SGOIX
First Eagle Overseas Fund Class I
Mutual fund
$33.92+0.24 (+0.71%)Close Oct 2, 2026
Jul 31, 1998 – Oct 2, 2026, Dividends reinvested
- Final balance
- $100,977
- CAGR
- +8.55%
- Max drawdown
- −35.54%
- Sharpe ratio
- 0.74
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.55%
- 3M
- +0.53%
- 6M
- +3.89%
- YTD
- +8.30%
- 1Y
- +14.16%
- 3Y
- +20.32%
- 5Y
- +10.84%
- 10Y
- +8.04%
- 15Y
- +7.88%
- 20Y
- +7.01%
- 25Y
- +10.13%
- Since 1998
- +8.55%
Metrics
Since 1998| Volatility | 12.22% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.24 |
| Best year, 2003 | +41.85% |
| Worst year, 2008 | −20.62% |
| Positive years | 21 of 27 |
| Longest drawdown | 2.9 years |
Worst drawdowns
Since 1998| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.5% | May 2008 | Mar 2009 | Sep 2010 | 2.3 years |
| −28.9% | Jul 2000 | Sep 2001 | May 2003 | 2.9 years |
| −24.8% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −21.4% | Jun 2021 | Sep 2022 | Mar 2024 | 2.7 years |
| −16.2% | Jul 1998 | Oct 1998 | Apr 1999 | 9 months |
Annual returns
1998 from Jul 31 · 2026 through Oct 2