Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGINX (FIRST INVESTORS GROWTH & INCOME FUND CLASS A) | 16.23% | 40.09% | 25.11% | 12.63% | 10.98% | 10.88% | 8.72% | … | … |
Data as of 06/08/2026, Common starting date is 10/04/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGINX (FIRST INVESTORS GROWTH & INCOME FUND CLASS A) | 10/04/1993 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | -0.05 | 40.09 | 25.11 | 12.63 | 10.98 | 10.88 | 8.72 | … | … | 16.23 | 29.30 | 15.14 | 11.98 | -1.60 | 10.66 | -5.20 | 25.65 | -10.27 | 17.69 | 9.80 | -3.60 | 3.98 | 41.30 | 16.79 | 0.73 | 15.97 | 27.42 | -35.86 | 2.43 | 14.18 | 6.70 | 10.87 | 29.99 | -22.83 | -15.51 | -3.23 | 11.05 | 22.88 | 23.88 | 16.73 | 27.91 | -2.71 | 1.07 |
| Sharpe Ratio | NA | 3.30 | 1.66 | 0.63 | 0.53 | NA | NA | … | … | 2.97 | 1.65 | 0.99 | 0.60 | -0.15 | 0.63 | -0.15 | 2.11 | -0.76 | 2.32 | 0.69 | -0.23 | 0.30 | 3.40 | 1.23 | 0.03 | 0.84 | 1.08 | -0.96 | -0.04 | 0.96 | 0.42 | 0.86 | 1.81 | -1.09 | -1.02 | -0.34 | 0.38 | 1.09 | 1.28 | 1.22 | 3.62 | -0.71 | 0.61 |
| Standard Deviation(%) | NA | 11.63 | 13.45 | 15.82 | 17.59 | NA | NA | … | … | 12.54 | 16.05 | 11.65 | 13.89 | 19.84 | 16.93 | 35.29 | 11.47 | 15.48 | 7.36 | 13.87 | 15.56 | 13.18 | 12.14 | 13.73 | 25.19 | 18.82 | 25.39 | 38.39 | 16.14 | 11.28 | 10.69 | 11.54 | 16.20 | 22.00 | 17.89 | 22.08 | 20.47 | 17.85 | 15.74 | 10.59 | 6.62 | 8.15 | 3.64 |
| Draw Down(%) | NA | 7.76 | 13.28 | 18.66 | 37.37 | NA | NA | … | … | 7.76 | 13.28 | 7.41 | 11.52 | 16.21 | 10.88 | 37.37 | 5.76 | 20.45 | 3.86 | 11.94 | 15.93 | 10.27 | 5.19 | 11.11 | 22.15 | 17.58 | 25.36 | 47.37 | 11.79 | 10.32 | 6.96 | 10.19 | 13.36 | 31.68 | 27.88 | 16.59 | 14.03 | 19.57 | 9.02 | 7.73 | 3.48 | 7.34 | 1.07 |
| Yield(%) | 0.00 | 11.41 | 11.44 | 6.96 | 9.21 | 10.23 | 8.43 | … | … | 0.00 | 12.69 | 12.66 | 7.46 | 2.26 | 2.67 | 1.15 | 42.43 | 17.98 | 5.71 | 5.20 | 5.18 | 5.65 | 5.09 | 1.44 | 1.00 | 1.31 | 0.32 | 1.27 | 2.04 | 2.14 | 0.48 | 0.59 | 0.50 | 0.27 | 0.43 | 9.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/04/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGINX (FIRST INVESTORS GROWTH & INCOME FUND CLASS A) |
-17.18%
Mar 2000 – Mar 2003 |
-6.53%
Feb 2004 – Feb 2009 |
-3.88%
Feb 1999 – Feb 2009 |
2.66%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGINX (FIRST INVESTORS GROWTH & INCOME FUND CLASS A) |
26.86%
May 2023 – May 2026 |
23.16%
Feb 2009 – Feb 2014 |
14.12%
Feb 2009 – Feb 2019 |
11.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart