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First Investors Equity Income Instl (FIUVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.28-0.10 (-1.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.66%
5-year average return6.05%
Number of years up7
Number of years down2
Best 1-yr total return (9 Mar 2023)22.95%
Worst 1-yr total return (9 Mar 2023)N/A
Best 3-yr total return22.95%
Worst 3-yr total return4.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIUVXCategory
YTD-4.66%4.44%
1-month-7.81%-4.04%
3-month-4.49%4.09%
1-year-0.22%14.37%
3-year13.72%6.04%
5-year6.05%9.20%
10-year0.00%8.57%
Last bull market40.08%22.97%
Last bear market-7.82%-11.27%

Annual total return (%) history

Year
FIUVXCategory
2022
3.47%-5.90%
2021
21.68%26.22%
2020
0.17%2.91%
2019
22.95%25.04%
2018
-8.36%-8.53%
2017
15.49%15.94%
2016
13.31%14.81%
2015
-1.05%-4.05%
2014
8.42%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20221.73%-7.82%-5.89%17.26%
20218.83%5.04%-0.61%7.09%
2020-26.51%15.24%2.66%15.21%
20199.49%3.52%2.02%6.34%
2018-3.08%1.75%5.14%-11.62%
20173.45%2.08%3.83%5.33%
20161.91%3.29%2.77%4.74%
20151.29%-0.67%-7.21%6.00%
20141.21%5.22%-1.02%2.87%
20133.73%8.99%N/AN/A

Rank in category (by total return)

YTD77
1-month92
3-month79
1-year5
3-year30
5-year52

Load adjusted returns

1-year2.87%
3-year13.44%
5-year7.51%
10-year9.21%