Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLDKX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND CLASS A) | NA | -0.19% | 2.78% | 1.94% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 05/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLDKX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND CLASS A) | 05/21/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.19 | 2.78 | 1.94 | NA | NA | NA | … | … | -0.19 | 4.17 | 4.24 | 0.18 | 1.11 | 0.67 | 0.04 | -0.59 |
| Sharpe Ratio | NA | -0.23 | 1.30 | 0.74 | NA | NA | NA | … | … | -0.23 | 1.64 | 1.92 | -0.84 | 0.32 | 0.31 | 0.01 | -0.64 |
| Standard Deviation(%) | NA | 0.91 | 1.71 | 1.61 | NA | NA | NA | … | … | 0.91 | 2.39 | 1.47 | 1.38 | 1.52 | 1.50 | 1.78 | 1.51 |
| Draw Down(%) | NA | 0.71 | 4.46 | 4.46 | NA | NA | NA | … | … | 0.71 | 4.46 | 0.64 | 1.29 | 0.97 | 1.86 | 1.11 | 1.00 |
| Yield(%) | 0.00 | 1.47 | 2.24 | 2.25 | 1.59 | 1.06 | 0.79 | … | … | 1.29 | 2.37 | 2.67 | 2.82 | 2.27 | 2.24 | 2.18 | 0.91 |
Data as of 12/31/2021, Common starting date is 05/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDKX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND CLASS A) |
0.03%
Apr 2015 – Apr 2018 |
1.02%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDKX (FIRST INVESTORS LIMITED DURATION HIGH QUALITY BOND FUND CLASS A) |
3.18%
Feb 2018 – Feb 2021 |
2.10%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart