Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FERRX (First Eagle Funds – Global Real Assets Fund) | 14.42% | 29.49% | 16.61% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/26/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FERRX (First Eagle Funds – Global Real Assets Fund) | 01/26/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 29.49 | 16.61 | NA | NA | NA | NA | … | … | 14.42 | 25.88 | 1.77 | 9.81 | -2.58 |
| Sharpe Ratio | NA | 1.76 | 0.94 | NA | NA | NA | NA | … | … | 1.57 | 1.60 | -0.16 | 0.49 | -0.22 |
| Standard Deviation(%) | NA | 15.17 | 14.17 | NA | NA | NA | NA | … | … | 19.69 | 14.42 | 11.74 | 12.65 | 19.50 |
| Draw Down(%) | NA | 10.03 | 13.77 | NA | NA | NA | NA | … | … | 10.03 | 13.21 | 8.89 | 9.30 | 22.58 |
| Yield(%) | 0.00 | 4.12 | 3.61 | 2.49 | 1.24 | 0.83 | 0.62 | … | … | 0.00 | 4.56 | 3.69 | 2.21 | 1.93 |
Data as of 06/11/2026, Common starting date is 01/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FERRX (First Eagle Funds – Global Real Assets Fund) |
2.29%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FERRX (First Eagle Funds – Global Real Assets Fund) |
18.87%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart