Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIORX (First Eagle Overseas Fund Class R4) | NA | 6.91% | 2.55% | 4.93% | NA | NA | NA | … | … |
Data as of 03/08/2024, Common starting date is 01/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIORX (First Eagle Overseas Fund Class R4) | 01/19/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.91 | 2.55 | 4.93 | NA | NA | NA | … | … | 0.04 | 10.40 | -7.95 | 5.06 | 7.13 | 17.68 | -14.72 |
| Sharpe Ratio | NA | 0.35 | 0.04 | 0.27 | NA | NA | NA | … | … | -0.41 | 0.66 | -0.61 | 0.55 | 0.36 | 2.29 | -1.94 |
| Standard Deviation(%) | NA | 9.01 | 11.51 | 12.79 | NA | NA | NA | … | … | 8.50 | 9.37 | 15.27 | 9.11 | 19.09 | 7.09 | 8.71 |
| Draw Down(%) | NA | 8.34 | 21.57 | 24.84 | NA | NA | NA | … | … | 2.78 | 8.34 | 20.27 | 6.85 | 24.84 | 3.95 | 17.65 |
| Yield(%) | 0.00 | 2.25 | 3.69 | 3.74 | 1.79 | 1.19 | 0.89 | … | … | 0.00 | 2.31 | 3.24 | 5.68 | 0.54 | 6.20 | 1.21 |
Data as of 03/08/2024, Common starting date is 01/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIORX (First Eagle Overseas Fund Class R4) |
-1.51%
Sep 2019 – Sep 2022 |
2.34%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIORX (First Eagle Overseas Fund Class R4) |
10.31%
Mar 2020 – Mar 2023 |
6.12%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart