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Money
How to invest in artificial intelligence
AI stocks are continuing to rally but what should you buy?
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
8.83%
5-year average return
6.49%
Number of years up
4
Number of years down
3
Best 1-yr total return (3 Feb 2019)
20.31%
Worst 1-yr total return (3 Feb 2019)
-16.80%
Best 3-yr total return
20.31%
Worst 3-yr total return
-0.73%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FISTX
Category
YTD
24.66%
26.79%
1-month
-3.09%
-1.77%
3-month
1.61%
4.45%
1-year
74.62%
71.02%
3-year
5.25%
9.35%
5-year
7.70%
12.17%
10-year
0.00%
9.95%
Last bull market
24.97%
28.07%
Last bear market
-19.73%
-24.24%
Annual total return (%) history
Year
FISTX
Category
2021
N/A
N/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/A
36.22%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
20.06%
N/A
N/A
N/A
2020
-37.60%
18.11%
-0.06%
32.66%
2019
10.76%
1.22%
-0.35%
7.69%
2018
-3.01%
4.67%
0.82%
-18.71%
2017
3.02%
3.63%
4.93%
5.35%
2016
-1.63%
1.94%
7.54%
7.52%
2015
7.16%
0.82%
-10.48%
2.61%
2014
1.72%
5.11%
-4.50%
3.87%
2013
7.25%
9.52%
N/A
N/A
Rank in category (by total return)
YTD
67
1-month
86
3-month
67
1-year
65
3-year
84
5-year
72
Load adjusted returns
1-year
64.58%
3-year
6.15%
5-year
10.63%
10-year
8.98%
Data disclaimer
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