First Investors Growth Fund Market Value
| FGIPX Fund | USD 18.44 0.12 0.66% |
| Symbol | First |
First Investors 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to First Investors' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of First Investors.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in First Investors on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding First Investors Growth or generate 0.0% return on investment in First Investors over 90 days. First Investors is related to or competes with Ivy Asset, Ivy Small, Ivy Science, Delaware National, Ivy Core, Delaware Tax-free, and First Investors. The fund primarily invests in common stocks that offer the potential for capital growth, current income or both More
First Investors Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure First Investors' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess First Investors Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7259 | |||
| Information Ratio | 0.2181 | |||
| Maximum Drawdown | 12.47 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.68 |
First Investors Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Investors' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as First Investors' standard deviation. In reality, there are many statistical measures that can use First Investors historical prices to predict the future First Investors' volatility.| Risk Adjusted Performance | 0.2182 | |||
| Jensen Alpha | 0.3443 | |||
| Total Risk Alpha | 0.276 | |||
| Sortino Ratio | 0.4514 | |||
| Treynor Ratio | 0.5361 |
First Investors February 17, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2182 | |||
| Market Risk Adjusted Performance | 0.5461 | |||
| Mean Deviation | 0.7648 | |||
| Downside Deviation | 0.7259 | |||
| Coefficient Of Variation | 377.89 | |||
| Standard Deviation | 1.5 | |||
| Variance | 2.26 | |||
| Information Ratio | 0.2181 | |||
| Jensen Alpha | 0.3443 | |||
| Total Risk Alpha | 0.276 | |||
| Sortino Ratio | 0.4514 | |||
| Treynor Ratio | 0.5361 | |||
| Maximum Drawdown | 12.47 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.68 | |||
| Downside Variance | 0.5269 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (1.01) | |||
| Skewness | 4.99 | |||
| Kurtosis | 34.39 |
First Investors Growth Backtested Returns
First Investors appears to be very steady, given 3 months investment horizon. First Investors Growth secures Sharpe Ratio (or Efficiency) of 0.29, which denotes the fund had a 0.29 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for First Investors Growth, which you can use to evaluate the volatility of the entity. Please utilize First Investors' Standard Deviation of 1.5, mean deviation of 0.7648, and Coefficient Of Variation of 377.89 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.72, which means possible diversification benefits within a given portfolio. As returns on the market increase, First Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding First Investors is expected to be smaller as well.
Auto-correlation | 0.96 |
Excellent predictability
First Investors Growth has excellent predictability. Overlapping area represents the amount of predictability between First Investors time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of First Investors Growth price movement. The serial correlation of 0.96 indicates that 96.0% of current First Investors price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.96 | |
| Spearman Rank Test | 0.95 | |
| Residual Average | 0.0 | |
| Price Variance | 0.2 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in First Mutual Fund
First Investors financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Investors security.
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