Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FERHX (First Eagle High Income Fund Class R5) | NA | 6.60% | 1.07% | 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 |
|---|---|---|
| FERHX (First Eagle High Income Fund 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 | 6.60 | 1.07 | NA | NA | NA | NA | … | … | 0.00 | 9.32 | -8.72 | 3.22 | 6.99 | 2.01 |
| Sharpe Ratio | NA | 0.54 | -0.19 | NA | NA | NA | NA | … | … | -2.73 | 1.18 | -1.65 | 1.21 | 0.81 | 1.61 |
| Standard Deviation(%) | NA | 4.20 | 4.60 | NA | NA | NA | NA | … | … | 1.34 | 4.35 | 6.13 | 2.64 | 8.30 | 2.27 |
| Draw Down(%) | NA | 3.45 | 12.83 | NA | NA | NA | NA | … | … | 0.25 | 3.45 | 12.83 | 2.04 | 16.15 | 0.99 |
| Yield(%) | 0.00 | 5.21 | 4.12 | 3.70 | 1.85 | 1.23 | 0.92 | … | … | 0.00 | 5.33 | 4.11 | 3.60 | 4.14 | 1.65 |
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 |
|---|---|---|---|---|
| FERHX (First Eagle High Income Fund Class R5) |
-0.66%
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 |
|---|---|---|---|---|
| FERHX (First Eagle High Income Fund Class R5) |
5.82%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart