Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNYGX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS B) | NA | 6.50% | 1.38% | 1.99% | 2.65% | 2.78% | 3.52% | … | … |
Data as of 09/23/2019, Common starting date is 01/11/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNYGX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS B) | 01/11/1995 | 09/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.50 | 1.38 | 1.99 | 2.65 | 2.78 | 3.52 | … | … | 4.97 | -0.63 | 2.61 | -0.52 | 2.08 | 8.23 | -4.52 | 5.85 | 9.70 | 0.09 | 10.75 | -2.11 | 2.23 | 2.77 | 1.41 | 2.29 | 3.53 | 10.16 | 2.40 | 11.65 | -4.34 | 3.82 | 6.62 | 1.55 | 14.03 |
| Sharpe Ratio | NA | 3.05 | 0.18 | 0.71 | 0.95 | NA | NA | … | … | 3.54 | -1.18 | 1.00 | -0.36 | 1.11 | 4.17 | -1.27 | 2.39 | 3.41 | 0.00 | 2.93 | -0.38 | -0.33 | -0.25 | -0.32 | 0.36 | 0.69 | 2.32 | 0.02 | 2.88 | -3.02 | 0.16 | 1.05 | -0.40 | 2.50 |
| Standard Deviation(%) | NA | 1.60 | 1.88 | 1.86 | 2.42 | NA | NA | … | … | 1.52 | 1.66 | 1.99 | 2.03 | 1.85 | 1.97 | 3.57 | 2.45 | 2.83 | 3.05 | 3.64 | 7.94 | 2.42 | 2.09 | 2.34 | 3.69 | 4.10 | 3.90 | 3.31 | 2.64 | 2.50 | 3.06 | 2.95 | 4.85 | 4.25 |
| Draw Down(%) | NA | 1.04 | 3.67 | 4.39 | 8.89 | NA | NA | … | … | 0.51 | 2.86 | 1.72 | 4.39 | 2.32 | 1.36 | 8.23 | 2.38 | 2.65 | 6.35 | 3.05 | 12.65 | 2.36 | 1.76 | 2.79 | 5.47 | 6.54 | 4.44 | 4.95 | 3.31 | 6.71 | 2.65 | 2.24 | 5.17 | 2.89 |
| Yield(%) | 0.00 | 2.31 | 2.48 | 2.66 | 2.90 | 2.92 | 3.50 | … | … | 1.44 | 2.53 | 2.80 | 2.94 | 2.91 | 3.05 | 2.78 | 3.17 | 3.44 | 3.22 | 3.48 | 3.12 | 3.08 | 3.00 | 2.97 | 3.79 | 4.56 | 6.33 | 3.56 | 4.42 | 3.76 | 3.81 | 4.20 | 4.15 | 4.73 |
Data as of 09/23/2019, Common starting date is 01/11/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYGX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS B) |
0.09%
Oct 2015 – Oct 2018 |
0.90%
Apr 2013 – Apr 2018 |
2.55%
Nov 1998 – Nov 2008 |
2.53%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNYGX (FIRST INVESTORS TAX EXEMPT NEW YORK FUND CLASS B) |
9.17%
May 2000 – May 2003 |
6.33%
Jan 2000 – Jan 2005 |
4.60%
Feb 1995 – Feb 2005 |
4.36%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart