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FIUTX: FIRST INVESTORS EQUITY INCOME FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/1993 |
| Last Dividend Date: | 03/07/2023 |
| 12-Mo. Yield | 9.61% |
| Expenses | 1.02% |
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Performance Analytics (As of 03/14/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/30/1993 |
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(%) | -4.0 | 0.2 | 15.9 | 6.0 | 8.0 | 7.2 | 8.4 | 6.3 | -4.6 | 3.0 | 21.6 | -0.4 | 23.0 | -8.7 | 14.7 | 13.2 | -1.5 | 6.1 | 31.8 | 10.5 | 0.3 | 14.7 | 19.7 | -29.1 | -1.0 | 19.8 | 5.6 | 14.8 | 25.3 | -20.9 | -19.3 | -1.2 | 15.7 | 11.2 | 23.7 | 7.6 | 32.2 | -8.5 | 1.1 |
| Sharpe Ratio | NA | -0.09 | 0.69 | 0.24 | 0.44 | NA | NA | 0.28 | -1.73 | 0.08 | 1.6 | -0.02 | 2.0 | -0.72 | 2.16 | 1.08 | -0.11 | 0.56 | 3.1 | 0.92 | 0.01 | 0.89 | 0.79 | -0.82 | -0.28 | 1.77 | 0.36 | 1.42 | 1.93 | -1.06 | -1.3 | -0.27 | 0.98 | 0.54 | 1.67 | 0.41 | 3.9 | -1.18 | 0.01 |
| Draw Down(%) | NA | 16.2 | 16.9 | 37.4 | 37.4 | NA | NA | 52.7 | 8.6 | 16.2 | 6.3 | 37.4 | 5.8 | 18.4 | 2.9 | 8.6 | 12.3 | 8.1 | 4.6 | 9.2 | 20.1 | 14.7 | 26.9 | 40.0 | 12.3 | 7.5 | 6.1 | 5.9 | 12.5 | 32.3 | 24.6 | 18.3 | 9.5 | 11.9 | 5.9 | 8.1 | 3.0 | 11.1 | 6.9 |
| Standard Deviation(%) | NA | 21.2 | 22.0 | 20.8 | 16.7 | NA | NA | 16.6 | 14.5 | 21.3 | 13.4 | 34.9 | 10.8 | 14.2 | 6.5 | 12.0 | 13.8 | 10.9 | 10.2 | 11.4 | 22.4 | 16.4 | 24.8 | 36.6 | 14.8 | 9.3 | 9.2 | 9.7 | 12.7 | 20.9 | 16.9 | 19.9 | 12.6 | 14.3 | 12.0 | 9.6 | 7.2 | 9.8 | 7.0 |
| Treynor Ratio | NA | -0.02 | 0.16 | 0.05 | 0.08 | NA | NA | 0.06 | -0.25 | 0.02 | 0.21 | -0.01 | 0.24 | -0.12 | 0.16 | 0.15 | -0.02 | 0.06 | 0.36 | 0.12 | 0.0 | 0.17 | 0.25 | -0.36 | -0.05 | 0.19 | 0.04 | 0.16 | 0.34 | -0.35 | -0.33 | -0.08 | 0.21 | 0.16 | 0.43 | 0.06 | 0.43 | -0.15 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.02 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.04 | -0.06 | -0.02 | 0.03 | 0.01 | 0.03 | -0.03 | 0.02 | -0.04 | -0.02 |
| Beta | NA | 0.97 | 0.93 | 0.94 | 0.93 | NA | NA | 0.8 | 0.99 | 0.96 | 1.02 | 0.94 | 0.91 | 0.87 | 0.88 | 0.89 | 0.89 | 0.96 | 0.88 | 0.88 | 0.93 | 0.88 | 0.77 | 0.83 | 0.86 | 0.89 | 0.83 | 0.86 | 0.72 | 0.63 | 0.66 | 0.67 | 0.58 | 0.47 | 0.46 | 0.64 | 0.65 | 0.76 | 0.76 |
| RSquared | NA | 0.72 | 0.84 | 0.88 | 0.9 | NA | NA | 0.82 | 0.88 | 0.73 | 0.94 | 0.92 | 0.95 | 0.93 | 0.91 | 0.97 | 0.98 | 0.93 | 0.92 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.97 | 0.83 | 0.92 | 0.89 | 0.93 | 0.69 | 0.62 | 0.41 | 0.6 | 0.4 | 0.41 | 0.58 | 0.51 | 0.6 | 0.59 |
| Yield(%) | N/A | 9.6 | 15.2 | 12.5 | 10.7 | 9.2 | 11.8 | N/A | 2.0 | 7.5 | 16.0 | 7.3 | 36.3 | 12.7 | 5.5 | 3.8 | 5.1 | 6.4 | 3.7 | 1.7 | 1.3 | 2.2 | 1.8 | 1.5 | 1.5 | 1.3 | 1.2 | 0.9 | 1.5 | 2.2 | 2.1 | 8.5 | 9.3 | 7.1 | 8.7 | 3.3 | 4.7 | 4.2 | 2.6 |
| Dividend Growth(%) | N/A | -37.4 | -55.2 | 194.0 | 844.4 | N/A | N/A | N/A | -74.8 | -50.0 | 99.1 | -82.8 | 122.3 | 151.0 | 61.3 | -31.2 | -17.8 | 110.4 | 135.0 | 33.7 | -33.3 | 36.6 | -9.8 | -2.6 | 35.3 | 14.9 | 48.0 | -26.5 | -48.5 | -14.8 | -77.6 | -4.2 | 36.8 | -6.6 | 169.9 | -10.7 | -1.3 | 61.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1993
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See LARGE VALUE Asset Class Trend Rankings |
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