GLOSX vs. SGENX
Compare and contrast key facts about Pioneer Global Sustainable Equity Fund Class A (GLOSX) and First Eagle Global Fund Class A (SGENX).
GLOSX is managed by Amundi US. It was launched on Dec 15, 2005. SGENX is managed by First Eagle. It was launched on Jan 1, 1979.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLOSX or SGENX.
Key characteristics
| GLOSX | SGENX | |
|---|---|---|
| YTD Return | 14.28% | 15.18% |
| 1Y Return | 20.46% | 20.74% |
| 3Y Return (Ann) | -1.07% | 6.25% |
| 5Y Return (Ann) | 7.71% | 8.70% |
| 10Y Return (Ann) | 5.06% | 7.23% |
| Sharpe Ratio | 1.85 | 2.49 |
| Sortino Ratio | 2.48 | 3.45 |
| Omega Ratio | 1.32 | 1.44 |
| Calmar Ratio | 1.11 | 5.80 |
| Martin Ratio | 10.79 | 19.18 |
| Ulcer Index | 2.09% | 1.19% |
| Daily Std Dev | 12.23% | 9.20% |
| Max Drawdown | -57.10% | -37.60% |
| Current Drawdown | -3.55% | -2.85% |
Correlation
The correlation between GLOSX and SGENX is 0.87, 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.
Performance
GLOSX vs. SGENX - Performance Comparison
In the year-to-date period, GLOSX achieves a 14.28% return, which is significantly lower than SGENX's 15.18% return. Over the past 10 years, GLOSX has underperformed SGENX with an annualized return of 5.06%, while SGENX has yielded a comparatively higher 7.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GLOSX vs. SGENX - Expense Ratio Comparison
GLOSX has a 1.10% expense ratio, which is lower than SGENX's 1.11% expense ratio.
Risk-Adjusted Performance
GLOSX vs. SGENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Global Sustainable Equity Fund Class A (GLOSX) and First Eagle Global Fund Class A (SGENX). 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
GLOSX vs. SGENX - Dividend Comparison
GLOSX's dividend yield for the trailing twelve months is around 1.26%, more than SGENX's 1.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLOSX Pioneer Global Sustainable Equity Fund Class A | 1.26% | 1.44% | 1.43% | 1.94% | 0.87% | 0.93% | 0.68% | 1.27% | 1.25% | 0.60% | 2.83% | 1.52% |
SGENX First Eagle Global Fund Class A | 1.12% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% | 1.22% |
Drawdowns
GLOSX vs. SGENX - Drawdown Comparison
The maximum GLOSX drawdown since its inception was -57.10%, which is greater than SGENX's maximum drawdown of -37.60%. Use the drawdown chart below to compare losses from any high point for GLOSX and SGENX. For additional features, visit the drawdowns tool.
Volatility
GLOSX vs. SGENX - Volatility Comparison
Pioneer Global Sustainable Equity Fund Class A (GLOSX) has a higher volatility of 3.32% compared to First Eagle Global Fund Class A (SGENX) at 2.31%. This indicates that GLOSX's price experiences larger fluctuations and is considered to be riskier than SGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.