Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEREX (First Eagle Funds – Global Real Assets Fund) | 16.21% | 30.76% | 17.24% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/26/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEREX (First Eagle Funds – Global Real Assets Fund) | 01/26/2022 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.80 | 30.76 | 17.24 | NA | NA | NA | NA | … | … | 16.21 | 25.90 | 1.85 | 9.79 | -2.60 |
| Sharpe Ratio | NA | 1.81 | 0.98 | NA | NA | NA | NA | … | … | 1.88 | 1.61 | -0.15 | 0.49 | -0.22 |
| Standard Deviation(%) | NA | 15.50 | 14.24 | NA | NA | NA | NA | … | … | 19.84 | 14.39 | 11.72 | 12.61 | 19.48 |
| Draw Down(%) | NA | 10.01 | 13.76 | NA | NA | NA | NA | … | … | 10.01 | 13.19 | 8.89 | 9.30 | 22.58 |
| Yield(%) | 0.00 | 4.06 | 3.56 | 2.45 | 1.23 | 0.82 | 0.61 | … | … | 0.00 | 4.53 | 3.57 | 2.19 | 1.91 |
Data as of 06/12/2026, Common starting date is 01/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEREX (First Eagle Funds – Global Real Assets Fund) |
2.27%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| FEREX (First Eagle Funds – Global Real Assets Fund) |
18.88%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart