Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FERFX (First Eagle Fund of America Class R5) | NA | 15.26% | 5.70% | NA | NA | NA | NA | … | … |
Data as of 01/26/2024, Common starting date is 07/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FERFX (First Eagle Fund of America Class R5) | 07/30/2019 | 01/26/2024 |
| 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 | 15.26 | 5.70 | NA | NA | NA | NA | … | … | 0.00 | 21.82 | -19.12 | 20.40 | 7.87 | 2.28 |
| Sharpe Ratio | NA | 0.93 | 0.22 | NA | NA | NA | NA | … | … | -3.30 | 1.44 | -0.87 | 1.48 | 0.24 | 0.40 |
| Standard Deviation(%) | NA | 11.72 | 17.20 | NA | NA | NA | NA | … | … | 1.11 | 12.32 | 23.54 | 13.76 | 31.77 | 10.77 |
| Draw Down(%) | NA | 11.55 | 28.11 | NA | NA | NA | NA | … | … | 0.20 | 11.55 | 27.71 | 6.11 | 37.24 | 6.45 |
| Yield(%) | 0.00 | 8.36 | 7.97 | 7.85 | 3.92 | 2.62 | 1.96 | … | … | 0.00 | 8.80 | 2.61 | 14.08 | 15.65 | 1.15 |
Data as of 01/26/2024, 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 |
|---|---|---|---|---|
| FERFX (First Eagle Fund of America Class R5) |
-0.22%
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 |
|---|---|---|---|---|
| FERFX (First Eagle Fund of America Class R5) |
13.84%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart