Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEROX (First Eagle Overseas Fund Class R5) | NA | 7.06% | 2.53% | NA | NA | NA | NA | … | … |
Data as of 03/08/2024, Common starting date is 03/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEROX (First Eagle Overseas Fund Class R5) | 03/15/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.06 | 2.53 | NA | NA | NA | NA | … | … | 0.08 | 10.60 | -8.16 | 4.92 | 6.79 | 9.38 |
| Sharpe Ratio | NA | 0.37 | 0.04 | NA | NA | NA | NA | … | … | -0.39 | 0.68 | -0.63 | 0.54 | 0.34 | 1.55 |
| Standard Deviation(%) | NA | 8.97 | 11.50 | NA | NA | NA | NA | … | … | 8.39 | 9.36 | 15.27 | 9.13 | 19.05 | 6.82 |
| Draw Down(%) | NA | 8.36 | 21.71 | NA | NA | NA | NA | … | … | 2.74 | 8.36 | 20.42 | 6.82 | 24.85 | 3.98 |
| Yield(%) | 0.00 | 2.51 | 3.69 | 3.59 | 1.80 | 1.20 | 0.90 | … | … | 0.00 | 2.59 | 3.07 | 5.59 | 0.13 | 5.74 |
Data as of 03/08/2024, Common starting date is 03/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEROX (First Eagle Overseas Fund Class R5) |
-1.73%
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 |
|---|---|---|---|---|
| FEROX (First Eagle Overseas Fund Class R5) |
10.11%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart