Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGENX (FIRST EAGLE GLOBAL FUND CLASS A) | 8.43% | 10.24% | 7.06% | 8.90% | 5.77% | 6.97% | 7.40% | 9.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGENX (FIRST EAGLE GLOBAL FUND CLASS A) | 05/09/1980 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 05/09/1980.
AR inception is since 05/09/1980.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 10.24 | 7.06 | 8.90 | 5.77 | 6.97 | 7.40 | 9.53 | 8.43 | 8.58 | 10.24 | -10.07 | 7.34 | 6.61 | 20.16 | -8.46 | 13.48 | 10.60 | -0.95 | 2.92 | 15.49 | 12.45 | -0.21 | 17.58 | 22.92 | -21.01 | 9.78 | 20.52 | 14.92 | 18.37 | 37.64 | 10.23 | 10.23 | 9.67 | 19.54 | -0.17 | 8.43 | 13.67 | 15.25 | 2.52 | 26.15 | 8.42 | 15.52 | -4.05 | 10.94 | 9.19 | -5.82 | 10.56 | 22.81 | -10.89 | 12.29 | 21.21 | -8.60 | 31.90 |
| Sharpe Ratio | NA | 0.40 | 0.21 | 0.49 | 0.32 | NA | NA | 0.55 | 1.38 | 0.21 | 0.61 | -0.71 | 0.64 | 0.27 | 2.34 | -0.98 | 2.75 | 1.05 | -0.09 | 0.40 | 1.77 | 1.34 | -0.02 | 1.50 | 1.44 | -0.87 | 0.86 | 2.22 | 2.28 | 2.41 | 5.44 | 1.07 | 0.90 | 0.79 | 2.62 | -0.45 | 0.89 | 2.84 | 3.15 | -0.11 | 8.59 | 1.62 | 2.07 | -1.62 | 0.73 | 0.66 | -0.40 | 0.43 | 1.73 | -0.90 | 0.54 | 0.81 | -0.90 | 2.91 |
| Standard Deviation(%) | NA | 12.93 | 12.97 | 12.88 | 12.76 | NA | NA | 11.80 | 17.21 | 9.67 | 9.95 | 16.30 | 11.49 | 23.92 | 8.02 | 10.01 | 4.69 | 9.89 | 10.50 | 7.30 | 8.71 | 9.30 | 15.93 | 11.69 | 15.89 | 24.99 | 7.96 | 7.80 | 5.61 | 7.24 | 6.79 | 8.54 | 8.91 | 7.03 | 6.24 | 7.77 | 5.48 | 3.55 | 3.62 | 4.00 | 2.79 | 3.69 | 5.67 | 5.72 | 7.14 | 6.79 | 24.68 | 14.92 | 10.17 | 19.43 | 11.37 | 16.81 | 20.63 | 15.95 |
| Draw Down(%) | NA | 10.71 | 15.47 | 22.50 | 27.68 | NA | NA | 37.16 | 9.71 | 8.73 | 8.29 | 19.57 | 9.94 | 27.68 | 4.49 | 15.87 | 1.76 | 7.28 | 11.45 | 8.11 | 5.96 | 9.62 | 12.78 | 9.68 | 19.01 | 34.92 | 7.16 | 9.21 | 3.94 | 6.70 | 7.10 | 15.31 | 13.47 | 4.26 | 4.98 | 16.75 | 7.25 | 3.05 | 2.33 | 5.22 | 1.28 | 2.28 | 2.79 | 9.55 | 5.54 | 4.37 | 29.63 | 15.15 | 7.84 | 18.95 | 8.77 | 10.18 | 19.35 | 3.31 |
| Yield(%) | 0.00 | 2.37 | 1.34 | 1.67 | 2.98 | 4.04 | 5.23 | 11.87 | 0.00 | 2.54 | 1.40 | 0.09 | 2.03 | 0.87 | 6.25 | 5.44 | 4.59 | 5.05 | 1.14 | 5.02 | 4.92 | 4.64 | 2.44 | 1.58 | 1.72 | 5.46 | 11.94 | 11.37 | 6.54 | 1.82 | 5.95 | 3.73 | 3.24 | 18.61 | 12.08 | 9.50 | 10.89 | 7.41 | 6.81 | 3.10 | 3.76 | 5.42 | 5.12 | 4.01 | 4.26 | 4.99 | 4.72 | 3.64 | 4.52 | 4.61 | 5.52 | 8.38 | 5.97 | 14.15 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGENX (FIRST EAGLE GLOBAL FUND CLASS A) |
-5.88%
Sep 1987 - Sep 1990 |
0.66%
Sep 1987 - Sep 1992 |
4.35%
Oct 2013 - Oct 2023 |
4.70%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGENX (FIRST EAGLE GLOBAL FUND CLASS A) |
27.28%
Mar 2003 - Mar 2006 |
22.12%
Oct 2002 - Oct 2007 |
14.84%
Apr 1997 - Apr 2007 |
14.32%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart