Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIOLX (FIRST INVESTORS TAX EXEMPT OHIO FUND INSTITUTIONAL CLASS) | NA | 1.22% | 0.50% | 2.35% | NA | NA | NA | … | … |
Data as of 04/16/2019, Common starting date is 05/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIOLX (FIRST INVESTORS TAX EXEMPT OHIO FUND INSTITUTIONAL CLASS) | 05/06/2013 | 04/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.22 | 0.50 | 2.35 | NA | NA | NA | … | … | 0.55 | -0.21 | 2.85 | 0.22 | 2.70 | 10.20 | -5.38 |
| Sharpe Ratio | NA | -0.19 | -0.21 | 1.02 | NA | NA | NA | … | … | 0.38 | -0.95 | 1.28 | 0.01 | 1.50 | 4.95 | -2.17 |
| Standard Deviation(%) | NA | 1.45 | 1.71 | 1.78 | NA | NA | NA | … | … | 0.72 | 1.62 | 1.74 | 1.94 | 1.78 | 2.06 | 3.73 |
| Draw Down(%) | NA | 1.54 | 4.05 | 4.05 | NA | NA | NA | … | … | 0.00 | 1.68 | 1.21 | 4.05 | 1.76 | 1.19 | 7.68 |
| Yield(%) | 0.00 | 2.77 | 3.02 | 3.21 | 1.82 | 1.21 | 0.91 | … | … | 0.55 | 3.02 | 3.70 | 2.92 | 3.12 | 3.60 | 1.99 |
Data as of 04/16/2019, 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 |
|---|---|---|---|---|
| FIOLX (FIRST INVESTORS TAX EXEMPT OHIO FUND INSTITUTIONAL CLASS) |
0.60%
Jan 2016 – Jan 2019 |
2.48%
Feb 2014 – Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOLX (FIRST INVESTORS TAX EXEMPT OHIO FUND INSTITUTIONAL CLASS) |
6.04%
Aug 2013 – Aug 2016 |
3.50%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart