3.10 | 1.31 | 0.91 |
| Standard Deviation(%) | NA | 4.29 | 4.04 | NA | NA | NA | NA | … | … | NA | 4.62 | 3.05 | 4.83 | 5.19 |
| Draw Down(%) | NA | 4.63 | 4.88 | NA | NA | NA | NA | … | … | 0.00 | 4.88 | 1.37 | 3.06 | 2.12 |
| Yield(%) | 0.00 | 1.37 | 3.07 | 1.91 | 0.96 | 0.64 | 0.48 | … | … | 0.00 | 2.54 | 4.14 | 2.09 | 0.26 |
Data as of 02/01/2019, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIJX (FIRST INVESTORS BALANCED INCOME FUND CLASS A) |
5.62%
Nov 2015 – Nov 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBIJX (FIRST INVESTORS BALANCED INCOME FUND CLASS A) |
6.29%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart