Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAFRX (First Eagle Fund of America Class R4) | NA | 20.56% | 6.77% | NA | NA | NA | NA | … | … |
Data as of 03/08/2024, Common starting date is 07/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAFRX (First Eagle Fund of America Class R4) | 07/30/2019 | 03/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.56 | 6.77 | NA | NA | NA | NA | … | … | 2.39 | 22.55 | -19.19 | 20.28 | 7.77 | 2.22 |
| Sharpe Ratio | NA | 1.51 | 0.28 | NA | NA | NA | NA | … | … | 1.16 | 1.50 | -0.88 | 1.45 | 0.19 | 0.39 |
| Standard Deviation(%) | NA | 11.13 | 16.89 | NA | NA | NA | NA | … | … | 8.52 | 12.33 | 23.52 | 13.92 | 38.74 | 10.76 |
| Draw Down(%) | NA | 11.58 | 28.19 | NA | NA | NA | NA | … | … | 1.58 | 11.58 | 27.77 | 6.14 | 37.25 | 6.49 |
| Yield(%) | 0.00 | 8.69 | 7.99 | 7.82 | 3.91 | 2.61 | 1.95 | … | … | 0.00 | 9.00 | 2.52 | 14.00 | 15.56 | 1.12 |
Data as of 03/08/2024, Common starting date is 07/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFRX (First Eagle Fund of America Class R4) |
-0.31%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFRX (First Eagle Fund of America Class R4) |
13.73%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart