Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGGDX (FIRST EAGLE GOLD FUND CLASS A) | 48.26% | 50.60% | 24.40% | 10.42% | 11.39% | 3.17% | 7.28% | 6.87% |
Data as of 07/03/2025, AR inception is 12/20/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGGDX (FIRST EAGLE GOLD FUND CLASS A) | 12/20/1994 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 50.60 | 24.40 | 10.42 | 11.39 | 3.17 | 7.28 | 6.87 | 48.26 | 10.32 | 7.01 | -1.56 | -7.78 | 29.63 | 38.51 | -15.90 | 8.12 | 36.92 | -19.28 | -2.41 | -46.99 | -5.15 | -11.23 | 34.55 | 39.20 | -14.26 | 23.28 | 21.38 | 26.18 | -5.11 | 39.42 | 107.00 | 37.34 | -17.79 | 8.10 | -18.49 | -29.76 | 0.71 | -1.21 | 1.87 |
| Sharpe Ratio | NA | 1.69 | 0.75 | 0.33 | 0.38 | NA | NA | 0.19 | 3.82 | 0.15 | 0.12 | -0.10 | -0.37 | 0.81 | 1.86 | -0.85 | 0.41 | 1.10 | -0.64 | -0.09 | -1.43 | -0.23 | -0.43 | 1.47 | 1.16 | -0.30 | 0.86 | 0.65 | 1.29 | -0.24 | 1.59 | 3.14 | 1.44 | -0.82 | 0.18 | -0.97 | -2.00 | -0.22 | -0.41 | 6.08 |
| Standard Deviation(%) | NA | 28.08 | 26.70 | 25.84 | 26.64 | NA | NA | 26.77 | 30.53 | 25.45 | 22.65 | 29.64 | 21.14 | 35.98 | 19.90 | 20.35 | 18.35 | 33.28 | 30.29 | 27.99 | 32.94 | 22.62 | 26.45 | 23.39 | 33.85 | 50.14 | 23.82 | 27.80 | 18.58 | 24.88 | 24.38 | 33.67 | 24.79 | 26.58 | 26.49 | 22.45 | 16.55 | 12.58 | 12.45 | 15.02 |
| Draw Down(%) | NA | 18.68 | 23.89 | 37.45 | 42.16 | NA | NA | 70.69 | 10.22 | 18.68 | 22.84 | 34.02 | 19.20 | 25.11 | 13.14 | 29.19 | 14.93 | 32.29 | 33.81 | 31.27 | 49.66 | 27.11 | 21.96 | 16.85 | 17.20 | 55.17 | 14.78 | 24.95 | 15.35 | 26.29 | 20.46 | 29.01 | 13.43 | 31.83 | 22.81 | 34.28 | 37.50 | 19.27 | 10.77 | 1.13 |
| Yield(%) | 0.00 | 5.09 | 2.49 | 1.68 | 1.50 | 1.28 | 4.19 | 4.54 | 0.00 | 5.59 | 0.90 | 0.00 | 0.83 | 1.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 3.80 | 7.06 | 1.97 | 4.22 | 8.47 | 17.87 | 3.06 | 0.00 | 4.33 | 1.20 | 1.51 | 3.60 | 2.66 | 2.94 | 3.70 | 1.23 | 3.16 | 0.33 |
Data as of 07/03/2025, AR inception is 12/20/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGGDX (FIRST EAGLE GOLD FUND CLASS A) |
-27.58%
Sep 2012 - Sep 2015 |
-18.86%
Dec 2010 - Dec 2015 |
-4.28%
Sep 2012 - Sep 2022 |
-0.58%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGGDX (FIRST EAGLE GOLD FUND CLASS A) |
60.71%
Nov 2000 - Nov 2003 |
40.20%
Jan 2001 - Jan 2006 |
27.95%
Nov 2000 - Nov 2010 |
14.06%
Nov 1997 - Nov 2012 |
Annualized Rolling Returns Comparison Chart