FEHIX vs. SVARX
Compare and contrast key facts about First Eagle High Income Fund (FEHIX) and Spectrum Low Volatility Fund (SVARX).
FEHIX is managed by First Eagle. It was launched on Nov 19, 2007. SVARX is managed by Advisors Preferred. It was launched on Dec 15, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEHIX or SVARX.
Correlation
The correlation between FEHIX and SVARX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FEHIX vs. SVARX - Performance Comparison
Key characteristics
FEHIX:
2.53
SVARX:
0.84
FEHIX:
3.52
SVARX:
1.19
FEHIX:
1.59
SVARX:
1.21
FEHIX:
3.41
SVARX:
1.24
FEHIX:
10.45
SVARX:
2.25
FEHIX:
1.16%
SVARX:
1.36%
FEHIX:
4.76%
SVARX:
3.63%
FEHIX:
-18.91%
SVARX:
-6.62%
FEHIX:
-1.28%
SVARX:
-1.65%
Returns By Period
In the year-to-date period, FEHIX achieves a 0.91% return, which is significantly higher than SVARX's 0.76% return. Over the past 10 years, FEHIX has underperformed SVARX with an annualized return of 4.49%, while SVARX has yielded a comparatively higher 5.57% annualized return.
FEHIX
0.91%
2.34%
2.22%
12.21%
4.73%
4.49%
SVARX
0.76%
0.76%
0.62%
3.57%
5.42%
5.57%
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FEHIX vs. SVARX - Expense Ratio Comparison
FEHIX has a 0.80% expense ratio, which is lower than SVARX's 2.34% expense ratio.
Risk-Adjusted Performance
FEHIX vs. SVARX — Risk-Adjusted Performance Rank
FEHIX
SVARX
FEHIX vs. SVARX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle High Income Fund (FEHIX) and Spectrum Low Volatility Fund (SVARX). 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.
Dividends
FEHIX vs. SVARX - Dividend Comparison
FEHIX's dividend yield for the trailing twelve months is around 5.60%, less than SVARX's 8.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEHIX First Eagle High Income Fund | 5.60% | 5.63% | 5.28% | 5.01% | 3.87% | 4.35% | 4.70% | 5.56% | 5.33% | 6.09% | 7.54% | 6.05% |
SVARX Spectrum Low Volatility Fund | 8.43% | 8.49% | 3.35% | 0.00% | 5.70% | 0.71% | 3.38% | 2.41% | 4.79% | 6.68% | 3.02% | 2.82% |
Drawdowns
FEHIX vs. SVARX - Drawdown Comparison
The maximum FEHIX drawdown since its inception was -18.91%, which is greater than SVARX's maximum drawdown of -6.62%. Use the drawdown chart below to compare losses from any high point for FEHIX and SVARX. For additional features, visit the drawdowns tool.
Volatility
FEHIX vs. SVARX - Volatility Comparison
First Eagle High Income Fund (FEHIX) has a higher volatility of 1.42% compared to Spectrum Low Volatility Fund (SVARX) at 0.76%. This indicates that FEHIX's price experiences larger fluctuations and is considered to be riskier than SVARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.