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First Investors Growth & Income A (FGINX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.52+0.04 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.01%
5-year average return11.06%
Number of years up22
Number of years down8
Best 1-yr total return (17 Jun 2024)37.08%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return37.08%
Worst 3-yr total return3.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFGINXCategory
YTD8.38%4.44%
1-month2.21%-4.04%
3-month3.62%4.09%
1-year27.91%14.37%
3-year9.72%6.04%
5-year11.87%9.20%
10-year8.29%8.57%
Last bull market25.90%22.97%
Last bear market-7.87%-11.27%

Annual total return (%) history

Year
FGINXCategory
2024
N/AN/A
2023
11.97%11.63%
2022
3.09%-5.90%
2021
21.50%26.22%
2020
-0.08%2.91%
2019
25.15%25.04%
2018
-10.45%-8.53%
2017
18.07%15.94%
2016
9.43%14.81%
2015
-3.52%-4.05%
2014
7.21%10.21%
2013
37.08%31.21%
2012
16.79%14.57%
2011
1.64%-0.75%
2010
14.94%13.66%
2009
27.42%24.13%
2008
-35.86%-37.09%
2007
2.43%1.42%
2006
14.18%18.15%
2005
6.68%5.95%
2004
10.87%12.97%
2003
29.99%28.44%
2002
-22.66%-18.69%
2001
-15.51%-4.99%
2000
-3.23%7.87%
1999
23.21%6.72%
1998
23.41%12.00%
1997
27.16%26.61%
1996
19.96%20.08%
1995
30.61%32.39%
1994
-0.76%-0.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.22%N/AN/AN/A
2023-3.27%5.38%0.28%9.54%
20221.64%-7.87%-6.03%17.14%
20218.70%4.93%-0.48%7.03%
2020-26.47%14.84%2.61%15.31%
201910.59%4.21%2.26%6.18%
2018-3.36%1.01%5.99%-13.44%
20174.29%2.67%3.38%6.67%
2016-0.20%1.09%5.33%2.98%
20152.62%-0.38%-10.23%5.13%
20140.10%4.99%-0.81%2.85%
201312.05%3.60%6.80%10.57%
201214.10%-4.54%6.47%0.71%
20116.44%2.06%-17.55%13.48%
20105.98%-12.57%10.83%11.92%
2009-10.16%16.90%14.30%6.15%
2008-9.01%-3.42%-5.86%-22.47%
20072.31%6.81%-1.55%-4.79%
20065.86%-3.55%3.02%8.55%
2005-1.08%2.36%2.57%2.72%
20043.05%-0.69%-0.82%9.23%
2003-3.89%16.54%3.37%12.27%
2002-0.35%-11.76%-16.45%5.26%
2001-10.68%3.60%-15.58%8.16%
20006.76%-3.57%-0.89%-5.15%
19995.05%5.39%-6.09%18.51%
199812.24%3.21%-10.80%19.42%
19971.66%15.91%5.49%2.31%
19965.70%2.93%4.42%5.59%
19958.22%9.22%6.63%3.63%
1994-3.17%0.54%3.96%-1.95%

Rank in category (by total return)

YTD40
1-month82
3-month56
1-year14
3-year6
5-year41

Load adjusted returns

1-year20.56%
3-year7.57%
5-year10.55%
10-year7.65%