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BGEIX vs. FEGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BGEIX vs. FEGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Global Gold Fund (BGEIX) and First Eagle Gold Fund Class I (FEGIX). The values are adjusted to include any dividend payments, if applicable.

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BGEIX vs. FEGIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BGEIX
American Century Global Gold Fund
-0.90%158.45%15.10%7.52%-12.54%-8.85%18.92%37.82%-7.43%10.62%
FEGIX
First Eagle Gold Fund Class I
2.63%128.89%10.57%7.24%-1.31%-7.54%30.00%38.98%-15.69%8.44%

Returns By Period

In the year-to-date period, BGEIX achieves a -0.90% return, which is significantly lower than FEGIX's 2.63% return. Both investments have delivered pretty close results over the past 10 years, with BGEIX having a 16.25% annualized return and FEGIX not far behind at 15.86%.


BGEIX

1D
-0.23%
1M
-25.99%
YTD
-0.90%
6M
14.02%
1Y
86.62%
3Y*
41.61%
5Y*
22.42%
10Y*
16.25%

FEGIX

1D
-0.12%
1M
-22.39%
YTD
2.63%
6M
19.07%
1Y
78.51%
3Y*
35.94%
5Y*
22.88%
10Y*
15.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BGEIX vs. FEGIX - Expense Ratio Comparison

BGEIX has a 0.65% expense ratio, which is lower than FEGIX's 0.96% expense ratio.


Return for Risk

BGEIX vs. FEGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGEIX
BGEIX Risk / Return Rank: 9090
Overall Rank
BGEIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BGEIX Sortino Ratio Rank: 8787
Sortino Ratio Rank
BGEIX Omega Ratio Rank: 8585
Omega Ratio Rank
BGEIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
BGEIX Martin Ratio Rank: 9191
Martin Ratio Rank

FEGIX
FEGIX Risk / Return Rank: 9090
Overall Rank
FEGIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
FEGIX Sortino Ratio Rank: 8787
Sortino Ratio Rank
FEGIX Omega Ratio Rank: 8686
Omega Ratio Rank
FEGIX Calmar Ratio Rank: 9494
Calmar Ratio Rank
FEGIX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BGEIX vs. FEGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and First Eagle Gold Fund Class I (FEGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BGEIXFEGIXDifference

Sharpe ratio

Return per unit of total volatility

2.06

2.07

-0.01

Sortino ratio

Return per unit of downside risk

2.33

2.33

0.00

Omega ratio

Gain probability vs. loss probability

1.35

1.36

-0.01

Calmar ratio

Return relative to maximum drawdown

2.90

2.97

-0.07

Martin ratio

Return relative to average drawdown

10.79

11.00

-0.21

BGEIX vs. FEGIX - Sharpe Ratio Comparison

The current BGEIX Sharpe Ratio is 2.06, which is comparable to the FEGIX Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of BGEIX and FEGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BGEIXFEGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

2.07

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.82

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.59

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.34

-0.18

Correlation

The correlation between BGEIX and FEGIX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BGEIX vs. FEGIX - Dividend Comparison

BGEIX's dividend yield for the trailing twelve months is around 0.85%, less than FEGIX's 1.16% yield.


TTM2025202420232022202120202019201820172016
BGEIX
American Century Global Gold Fund
0.85%0.85%1.36%1.56%1.38%2.13%0.56%0.87%0.00%0.00%10.56%
FEGIX
First Eagle Gold Fund Class I
1.16%1.19%5.31%1.08%0.00%1.19%1.48%0.09%0.00%0.00%0.00%

Drawdowns

BGEIX vs. FEGIX - Drawdown Comparison

The maximum BGEIX drawdown since its inception was -78.69%, which is greater than FEGIX's maximum drawdown of -70.38%. Use the drawdown chart below to compare losses from any high point for BGEIX and FEGIX.


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Drawdown Indicators


BGEIXFEGIXDifference

Max Drawdown

Largest peak-to-trough decline

-78.69%

-70.38%

-8.31%

Max Drawdown (1Y)

Largest decline over 1 year

-30.55%

-26.66%

-3.89%

Max Drawdown (5Y)

Largest decline over 5 years

-46.62%

-33.95%

-12.67%

Max Drawdown (10Y)

Largest decline over 10 years

-51.92%

-41.84%

-10.08%

Current Drawdown

Current decline from peak

-25.99%

-22.73%

-3.26%

Average Drawdown

Average peak-to-trough decline

-35.23%

-28.82%

-6.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.21%

7.21%

+1.00%

Volatility

BGEIX vs. FEGIX - Volatility Comparison

American Century Global Gold Fund (BGEIX) has a higher volatility of 15.52% compared to First Eagle Gold Fund Class I (FEGIX) at 13.89%. This indicates that BGEIX's price experiences larger fluctuations and is considered to be riskier than FEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BGEIXFEGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.52%

13.89%

+1.63%

Volatility (6M)

Calculated over the trailing 6-month period

35.02%

32.49%

+2.53%

Volatility (1Y)

Calculated over the trailing 1-year period

43.03%

38.59%

+4.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.87%

28.11%

+4.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.39%

27.16%

+6.23%