Performance Comparison
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
