Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISSX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS A) | NA | 21.47% | 12.68% | 6.76% | 9.00% | 7.09% | 7.17% | … | … |
Data as of 12/31/2021, Common starting date is 12/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISSX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS A) | 12/27/1990 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.47 | 12.68 | 6.76 | 9.00 | 7.09 | 7.17 | … | … | 21.47 | -1.77 | 19.90 | -17.06 | 17.29 | 15.96 | -1.05 | 5.71 | 29.97 | 9.34 | 1.52 | 25.47 | 29.64 | -33.20 | 5.92 | 21.59 | 4.09 | 12.06 | 38.04 | -27.15 | -22.36 | -0.74 | 27.45 | 1.53 | 15.53 | 11.28 | 19.48 | -8.72 | 15.24 | 11.65 | 47.08 | 0.26 |
| Sharpe Ratio | NA | 1.21 | 0.39 | 0.24 | 0.42 | NA | NA | … | … | 1.21 | -0.04 | 1.24 | -1.18 | 1.67 | 1.00 | -0.07 | 0.39 | 2.31 | 0.64 | 0.06 | 1.30 | 1.08 | -1.00 | 0.17 | 1.31 | 0.14 | 0.68 | 2.22 | -1.22 | -0.82 | -0.16 | 1.33 | -0.09 | 0.59 | 0.46 | 1.29 | -1.01 | 1.07 | 0.70 | 3.26 | 2.75 |
| Standard Deviation(%) | NA | 17.68 | 31.22 | 25.61 | 20.85 | NA | NA | … | … | 17.68 | 48.91 | 14.86 | 15.74 | 10.01 | 15.74 | 15.08 | 14.65 | 12.96 | 14.65 | 26.53 | 19.47 | 27.33 | 34.16 | 16.80 | 13.89 | 13.42 | 16.25 | 16.79 | 23.20 | 30.77 | 30.75 | 18.15 | 22.37 | 19.83 | 16.27 | 12.02 | 11.73 | 12.18 | 12.93 | 13.18 | 12.24 |
| Draw Down(%) | NA | 10.38 | 47.77 | 50.39 | 50.39 | NA | NA | … | … | 10.38 | 47.77 | 10.80 | 25.87 | 5.35 | 14.50 | 15.08 | 12.45 | 6.12 | 12.60 | 23.06 | 16.32 | 24.13 | 44.92 | 11.34 | 11.38 | 8.64 | 19.29 | 13.59 | 32.48 | 37.82 | 25.58 | 14.23 | 37.84 | 16.52 | 18.77 | 7.92 | 14.62 | 9.54 | 15.35 | 6.97 | 0.42 |
| Yield(%) | 0.00 | 0.77 | 5.71 | 6.16 | 7.70 | 6.19 | 6.64 | … | … | 0.00 | 1.49 | 15.57 | 12.14 | 3.14 | 1.65 | 5.60 | 5.66 | 19.10 | 4.86 | 7.35 | 0.00 | 0.00 | 2.43 | 5.31 | 9.12 | 0.00 | 0.21 | 0.00 | 0.63 | 0.00 | 18.16 | 5.40 | 0.00 | 9.26 | 5.95 | 0.00 | 0.00 | 0.00 | 0.00 | 1.05 | 0.68 |
Data as of 12/31/2021, Common starting date is 12/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISSX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS A) |
-23.41%
Feb 2000 – Feb 2003 |
-9.05%
Mar 1998 – Mar 2003 |
-1.43%
Aug 2000 – Aug 2010 |
1.14%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISSX (FIRST INVESTORS SPECIAL SITUATIONS FUND CLASS A) |
28.07%
Feb 2009 – Feb 2012 |
21.98%
Feb 2009 – Feb 2014 |
13.69%
Feb 2009 – Feb 2019 |
11.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart