Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAGRX (FIRST EAGLE GLOBAL FUND CLASS R4) | NA | 9.25% | 6.04% | 7.47% | NA | NA | NA | … | … |
Data as of 03/04/2024, Common starting date is 01/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAGRX (FIRST EAGLE GLOBAL FUND CLASS R4) | 01/19/2018 | 03/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 9.25 | 6.04 | 7.47 | NA | NA | NA | … | … | 1.53 | 12.79 | -6.46 | 12.17 | 8.52 | 20.32 | -11.68 |
| Sharpe Ratio | NA | 0.58 | 0.33 | 0.40 | NA | NA | NA | … | … | 0.66 | 0.91 | -0.49 | 1.17 | 0.35 | 2.36 | -1.33 |
| Standard Deviation(%) | NA | 9.09 | 12.08 | 14.72 | NA | NA | NA | … | … | 8.47 | 9.52 | 15.95 | 10.35 | 23.90 | 8.03 | 10.29 |
| Draw Down(%) | NA | 8.30 | 19.55 | 27.65 | NA | NA | NA | … | … | 2.08 | 8.30 | 19.55 | 5.86 | 27.65 | 4.46 | 15.74 |
| Yield(%) | 0.00 | 3.69 | 4.64 | 4.82 | 2.73 | 1.82 | 1.36 | … | … | 0.00 | 3.85 | 3.63 | 6.52 | 2.66 | 6.47 | 5.39 |
Data as of 03/04/2024, Common starting date is 01/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGRX (FIRST EAGLE GLOBAL FUND CLASS R4) |
1.69%
Sep 2019 – Sep 2022 |
5.43%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGRX (FIRST EAGLE GLOBAL FUND CLASS R4) |
14.42%
Mar 2020 – Mar 2023 |
9.09%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart