First Investors Opportunity B (FIMBX)

26.79 -0.13 (-0.48%) USD  |  Jun 14

FIMBX Performance

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Performance Versus Category

 
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5%
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Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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Annual Total Returns Versus Peers

Name
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019 *
First Investors Opportunity B
32.05%
23.12%
-1.67%
17.82%
42.78%
4.90%
-1.96%
7.07%
17.76%
-16.42%
16.48%
S&P 500 Total Return
26.46%
15.06%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
16.29%
MFS Mid Cap Value 529B
38.73%
25.89%
-2.82%
17.61%
35.04%
9.05%
-3.28%
14.49%
12.47%
-12.36%
17.16%
Delaware Mid Cap Value C
28.80%
26.75%
-6.49%
12.23%
28.19%
5.77%
-1.15%
17.81%
15.74%
-16.15%
15.87%
Nuveen Mid Cap Value R3
28.23%
20.19%
-7.65%
9.66%
38.31%
9.18%
-3.79%
15.51%
18.88%
-13.13%
14.39%
VY® JPMorgan Mid Cap Value S2
25.50%
22.75%
1.67%
19.86%
31.37%
14.81%
-3.20%
14.56%
13.52%
-12.30%
16.32%
As of June 14, 2019. *Indicates data for the year is incomplete.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
First Investors Opportunity B
0.11%
2.10%
12.13%
-4.02%
7.93%
4.38%
11.86%
7.65%
6.82%
7.82%
S&P 500 Total Return
2.09%
3.32%
12.20%
5.87%
13.91%
10.57%
14.16%
8.71%
6.11%
9.69%
MFS Mid Cap Value 529B
0.98%
2.73%
12.75%
1.30%
8.10%
5.62%
12.96%
7.52%
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7.66%
Delaware Mid Cap Value C
-0.36%
-0.18%
11.59%
-4.30%
8.31%
5.57%
10.81%
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6.27%
Nuveen Mid Cap Value R3
1.44%
1.55%
9.45%
-4.94%
9.34%
6.49%
11.36%
7.80%
7.28%
9.53%
VY® JPMorgan Mid Cap Value S2
0.66%
1.78%
11.40%
0.88%
8.35%
6.83%
13.37%
8.85%
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9.21%
As of June 14, 2019. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2019