Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIBCX (First Investors Blue Chip A) | NA | -3.04% | 15.34% | -1.75% | 1.26% | 2.28% | NA | … | … |
Data as of 02/24/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIBCX (First Investors Blue Chip A) | 06/21/1996 | 02/24/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.04 | 15.34 | -1.75 | 1.26 | 2.28 | NA | … | … | 0.00 | 0.25 | 9.92 | 20.47 | -32.52 | 3.78 | 13.79 | 3.67 | 6.49 | 25.13 | -26.18 | -19.32 | -6.13 | 24.64 | 18.22 | 26.05 | 11.32 |
| Sharpe Ratio | NA | -0.15 | 0.80 | -0.11 | 0.01 | NA | NA | … | … | 0.00 | 0.01 | 0.60 | 0.85 | -0.89 | 0.04 | 1.10 | 0.14 | 0.50 | 1.49 | -1.20 | -1.08 | -0.42 | 1.15 | 0.79 | 1.35 | 1.82 |
| Standard Deviation(%) | NA | 20.06 | 19.06 | 23.91 | 19.85 | NA | NA | … | … | NA | 20.60 | 16.33 | 23.90 | 37.40 | 15.09 | 9.48 | 9.96 | 10.98 | 16.33 | 22.79 | 20.47 | 24.54 | 18.53 | 18.74 | 16.50 | 10.38 |
| Draw Down(%) | NA | 18.89 | 18.89 | 51.55 | 51.55 | NA | NA | … | … | 0.00 | 18.89 | 15.32 | 25.90 | 42.63 | 9.41 | 7.61 | 7.23 | 10.92 | 13.26 | 34.03 | 30.87 | 20.17 | 10.08 | 21.64 | 10.03 | 6.59 |
| Yield(%) | 0.00 | 0.68 | 1.33 | 0.77 | 0.57 | 2.72 | 2.64 | … | … | 0.00 | 0.70 | 1.07 | 1.23 | 0.78 | 0.71 | 0.38 | 0.57 | 0.00 | 0.00 | 0.00 | 0.04 | 10.92 | 6.33 | 3.56 | 8.71 | 6.62 |
Data as of 02/24/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBCX (First Investors Blue Chip A) |
-20.80%
Mar 2000 – Mar 2003 |
-7.45%
Mar 2000 – Mar 2005 |
-4.47%
Feb 1999 – Feb 2009 |
2.44%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBCX (First Investors Blue Chip A) |
25.20%
Mar 1997 – Mar 2000 |
12.28%
Sep 2002 – Sep 2007 |
5.35%
Jul 1996 – Jul 2006 |
3.90%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart