Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/24/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGOVX (FIRST EAGLE OVERSEAS FUND CLASS A) | 13.40% | 14.21% | 6.28% | 7.50% | 4.12% | 5.27% | 6.18% | 8.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGOVX (FIRST EAGLE OVERSEAS FUND CLASS A) | 12/20/1994 | 04/24/2025 |
The return data shown below all have the same latest date: 04/24/2025.
AR inception is since 12/20/1994.
AR inception is since 12/20/1994.
| 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 (%) | 1.81 | 14.21 | 6.28 | 7.50 | 4.12 | 5.27 | 6.18 | 8.96 | 13.40 | 3.50 | 9.80 | -11.19 | 2.48 | 6.95 | 17.60 | -10.26 | 14.06 | 5.54 | 2.27 | -0.97 | 11.57 | 13.98 | -5.65 | 19.23 | 20.67 | -20.84 | 8.11 | 22.29 | 16.92 | 21.83 | 41.41 | 12.53 | 5.35 | 5.68 | 33.19 | 2.70 | 2.85 | 14.53 | 10.29 | 0.29 |
| Sharpe Ratio | NA | 0.58 | 0.02 | 0.38 | 0.21 | NA | NA | 0.65 | 2.47 | -0.31 | 0.59 | -0.82 | 0.26 | 0.35 | 2.28 | -1.35 | 2.65 | 0.53 | 0.23 | -0.13 | 1.27 | 1.51 | -0.39 | 1.79 | 1.45 | -0.89 | 0.55 | 2.09 | 2.10 | 2.45 | 5.16 | 1.20 | 0.27 | 0.16 | 3.48 | -0.06 | -0.09 | 2.51 | 1.29 | 1.17 |
| Standard Deviation(%) | NA | 12.75 | 12.49 | 11.92 | 11.37 | NA | NA | 10.90 | 16.77 | 10.11 | 9.41 | 15.46 | 9.44 | 19.16 | 7.10 | 8.62 | 5.09 | 10.05 | 9.90 | 7.35 | 9.11 | 9.30 | 14.51 | 10.69 | 14.17 | 24.31 | 9.27 | 9.14 | 7.01 | 8.54 | 7.89 | 9.54 | 11.55 | 9.87 | 8.61 | 9.76 | 7.11 | 4.35 | 4.98 | 5.94 |
| Draw Down(%) | NA | 11.52 | 17.60 | 23.52 | 24.85 | NA | NA | 35.68 | 10.08 | 10.43 | 8.36 | 20.36 | 9.04 | 24.85 | 3.99 | 16.28 | 2.50 | 7.42 | 12.15 | 10.18 | 7.49 | 10.68 | 14.07 | 9.36 | 16.14 | 35.22 | 8.13 | 10.54 | 5.19 | 7.19 | 6.85 | 16.67 | 14.76 | 5.58 | 5.22 | 19.36 | 10.52 | 3.76 | 2.74 | 0.66 |
| Yield(%) | 0.00 | 5.49 | 2.48 | 2.60 | 2.80 | 3.81 | 5.29 | 9.49 | 0.00 | 5.68 | 1.83 | 0.07 | 3.40 | 0.22 | 6.20 | 2.64 | 3.75 | 3.71 | 1.34 | 4.78 | 6.38 | 5.64 | 4.50 | 2.70 | 3.59 | 7.23 | 16.06 | 13.15 | 11.04 | 1.91 | 4.64 | 1.82 | 0.00 | 24.10 | 7.17 | 11.01 | 11.40 | 7.81 | 3.75 | 0.45 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGOVX (FIRST EAGLE OVERSEAS FUND CLASS A) |
-4.70%
Mar 2006 - Mar 2009 |
-0.75%
Sep 2017 - Sep 2022 |
2.50%
Oct 2013 - Oct 2023 |
2.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGOVX (FIRST EAGLE OVERSEAS FUND CLASS A) |
30.95%
Mar 2003 - Mar 2006 |
24.55%
Oct 2002 - Oct 2007 |
16.52%
Oct 1997 - Oct 2007 |
13.18%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart