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SGOIX: FIRST EAGLE OVERSEAS FUND CLASS I (MUTUAL FUND)
Basic Info 33.45 0.82(2.39%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/17/1999 |
| Last Dividend Date: | 12/04/2025 |
| 12-Mo. Yield | 9.19% |
| Expenses | 0.80% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 6.8 | 24.8 | 17.9 | 8.2 | 7.7 | 6.7 | 6.8 | 8.4 | 39.1 | 6.4 | 10.7 | -10.9 | 2.8 | 7.3 | 17.9 | -10.0 | 14.4 | 5.8 | 2.6 | -0.8 | 11.9 | 14.3 | -5.4 | 19.5 | 20.9 | -20.6 | 8.4 | 22.5 | 17.3 | 22.1 | 41.8 | 12.7 | 5.5 | -19.0 | 0.3 |
| Sharpe Ratio | NA | 1.44 | 2.19 | 1.39 | 0.53 | 0.55 | NA | NA | 0.56 | 3.07 | 0.29 | 0.76 | -0.8 | 0.3 | 0.36 | 2.32 | -1.32 | 2.71 | 0.56 | 0.26 | -0.1 | 1.29 | 1.54 | -0.38 | 1.82 | 1.47 | -0.88 | 0.57 | 2.11 | 2.15 | 2.47 | 5.22 | 1.21 | 0.27 | -0.84 | 0.23 |
| Draw Down(%) | NA | 11.3 | 11.3 | 11.3 | 23.2 | 24.8 | NA | NA | 35.5 | 10.0 | 8.1 | 8.3 | 20.2 | 8.8 | 24.8 | 4.0 | 16.1 | 2.5 | 7.4 | 12.0 | 10.1 | 7.5 | 10.6 | 14.0 | 9.3 | 16.1 | 35.1 | 8.1 | 10.5 | 5.2 | 7.2 | 6.8 | 16.6 | 14.6 | 25.2 | 3.7 |
| Standard Deviation(%) | NA | 15.8 | 12.3 | 11.4 | 12.0 | 11.5 | NA | NA | 12.6 | 11.8 | 9.9 | 9.4 | 15.5 | 9.4 | 19.2 | 7.1 | 8.6 | 5.1 | 10.1 | 9.9 | 7.4 | 9.1 | 9.3 | 14.5 | 10.7 | 14.1 | 24.4 | 9.3 | 9.1 | 7.0 | 8.5 | 7.9 | 9.5 | 11.6 | 27.8 | 25.3 |
| Treynor Ratio | NA | 0.28 | 0.34 | 0.21 | 0.09 | 0.1 | NA | NA | 0.14 | 0.5 | 0.04 | 0.11 | -0.18 | 0.04 | 0.14 | 0.27 | -0.19 | 0.25 | 0.12 | 0.04 | -0.01 | 0.21 | 0.29 | -0.11 | 0.54 | 0.63 | -0.45 | 0.16 | 0.35 | 0.29 | 0.43 | 1.28 | 0.34 | 0.06 | -0.46 | 0.05 |
| Alpha | NA | 0.01 | 0.03 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.04 | 0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.04 | 0.0 | 0.01 | 0.03 | 0.03 | 0.04 | 0.1 | 0.07 | 0.06 | -0.05 | -0.6 |
| Beta | NA | 0.82 | 0.79 | 0.75 | 0.71 | 0.62 | NA | NA | 0.5 | 0.73 | 0.74 | 0.68 | 0.68 | 0.69 | 0.51 | 0.62 | 0.61 | 0.55 | 0.48 | 0.57 | 0.53 | 0.58 | 0.49 | 0.49 | 0.36 | 0.33 | 0.48 | 0.34 | 0.55 | 0.51 | 0.49 | 0.32 | 0.34 | 0.49 | 0.51 | 1.08 |
| RSquared | NA | 0.83 | 0.82 | 0.86 | 0.87 | 0.75 | NA | NA | 0.55 | 0.86 | 0.87 | 0.88 | 0.9 | 0.86 | 0.52 | 0.85 | 0.91 | 0.64 | 0.69 | 0.8 | 0.65 | 0.64 | 0.77 | 0.85 | 0.5 | 0.46 | 0.66 | 0.37 | 0.65 | 0.56 | 0.61 | 0.33 | 0.5 | 0.54 | 0.09 | 0.11 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.8 | 8.4 | 2.6 | 0.3 | 3.6 | 0.5 | 6.4 | 2.9 | 4.0 | 3.9 | 1.6 | 4.8 | 6.5 | 5.8 | 4.7 | 2.9 | 3.7 | 7.2 | 16.2 | 13.3 | 11.2 | 1.9 | 4.7 | 1.9 | 0.0 | 0.0 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 27.4 | 240.7 | 634.9 | -91.3 | 678.7 | -91.3 | 89.2 | -18.5 | 4.3 | 145.9 | -68.3 | -24.6 | 21.8 | 11.1 | 87.6 | -8.1 | -62.6 | -58.7 | 30.5 | 28.1 | 590.4 | -44.1 | 176.1 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/16/1999
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