Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, February 10, 2010, 7:51AM ET - U.S. Markets open in 1 hour and 39 minutes. Dow Up 1.52% Nasdaq  0.00%
First Investors Tax Exempt VA A (FIVAX)On Feb 9: 12.98  Down 0.01 (0.08%)  
MORE ON FIVAX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 31-Jan-10Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:0.08%
5-Year Average Return:3.45%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2009):10.42%
Worst 1-Yr Total Return (2008):-0.72%
Best 3-Yr Total Return (2007-9):4.00%
Worst 3-Yr Total Return (2006-8):1.93%
LOAD ADJUSTED RETURNS 
1-Year:4.07%
3-Year:1.97%
5-Year:2.44%
10-Year:4.35%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnFIVAXCategoryDiffIndex*Diff
Year To Date0.080.36-0.280.52-0.44
1-Month0.080.36-0.280.52-0.44
3-Month1.411.48-0.071.69-0.28
1-Year8.127.500.629.49-1.37
3-Year4.163.770.394.68-0.52
5-Year3.453.230.224.23-0.78
Last Bull Market ( 28-Feb-09 to 30-Sep-09)8.567.840.729.40-0.84
Last Bear Market ( 31-Aug-08 to 31-Aug-09)5.944.521.425.670.27
* Index means [ BarCap Municipal TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearFIVAXCategoryDiff
2009
 
10.4211.29-0.87
2008
 
-0.72-2.812.09
2007
 
2.622.050.57
2006
 
3.953.770.18
2005
 
2.332.080.25
2004
 
2.782.88-0.10
2003
 
4.624.030.59
2002
 
10.148.122.02
2001
 
3.244.37-1.13
2000
 
11.029.621.40
PAST QUARTERLY RETURNS (%) FOR FIVAX 
Q1Q2Q3Q4
20092.792.006.34-0.97
2008-0.951.02-4.113.47
20070.56-0.761.451.35
20060.25-0.292.921.04
2005-0.252.36-0.480.71
20041.00-2.553.361.04
20030.853.22-0.450.95
20021.203.915.10-0.34
20010.870.562.84-1.02
20002.671.292.234.43
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date21623890.76
1-Month21123888.66
3-Month15223863.87
6-Month9223838.66
1-Year6823828.57
3-Year5923025.65
5-Year7021931.96

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder