Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FESOX (FIRST EAGLE OVERSEAS FUND CLASS C) | 6.35% | 23.51% | 16.76% | 6.94% | 6.47% | 5.60% | 5.67% | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FESOX (FIRST EAGLE OVERSEAS FUND CLASS C) | 12/19/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | 23.51 | 16.76 | 6.94 | 6.47 | 5.60 | 5.67 | … | … | 6.35 | 37.69 | 5.40 | 9.60 | -12.03 | 1.66 | 6.16 | 16.67 | -10.87 | 13.23 | 4.75 | 1.56 | -1.75 | 10.76 | 13.09 | -6.31 | 18.32 | 19.70 | -21.38 | 7.27 | 21.39 | 16.05 | 20.92 | 40.41 | 11.76 | 4.55 | 1.58 |
| Sharpe Ratio | NA | 2.09 | 1.29 | 0.43 | 0.46 | NA | NA | … | … | 1.37 | 2.95 | 0.18 | 0.64 | -0.87 | 0.17 | 0.31 | 2.14 | -1.43 | 2.50 | 0.45 | 0.15 | -0.24 | 1.17 | 1.41 | -0.44 | 1.71 | 1.39 | -0.91 | 0.45 | 1.97 | 1.98 | 2.33 | 5.04 | 1.12 | 0.18 | 8.40 |
| Standard Deviation(%) | NA | 12.23 | 11.44 | 12.01 | 11.53 | NA | NA | … | … | 15.77 | 11.84 | 9.91 | 9.38 | 15.47 | 9.48 | 19.17 | 7.10 | 8.60 | 5.06 | 10.05 | 9.91 | 7.40 | 9.13 | 9.32 | 14.54 | 10.68 | 14.14 | 24.34 | 9.26 | 9.16 | 6.98 | 8.56 | 7.88 | 9.51 | 11.60 | 8.51 |
| Draw Down(%) | NA | 11.41 | 11.41 | 24.33 | 25.26 | NA | NA | … | … | 11.41 | 10.07 | 8.32 | 8.57 | 20.79 | 9.42 | 24.95 | 4.08 | 16.87 | 2.59 | 7.45 | 12.41 | 10.37 | 7.58 | 10.85 | 14.33 | 9.44 | 16.26 | 35.44 | 8.20 | 10.61 | 5.32 | 7.26 | 6.90 | 16.89 | 14.87 | 0.80 |
| Yield(%) | 0.00 | 8.88 | 6.63 | 3.88 | 3.57 | 3.62 | 4.23 | … | … | 0.00 | 10.50 | 7.81 | 1.63 | 0.00 | 2.51 | 0.00 | 5.23 | 1.99 | 3.20 | 3.02 | 1.17 | 4.21 | 5.79 | 5.09 | 3.76 | 2.03 | 2.98 | 7.21 | 15.36 | 12.41 | 10.32 | 0.91 | 3.81 | 1.08 | 0.00 | 23.01 |
Data as of 06/05/2026, Common starting date is 12/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FESOX (FIRST EAGLE OVERSEAS FUND CLASS C) |
-5.43%
Mar 2006 – Mar 2009 |
-1.51%
Sep 2017 – Sep 2022 |
1.72%
Oct 2013 – Oct 2023 |
2.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FESOX (FIRST EAGLE OVERSEAS FUND CLASS C) |
29.99%
Mar 2003 – Mar 2006 |
23.63%
Oct 2002 – Oct 2007 |
13.04%
Mar 2001 – Mar 2011 |
10.45%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart