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First Investors Special Situations A (FISSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.61+1.03 (+3.88%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.40%
5-year average return6.74%
Number of years up22
Number of years down8
Best 1-yr total return (3 Feb 2019)29.97%
Worst 1-yr total return (3 Feb 2019)-33.20%
Best 3-yr total return29.97%
Worst 3-yr total return-4.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFISSXCategory
YTD24.47%26.79%
1-month-3.11%-1.77%
3-month1.55%4.45%
1-year74.18%71.02%
3-year4.92%9.35%
5-year7.37%12.17%
10-year8.53%9.95%
Last bull market24.97%28.07%
Last bear market-19.73%-24.24%

Annual total return (%) history

Year
FISSXCategory
2021
N/AN/A
2020
-2.52%4.02%
2019
19.84%21.43%
2018
-17.06%-15.46%
2017
17.67%8.54%
2016
15.59%25.99%
2015
-1.05%-6.71%
2014
5.71%3.34%
2013
29.97%36.22%
2012
9.34%16.00%
2011
1.52%-4.45%
2010
25.47%26.17%
2009
29.64%31.32%
2008
-33.20%-32.24%
2007
5.92%-6.08%
2006
21.60%16.27%
2005
4.09%6.40%
2004
11.84%21.14%
2003
38.04%42.38%
2002
-27.72%-10.12%
2001
-22.36%15.92%
2000
-0.74%18.64%
1999
27.45%6.78%
1998
1.53%-6.93%
1997
16.15%27.89%
1996
11.56%22.50%
1995
23.93%22.49%
1994
-3.66%-0.53%
1993
20.52%17.24%
1992
17.26%19.74%
1991
50.47%37.50%
1990
N/A-13.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202119.97%N/AN/AN/A
2020-37.66%18.09%-0.17%32.64%
201910.69%1.16%-0.55%7.62%
2018-3.10%4.59%0.74%-18.76%
20172.97%3.55%4.81%5.29%
2016-1.67%1.87%7.42%7.43%
20157.10%0.71%-10.55%2.56%
20141.72%4.92%-4.55%3.76%
201310.01%0.54%7.22%9.60%
201212.92%-8.01%3.61%1.58%
20119.30%-2.32%-15.55%12.60%
20107.29%-9.51%10.84%16.60%
2009-7.29%16.75%14.78%4.35%
2008-10.00%0.68%-3.31%-23.76%
20073.06%6.58%-3.27%-0.32%
200611.79%-3.65%3.15%9.45%
2005-3.89%3.40%5.14%-0.39%
20044.17%-1.70%-5.97%16.15%
2003-5.84%19.53%9.61%11.90%
2002-3.14%-9.36%-17.74%0.08%
2001-27.55%22.80%-24.54%15.63%
200014.19%-6.16%8.86%-14.90%
1999-6.26%12.17%-1.18%22.65%
19989.92%-4.96%-23.05%26.30%
1997-6.03%14.78%16.99%-7.96%
19960.82%6.52%2.09%1.76%
19955.36%8.38%10.34%-1.64%
1994-2.61%-7.47%10.11%-2.91%
19932.37%2.88%11.79%2.37%
19924.72%-7.30%1.84%18.61%
199117.33%1.16%8.09%17.29%
19903.60%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month87
3-month71
1-year65
3-year87
5-year75

Load adjusted returns

1-year54.66%
3-year3.75%
5-year8.97%
10-year8.08%