Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIUTX (FIRST INVESTORS EQUITY INCOME FUND CLASS A) | NA | 0.23% | 20.57% | 6.03% | 8.04% | 7.23% | 8.37% | … | … |
Data as of 03/14/2023, Common starting date is 06/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIUTX (FIRST INVESTORS EQUITY INCOME FUND CLASS A) | 06/30/1993 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.96 | 0.23 | 20.57 | 6.03 | 8.04 | 7.23 | 8.37 | … | … | -4.65 | 3.03 | 21.56 | -0.41 | 23.00 | -8.74 | 14.71 | 13.21 | -1.49 | 6.05 | 31.83 | 10.45 | 0.33 | 14.71 | 19.66 | -29.08 | -0.99 | 19.78 | 5.56 | 14.82 | 25.25 | -20.92 | -19.25 | -1.22 | 15.71 | 11.20 | 23.73 | 7.60 | 32.20 | -8.50 | 1.13 |
| Sharpe Ratio | NA | -0.09 | 0.69 | 0.24 | 0.44 | NA | NA | … | … | -1.73 | 0.08 | 1.60 | -0.02 | 2.00 | -0.72 | 2.16 | 1.08 | -0.11 | 0.56 | 3.10 | 0.92 | 0.01 | 0.89 | 0.79 | -0.82 | -0.28 | 1.77 | 0.36 | 1.42 | 1.93 | -1.06 | -1.30 | -0.27 | 0.98 | 0.54 | 1.67 | 0.41 | 3.90 | -1.18 | 0.01 |
| Standard Deviation(%) | NA | 21.22 | 22.05 | 20.76 | 16.72 | NA | NA | … | … | 14.54 | 21.34 | 13.45 | 34.91 | 10.76 | 14.18 | 6.53 | 12.04 | 13.81 | 10.87 | 10.25 | 11.41 | 22.43 | 16.44 | 24.76 | 36.62 | 14.80 | 9.26 | 9.19 | 9.73 | 12.68 | 20.88 | 16.89 | 19.91 | 12.60 | 14.26 | 11.99 | 9.57 | 7.24 | 9.85 | 7.03 |
| Draw Down(%) | NA | 16.21 | 16.90 | 37.42 | 37.42 | NA | NA | … | … | 8.58 | 16.21 | 6.33 | 37.42 | 5.85 | 18.43 | 2.93 | 8.56 | 12.30 | 8.11 | 4.58 | 9.15 | 20.14 | 14.74 | 26.90 | 39.96 | 12.28 | 7.45 | 6.09 | 5.87 | 12.50 | 32.33 | 24.56 | 18.28 | 9.47 | 11.89 | 5.91 | 8.06 | 3.03 | 11.11 | 6.88 |
| Yield(%) | 2.04 | 9.61 | 15.20 | 12.48 | 10.74 | 9.18 | 11.83 | … | … | 2.00 | 7.48 | 16.03 | 7.28 | 36.30 | 12.74 | 5.54 | 3.82 | 5.13 | 6.40 | 3.70 | 1.73 | 1.29 | 2.16 | 1.83 | 1.47 | 1.45 | 1.26 | 1.17 | 0.89 | 1.47 | 2.22 | 2.11 | 8.50 | 9.27 | 7.11 | 8.69 | 3.31 | 4.72 | 4.22 | 2.56 |
Data as of 03/14/2023, Common starting date is 06/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIUTX (FIRST INVESTORS EQUITY INCOME FUND CLASS A) |
-19.49%
Mar 2000 – Mar 2003 |
-6.45%
Mar 1998 – Mar 2003 |
-2.32%
Feb 1999 – Feb 2009 |
2.39%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIUTX (FIRST INVESTORS EQUITY INCOME FUND CLASS A) |
22.60%
Mar 1997 – Mar 2000 |
19.68%
Mar 1995 – Mar 2000 |
12.72%
Feb 2009 – Feb 2019 |
9.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart