Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNYJX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND INSTITUTIONAL CLASS) | NA | 2.36% | 3.65% | 2.80% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNYJX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND INSTITUTIONAL CLASS) | 05/06/2013 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.36 | 3.65 | 2.80 | NA | NA | NA | … | … | 0.00 | 3.07 | 7.68 | 0.31 | 3.60 | 0.13 | 2.92 | 9.09 | -5.00 |
| Sharpe Ratio | NA | 0.25 | 0.51 | 0.48 | NA | NA | NA | … | … | 0.00 | 0.33 | 2.86 | -0.56 | 1.47 | -0.04 | 1.47 | 4.45 | -1.81 |
| Standard Deviation(%) | NA | 8.61 | 5.24 | 4.27 | NA | NA | NA | … | … | NA | 8.62 | 2.19 | 1.80 | 2.03 | 2.11 | 1.97 | 2.04 | 4.17 |
| Draw Down(%) | NA | 12.89 | 12.89 | 12.89 | NA | NA | NA | … | … | 0.00 | 12.89 | 1.92 | 2.05 | 1.55 | 4.33 | 2.09 | 1.22 | 7.89 |
| Yield(%) | 0.00 | 1.83 | 2.79 | 3.03 | 2.41 | 1.61 | 1.20 | … | … | 0.00 | 1.84 | 3.09 | 3.51 | 3.77 | 3.51 | 3.79 | 3.89 | 2.02 |
Data as of 01/07/2021, Common starting date is 05/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYJX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND INSTITUTIONAL CLASS) |
0.97%
Oct 2015 – Oct 2018 |
2.10%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYJX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND INSTITUTIONAL CLASS) |
6.03%
Aug 2013 – Aug 2016 |
3.53%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart