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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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
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 B
38.90%
26.02%
-2.76%
17.66%
35.16%
9.08%
-3.24%
14.55%
12.55%
-12.34%
17.18%
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%
Columbia Select Mid Cap Value Adv
32.54%
23.21%
-4.03%
16.89%
35.44%
12.36%
-4.97%
14.27%
13.54%
-13.23%
18.74%
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 B
0.94%
2.73%
12.74%
1.34%
8.15%
5.67%
13.03%
7.64%
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7.80%
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%
Columbia Select Mid Cap Value Adv
0.70%
2.55%
13.94%
2.61%
8.91%
5.56%
12.59%
8.79%
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9.05%
As of June 14, 2019. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
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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