FEURX vs. SGOVX
Compare and contrast key facts about First Eagle Gold Fund Class R6 (FEURX) and First Eagle Overseas Fund (SGOVX).
FEURX is an actively managed fund by First Eagle. It was launched on Mar 1, 2017. SGOVX is managed by First Eagle. It was launched on Aug 31, 1993.
Performance
FEURX vs. SGOVX - Performance Comparison
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FEURX vs. SGOVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEURX First Eagle Gold Fund Class R6 | 9.01% | 129.09% | 10.69% | 7.37% | -1.26% | -7.42% | 30.08% | 38.92% | -15.55% | -1.36% |
SGOVX First Eagle Overseas Fund | 3.72% | 38.69% | 6.16% | 10.41% | -8.07% | 4.94% | 6.95% | 17.60% | -10.26% | 8.68% |
Returns By Period
In the year-to-date period, FEURX achieves a 9.01% return, which is significantly higher than SGOVX's 3.72% return.
FEURX
- 1D
- 6.18%
- 1M
- -17.95%
- YTD
- 9.01%
- 6M
- 25.15%
- 1Y
- 89.50%
- 3Y*
- 38.84%
- 5Y*
- 23.78%
- 10Y*
- —
SGOVX
- 1D
- 2.34%
- 1M
- -7.73%
- YTD
- 3.72%
- 6M
- 9.49%
- 1Y
- 29.49%
- 3Y*
- 16.45%
- 5Y*
- 9.76%
- 10Y*
- 8.01%
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FEURX vs. SGOVX - Expense Ratio Comparison
FEURX has a 0.81% expense ratio, which is lower than SGOVX's 1.16% expense ratio.
Return for Risk
FEURX vs. SGOVX — Risk / Return Rank
FEURX
SGOVX
FEURX vs. SGOVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund Class R6 (FEURX) and First Eagle Overseas Fund (SGOVX). 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.
| FEURX | SGOVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.32 | 2.19 | +0.13 |
Sortino ratioReturn per unit of downside risk | 2.53 | 2.78 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.43 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 3.40 | 2.55 | +0.85 |
Martin ratioReturn relative to average drawdown | 12.43 | 10.62 | +1.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEURX | SGOVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | 2.19 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.83 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.87 | -0.25 |
Correlation
The correlation between FEURX and SGOVX is 0.53, 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.
Dividends
FEURX vs. SGOVX - Dividend Comparison
FEURX's dividend yield for the trailing twelve months is around 1.15%, less than SGOVX's 8.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEURX First Eagle Gold Fund Class R6 | 1.15% | 1.26% | 5.39% | 1.17% | 0.00% | 1.30% | 1.53% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
SGOVX First Eagle Overseas Fund | 8.17% | 8.47% | 8.43% | 2.24% | 3.62% | 5.76% | 0.21% | 5.54% | 3.05% | 3.40% | 3.59% | 1.32% |
Drawdowns
FEURX vs. SGOVX - Drawdown Comparison
The maximum FEURX drawdown since its inception was -36.99%, roughly equal to the maximum SGOVX drawdown of -35.68%. Use the drawdown chart below to compare losses from any high point for FEURX and SGOVX.
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Drawdown Indicators
| FEURX | SGOVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.99% | -35.68% | -1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -26.66% | -11.38% | -15.28% |
Max Drawdown (5Y)Largest decline over 5 years | -33.93% | -21.68% | -12.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.85% | — |
Current DrawdownCurrent decline from peak | -17.95% | -8.95% | -9.00% |
Average DrawdownAverage peak-to-trough decline | -12.62% | -4.45% | -8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.29% | 2.73% | +4.56% |
Volatility
FEURX vs. SGOVX - Volatility Comparison
First Eagle Gold Fund Class R6 (FEURX) has a higher volatility of 15.60% compared to First Eagle Overseas Fund (SGOVX) at 6.41%. This indicates that FEURX's price experiences larger fluctuations and is considered to be riskier than SGOVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEURX | SGOVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.60% | 6.41% | +9.19% |
Volatility (6M)Calculated over the trailing 6-month period | 33.00% | 9.83% | +23.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.96% | 13.64% | +25.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.21% | 11.76% | +16.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.77% | 11.37% | +15.40% |