Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAROX (First Eagle Overseas Fund Class R3) | NA | 6.57% | 2.23% | 4.59% | NA | NA | NA | … | … |
Data as of 03/08/2024, Common starting date is 05/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAROX (First Eagle Overseas Fund Class R3) | 05/03/2018 | 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 | 6.57 | 2.23 | 4.59 | NA | NA | NA | … | … | 0.00 | 10.15 | -8.35 | 4.75 | 6.78 | 17.24 | -9.57 |
| Sharpe Ratio | NA | 0.31 | 0.01 | 0.24 | NA | NA | NA | … | … | -0.43 | 0.64 | -0.64 | 0.52 | 0.34 | 2.23 | -1.85 |
| Standard Deviation(%) | NA | 8.98 | 11.50 | 12.79 | NA | NA | NA | … | … | 8.48 | 9.36 | 15.25 | 9.13 | 19.07 | 7.11 | 8.42 |
| Draw Down(%) | NA | 8.43 | 21.91 | 24.87 | NA | NA | NA | … | … | 2.79 | 8.43 | 20.52 | 6.94 | 24.87 | 4.07 | 12.49 |
| Yield(%) | 0.00 | 2.08 | 3.49 | 3.44 | 1.87 | 1.25 | 0.94 | … | … | 0.00 | 2.14 | 3.07 | 5.39 | 0.20 | 5.72 | 2.75 |
Data as of 03/08/2024, Common starting date is 05/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAROX (First Eagle Overseas Fund Class R3) |
-1.85%
Sep 2019 – Sep 2022 |
2.65%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAROX (First Eagle Overseas Fund Class R3) |
9.96%
Mar 2020 – Mar 2023 |
5.77%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart