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First Investors Total Return A (FITRX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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13.66-0.12 (-0.87%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.07%
5-year average return3.96%
Number of years up24
Number of years down8
Best 1-yr total return (27 Mar 2023)20.61%
Worst 1-yr total return (27 Mar 2023)N/A
Best 3-yr total return20.61%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFITRXCategory
YTD-0.07%9.69%
1-month-1.95%0.91%
3-month0.73%5.21%
1-year-8.02%27.06%
3-year10.48%11.00%
5-year3.96%10.26%
10-year4.90%8.34%
Last bull market27.21%15.58%
Last bear market-10.69%-12.16%

Annual total return (%) history

Year
FITRXCategory
2023
N/AN/A
2022
-10.32%N/A
2021
16.61%N/A
2020
2.33%11.72%
2019
18.78%19.23%
2018
-7.80%-5.76%
2017
11.65%13.21%
2016
6.31%7.34%
2015
-1.96%-1.93%
2014
5.60%6.21%
2013
20.15%16.48%
2012
12.91%11.72%
2011
3.57%-0.11%
2010
11.96%11.83%
2009
20.61%24.13%
2008
-21.06%-28.00%
2007
3.67%5.99%
2006
10.18%11.29%
2005
4.79%5.13%
2004
7.97%8.86%
2003
20.53%20.35%
2002
-12.34%-12.02%
2001
-10.70%-5.05%
2000
1.59%1.82%
1999
13.59%10.71%
1998
16.20%13.52%
1997
18.08%19.63%
1996
10.61%13.70%
1995
26.83%25.63%
1994
-3.53%-2.52%
1993
7.18%11.37%
1992
-1.00%7.73%
1991
21.62%24.89%
1990
N/A-1.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.34%N/AN/AN/A
2022-2.88%-10.69%-4.04%7.75%
20214.79%4.87%-0.13%6.24%
2020-20.06%11.17%3.79%10.94%
20198.10%4.37%1.68%3.55%
2018-2.75%0.26%3.73%-8.83%
20172.80%2.00%2.24%4.15%
20160.69%1.35%3.33%0.82%
20152.14%-0.84%-5.79%2.76%
20140.59%3.55%-0.64%2.04%
20137.18%0.86%4.40%6.46%
20129.47%-2.41%4.84%0.80%
20114.01%2.00%-9.97%8.44%
20104.27%-6.26%7.62%6.43%
2009-5.21%11.16%10.09%3.98%
2008-4.56%-2.37%-4.38%-11.40%
20071.91%3.92%-0.14%-1.97%
20063.72%-2.36%3.03%5.61%
2005-0.91%2.18%1.64%1.83%
20042.79%-1.44%0.15%6.41%
2003-2.02%11.86%1.99%7.82%
20020.12%-6.73%-9.21%3.40%
2001-7.43%3.26%-10.56%4.46%
20005.76%-0.94%0.24%-3.27%
19992.64%2.35%-4.31%12.99%
19987.06%2.83%-4.84%10.91%
19970.16%11.79%6.44%-0.92%
19961.46%2.06%1.66%5.07%
19955.70%8.18%5.74%4.90%
1994-2.69%-2.82%4.35%-2.24%
19931.20%0.72%5.00%0.15%
1992-4.95%-2.70%3.81%3.12%
19916.52%-1.97%6.43%9.43%
1990-3.48%4.37%N/AN/A

Rank in category (by total return)

YTD79
1-month38
3-month81
1-year42
3-year21
5-year70

Load adjusted returns

1-year-5.09%
3-year6.73%
5-year3.34%
10-year4.53%