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First Investors Special Situations Adv (FISTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.36+1.05 (+3.84%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return8.83%
5-year average return6.49%
Number of years up4
Number of years down3
Best 1-yr total return (3 Feb 2019)20.31%
Worst 1-yr total return (3 Feb 2019)-16.80%
Best 3-yr total return20.31%
Worst 3-yr total return-0.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFISTXCategory
YTD24.66%26.79%
1-month-3.09%-1.77%
3-month1.61%4.45%
1-year74.62%71.02%
3-year5.25%9.35%
5-year7.70%12.17%
10-year0.00%9.95%
Last bull market24.97%28.07%
Last bear market-19.73%-24.24%

Annual total return (%) history

Year
FISTXCategory
2021
N/AN/A
2020
-2.29%4.02%
2019
20.31%21.43%
2018
-16.80%-15.46%
2017
18.02%8.54%
2016
15.96%25.99%
2015
-0.75%-6.71%
2014
6.05%3.34%
2013
N/A36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202120.06%N/AN/AN/A
2020-37.60%18.11%-0.06%32.66%
201910.76%1.22%-0.35%7.69%
2018-3.01%4.67%0.82%-18.71%
20173.02%3.63%4.93%5.35%
2016-1.63%1.94%7.54%7.52%
20157.16%0.82%-10.48%2.61%
20141.72%5.11%-4.50%3.87%
20137.25%9.52%N/AN/A

Rank in category (by total return)

YTD67
1-month86
3-month67
1-year65
3-year84
5-year72

Load adjusted returns

1-year64.58%
3-year6.15%
5-year10.63%
10-year8.98%