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FIBCX: First Investors Blue Chip A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 11/30/2011 |
| 12-Mo. Yield | 0.68% |
| Expenses | - |
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Performance Analytics (As of 02/24/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.0 | 15.3 | -1.8 | 1.4 | 2.3 | 3.4 | 0.0 | 0.2 | 9.9 | 20.5 | -32.5 | 3.8 | 13.8 | 3.7 | 6.5 | 25.1 | -26.2 | -19.3 | -6.1 | 24.6 | 18.2 | 26.1 | 11.3 |
| Sharpe Ratio | NA | -0.15 | 0.8 | -0.11 | 0.01 | NA | 0.07 | 0.0 | 0.01 | 0.6 | 0.85 | -0.89 | 0.04 | 1.1 | 0.14 | 0.5 | 1.49 | -1.2 | -1.08 | -0.42 | 1.15 | 0.79 | 1.35 | 1.82 |
| Draw Down(%) | NA | 18.9 | 18.9 | 51.6 | 51.6 | NA | 57.9 | 0.0 | 18.9 | 15.3 | 25.9 | 42.6 | 9.4 | 7.6 | 7.2 | 10.9 | 13.3 | 34.0 | 30.9 | 20.2 | 10.1 | 21.6 | 10.0 | 6.6 |
| Standard Deviation(%) | NA | 20.1 | 19.1 | 23.9 | 19.9 | NA | 19.6 | NA | 20.6 | 16.3 | 23.9 | 37.4 | 15.1 | 9.5 | 10.0 | 11.0 | 16.3 | 22.8 | 20.5 | 24.5 | 18.5 | 18.7 | 16.5 | 10.4 |
| Treynor Ratio | NA | -0.04 | 0.18 | -0.03 | 0.0 | NA | 0.02 | NA | 0.0 | 0.11 | 0.23 | -0.37 | 0.01 | 0.12 | 0.01 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.87 | 0.87 | 0.89 | 0.9 | NA | 0.9 | 0.0 | 0.88 | 0.88 | 0.87 | 0.91 | 0.95 | 0.88 | 0.96 | 0.95 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.96 | 0.98 | 0.79 | NA | 0.52 | 0.0 | 0.94 | 0.98 | 0.99 | 0.99 | 0.99 | 0.9 | 0.98 | 0.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | 1.3 | 0.8 | 0.6 | 2.7 | N/A | 0.0 | 0.7 | 1.1 | 1.2 | 0.8 | 0.7 | 0.4 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 10.9 | 6.3 | 3.6 | 8.7 | 6.6 |
| Dividend Growth(%) | N/A | -29.4 | 29.5 | 371.9 | N/A | N/A | N/A | -100.0 | -29.4 | 1.9 | 10.1 | 10.6 | 112.5 | -31.0 | N/A | N/A | N/A | -100.0 | -99.7 | 100.2 | 102.1 | -51.9 | 37.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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