Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FIBRX (First Eagle Global Income Builder Fund Class R4) NA 5.21% 4.79% NA NA NA NA
Data as of 03/08/2024, Common starting date is 07/30/2019
More Performance Analytics Comparison
Name Start Date End Date
FIBRX (First Eagle Global Income Builder Fund Class R4) 07/30/2019 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 5.21 4.79 NA NA NA NA -0.44 7.92 -2.25 11.11 4.60 3.77
Sharpe Ratio NA 0.21 0.29 NA NA NA NA -0.95 0.52 -0.29 1.42 0.25 1.37
Standard Deviation(%) NA 6.79 9.32 NA NA NA NA 6.33 7.16 12.48 7.83 17.42 5.83
Draw Down(%) NA 7.27 15.27 NA NA NA NA 1.96 7.27 15.27 5.10 23.09 3.16
Yield(%) 0.00 2.90 4.88 3.86 1.93 1.29 0.96 0.03 3.07 4.09 7.62 2.78 0.93
Data as of 03/08/2024, 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
FIBRX (First Eagle Global Income Builder Fund Class R4) 2.13%
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
FIBRX (First Eagle Global Income Builder Fund Class R4) 11.92%
Mar 2020 – Mar 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return