Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EARGX (FIRST EAGLE GLOBAL FUND CLASS R3) | NA | 10.50% | 5.13% | 7.40% | NA | NA | NA | … | … |
Data as of 03/08/2024, Common starting date is 05/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EARGX (FIRST EAGLE GLOBAL FUND CLASS R3) | 05/03/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.50 | 5.13 | 7.40 | NA | NA | NA | … | … | 1.49 | 12.58 | -6.57 | 11.40 | 8.20 | 20.07 | -7.52 |
| Sharpe Ratio | NA | 0.75 | 0.25 | 0.40 | NA | NA | NA | … | … | 0.57 | 0.88 | -0.50 | 1.10 | 0.33 | 2.25 | -1.33 |
| Standard Deviation(%) | NA | 8.93 | 12.03 | 14.74 | NA | NA | NA | … | … | 8.09 | 9.53 | 15.95 | 10.35 | 23.88 | 8.28 | 9.47 |
| Draw Down(%) | NA | 8.33 | 19.61 | 27.68 | NA | NA | NA | … | … | 2.08 | 8.33 | 19.61 | 5.97 | 27.68 | 5.48 | 12.33 |
| Yield(%) | 0.00 | 3.79 | 4.50 | 4.71 | 2.77 | 1.85 | 1.39 | … | … | 0.00 | 3.91 | 3.67 | 6.26 | 2.14 | 6.41 | 5.55 |
Data as of 03/08/2024, Common starting date is 05/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARGX (FIRST EAGLE GLOBAL FUND CLASS R3) |
1.31%
Sep 2019 – Sep 2022 |
5.35%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARGX (FIRST EAGLE GLOBAL FUND CLASS R3) |
14.00%
Mar 2020 – Mar 2023 |
8.77%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart