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First Investors Total Return Adv (FITUX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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13.73-0.13 (-0.94%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.01%
5-year average return4.24%
Number of years up6
Number of years down3
Best 1-yr total return (27 Mar 2023)19.19%
Worst 1-yr total return (27 Mar 2023)N/A
Best 3-yr total return19.19%
Worst 3-yr total return2.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFITUXCategory
YTD-0.01%9.69%
1-month-1.91%0.91%
3-month0.79%5.21%
1-year-7.77%27.06%
3-year10.73%11.00%
5-year4.24%10.26%
10-year0.00%8.34%
Last bull market27.51%15.58%
Last bear market-10.65%-12.16%

Annual total return (%) history

Year
FITUXCategory
2023
N/AN/A
2022
-10.11%N/A
2021
16.90%N/A
2020
2.56%11.72%
2019
19.19%19.23%
2018
-7.54%-5.76%
2017
12.06%13.21%
2016
6.74%7.34%
2015
-1.59%-1.93%
2014
5.95%6.21%
2013
N/A16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.39%N/AN/AN/A
2022-2.80%-10.65%-4.02%7.83%
20214.85%4.98%-0.12%6.34%
2020-19.98%11.18%3.84%11.03%
20198.10%4.51%1.83%3.61%
2018-2.72%0.38%3.80%-8.78%
20172.89%2.04%2.35%4.27%
20160.85%1.40%3.21%1.13%
20152.25%-0.74%-5.73%2.85%
20140.59%3.66%-0.54%2.17%
20134.46%6.40%N/AN/A

Rank in category (by total return)

YTD78
1-month37
3-month80
1-year33
3-year18
5-year60

Load adjusted returns

1-year0.93%
3-year9.12%
5-year4.86%
10-year5.46%