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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
FIUVXCategory average
5 years
FIUVXCategory average
10 years
FIUVXCategory average
Alpha
2.93-0.01
-1.02-0.03
-1.49-0.03
BETA
0.850.01
0.880.01
0.890.01
Mean annual return
1.220.01
0.740.01
0.820.01
R-squared
75.580.78
79.80.83
82.860.84
Standard deviation
20.360.17
18.360.19
14.480.16
Sharpe ratio
0.670
0.410
0.620.01
Treynor ratio
14.590.04
6.90.07
9.380.08