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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

Risk overview

Morningstar risk rating★★★
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%

Risk statistics

3 years
FISSXCategory average
5 years
FISSXCategory average
10 years
FISSXCategory average
Alpha
-15.3-0.12
-9.96-0.08
-7.6-0.07
BETA
1.340.01
1.30.01
1.210.01
Mean annual return
0.80.01
1.030.01
0.850.01
R-squared
80.290.78
76.630.72
77.350.73
Standard deviation
27.640.28
22.220.23
18.630.2
Sharpe ratio
0.30
0.50.01
0.510.01
Treynor ratio
3.430.06
7.030.09
6.730.08