IFPUX vs. SGOIX
Compare and contrast key facts about Independent Franchise Part Equity Fund (IFPUX) and First Eagle Overseas Fund Class I (SGOIX).
IFPUX is managed by Independent Franchise Partners. It was launched on Dec 20, 2011. SGOIX is managed by First Eagle.
Performance
IFPUX vs. SGOIX - Performance Comparison
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IFPUX vs. SGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | -9.57% | 28.47% | 21.80% | 21.19% | -10.77% | 16.17% | 19.09% | 35.20% | -7.11% | 15.64% |
SGOIX First Eagle Overseas Fund Class I | 1.44% | 39.06% | 6.45% | 10.73% | -7.86% | 5.25% | 7.25% | 17.90% | -9.95% | 14.38% |
Returns By Period
In the year-to-date period, IFPUX achieves a -9.57% return, which is significantly lower than SGOIX's 1.44% return. Over the past 10 years, IFPUX has outperformed SGOIX with an annualized return of 12.61%, while SGOIX has yielded a comparatively lower 8.06% annualized return.
IFPUX
- 1D
- 1.23%
- 1M
- -8.23%
- YTD
- -9.57%
- 6M
- -5.73%
- 1Y
- 7.17%
- 3Y*
- 16.45%
- 5Y*
- 10.43%
- 10Y*
- 12.61%
SGOIX
- 1D
- 0.19%
- 1M
- -10.98%
- YTD
- 1.44%
- 6M
- 7.39%
- 1Y
- 27.04%
- 3Y*
- 15.87%
- 5Y*
- 9.77%
- 10Y*
- 8.06%
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IFPUX vs. SGOIX - Expense Ratio Comparison
IFPUX has a 0.68% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
IFPUX vs. SGOIX — Risk / Return Rank
IFPUX
SGOIX
IFPUX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Independent Franchise Part Equity Fund (IFPUX) and First Eagle Overseas Fund Class I (SGOIX). 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.
| IFPUX | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.97 | -1.42 |
Sortino ratioReturn per unit of downside risk | 0.85 | 2.51 | -1.66 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.39 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.25 | -1.67 |
Martin ratioReturn relative to average drawdown | 1.91 | 9.52 | -7.61 |
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
| IFPUX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.97 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.84 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.71 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.87 | -0.11 |
Correlation
The correlation between IFPUX and SGOIX is 0.64, 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
IFPUX vs. SGOIX - Dividend Comparison
IFPUX's dividend yield for the trailing twelve months is around 10.85%, more than SGOIX's 8.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | 10.85% | 9.81% | 20.93% | 8.24% | 16.77% | 5.50% | 12.63% | 11.08% | 8.13% | 1.35% | 3.74% | 0.00% |
SGOIX First Eagle Overseas Fund Class I | 8.33% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
IFPUX vs. SGOIX - Drawdown Comparison
The maximum IFPUX drawdown since its inception was -27.73%, smaller than the maximum SGOIX drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for IFPUX and SGOIX.
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Drawdown Indicators
| IFPUX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.73% | -35.54% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -11.35% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -21.39% | -0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -27.73% | -24.79% | -2.94% |
Current DrawdownCurrent decline from peak | -11.08% | -10.98% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -4.57% | +0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 2.68% | +0.99% |
Volatility
IFPUX vs. SGOIX - Volatility Comparison
The current volatility for Independent Franchise Part Equity Fund (IFPUX) is 3.42%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 5.81%. This indicates that IFPUX experiences smaller price fluctuations and is considered to be less risky than SGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFPUX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 5.81% | -2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 9.60% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 13.48% | +1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 11.73% | +6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 11.34% | +5.73% |