Find A Portfolio/Ticker
Comparison Box
SGOIX: First Eagle Overseas I (MUTUAL FUND)
Basic Info 24.1 0(0.0%) December 08
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/17/1999 |
| Last Dividend Date: | 12/01/2022 |
| 12-Mo. Yield | 3.55% |
| Expenses | 0.80% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.3 | 4.7 | 4.6 | 0.9 | 5.0 | 3.9 | 6.8 | 7.1 | -7.9 | 5.3 | 7.3 | 17.9 | -10.0 | 14.4 | 5.8 | 2.6 | -0.8 | 11.9 | 14.3 | -5.4 | 19.5 | 20.9 | -20.6 | 8.4 | 22.5 | 17.3 | 22.1 | 41.8 | 12.7 | 5.5 | -19.0 | 0.3 |
| SR | NA | 0.07 | 0.04 | -0.07 | 0.28 | 0.27 | NA | 0.47 | -0.61 | 0.57 | 0.37 | 2.33 | -1.31 | 2.72 | 0.56 | 0.26 | -0.1 | 1.29 | 1.54 | -0.38 | 1.82 | 1.48 | -0.88 | 0.58 | 2.12 | 2.17 | 2.48 | 5.23 | 1.22 | 0.28 | -0.83 | 0.25 |
| DD(%) | NA | 8.3 | 8.3 | 21.4 | 24.8 | 24.8 | NA | 35.5 | 20.2 | 6.7 | 24.8 | 4.0 | 16.1 | 2.5 | 7.4 | 12.0 | 10.1 | 7.5 | 10.6 | 14.0 | 9.3 | 16.1 | 35.1 | 8.1 | 10.5 | 5.2 | 7.2 | 6.8 | 16.6 | 14.6 | 25.2 | 3.7 |
| SD(%) | NA | 9.8 | 10.0 | 11.7 | 12.9 | 10.9 | NA | 12.7 | 15.3 | 9.2 | 19.1 | 7.1 | 8.6 | 5.1 | 10.1 | 9.9 | 7.4 | 9.1 | 9.3 | 14.5 | 10.7 | 14.1 | 24.4 | 9.3 | 9.1 | 7.0 | 8.5 | 7.9 | 9.5 | 11.6 | 27.8 | 25.3 |
| TR | NA | 0.01 | 0.01 | -0.01 | 0.06 | 0.05 | NA | 0.12 | -0.14 | 0.08 | 0.12 | 0.27 | -0.18 | 0.25 | 0.12 | 0.04 | -0.01 | 0.21 | 0.29 | -0.11 | 0.54 | 0.63 | -0.45 | 0.16 | 0.35 | 0.3 | 0.43 | 1.28 | 0.34 | 0.07 | -0.45 | 0.06 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | NA | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.04 | 0.0 | 0.01 | 0.03 | 0.03 | 0.04 | 0.1 | 0.07 | 0.06 | -0.05 | -0.6 |
| Beta | NA | 0.68 | 0.69 | 0.68 | 0.64 | 0.61 | NA | 0.49 | 0.68 | 0.68 | 0.6 | 0.62 | 0.61 | 0.55 | 0.48 | 0.57 | 0.53 | 0.58 | 0.49 | 0.49 | 0.36 | 0.33 | 0.48 | 0.34 | 0.55 | 0.51 | 0.49 | 0.32 | 0.34 | 0.49 | 0.51 | 1.08 |
| RS | NA | 0.82 | 0.83 | 0.89 | 0.91 | 0.86 | NA | 0.57 | 0.93 | 0.88 | 0.94 | 0.85 | 0.91 | 0.64 | 0.69 | 0.8 | 0.65 | 0.64 | 0.77 | 0.85 | 0.5 | 0.46 | 0.66 | 0.37 | 0.65 | 0.56 | 0.61 | 0.33 | 0.5 | 0.54 | 0.09 | 0.11 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- PISIX (PIMCO International StocksPLUS TR Str I) 0.36% (100%)
- ARTKX (Artisan International Value Investor) 0.43% (99%)
- MINEX (MainStay International Equity B) (98%)
- CIVIX (Causeway International Value Instl) 0.41% (97%)
- SSIFX (Sextant International) 0.43% (97%)
- INVYX (Pioneer International Value Y) 0.46% (97%)
- GSIKX (Goldman Sachs Strategic Intl Equity Inst) 0.24% (96%)
- DNINX (Dunham International Stock N) 0.06% (96%)
- BISIX (BlackRock International Opp Instl) 0.43% (96%)
- PCIEX (PACE International Equity P) 0.29% (95%)
Best ETFs
- HEFA (iShares Currency Hedged MSCI EAFE ETF) 0.71% (100%)
- DBEF (Deutsche X-trackers MSCI EAFE Hedged Eq) 0.78% (99%)
- PID (PowerShares Intl Div Achiev ETF) 0.17% (91%)
- CWI (SPDR MSCI ACWI ex-US ETF) 0.15% (85%)
- DFAI (DFA International Core Equity Market ETF) 0.29% (84%)
- SCHF (Schwab International Equity ETF) 0.26% (81%)
- EFA (iShares MSCI EAFE) 0.30% (76%)
- IEFA (iShares Core MSCI EAFE) 0.29% (70%)
- VEA (Vanguard FTSE Developed Markets ETF) 0.24% (70%)
- IMTM (iShares Edge MSCI Intl Momentum Factor ETF) 0.03% (68%)
Best Closed End Funds
* Day change on 12/08/2023.Latest Articles Related to SGOIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
