IIVGX vs. SGOIX
Compare and contrast key facts about Voya Growth and Income Portfolio (IIVGX) and First Eagle Overseas Fund Class I (SGOIX).
IIVGX is managed by Voya. It was launched on Dec 31, 1979. SGOIX is managed by First Eagle.
Performance
IIVGX vs. SGOIX - Performance Comparison
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IIVGX vs. SGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIVGX Voya Growth and Income Portfolio | -7.46% | 11.37% | 23.85% | 27.46% | -14.87% | 29.08% | 17.24% | 28.73% | -4.46% | 20.39% |
SGOIX First Eagle Overseas Fund Class I | 3.80% | 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, IIVGX achieves a -7.46% return, which is significantly lower than SGOIX's 3.80% return. Over the past 10 years, IIVGX has outperformed SGOIX with an annualized return of 13.07%, while SGOIX has yielded a comparatively lower 8.31% annualized return.
IIVGX
- 1D
- 2.96%
- 1M
- -5.44%
- YTD
- -7.46%
- 6M
- -8.58%
- 1Y
- 6.22%
- 3Y*
- 14.49%
- 5Y*
- 10.13%
- 10Y*
- 13.07%
SGOIX
- 1D
- 2.33%
- 1M
- -7.69%
- YTD
- 3.80%
- 6M
- 9.66%
- 1Y
- 29.85%
- 3Y*
- 16.77%
- 5Y*
- 10.05%
- 10Y*
- 8.31%
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IIVGX vs. SGOIX - Expense Ratio Comparison
IIVGX has a 0.66% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
IIVGX vs. SGOIX — Risk / Return Rank
IIVGX
SGOIX
IIVGX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Growth and Income Portfolio (IIVGX) 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.
| IIVGX | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 2.21 | -1.86 |
Sortino ratioReturn per unit of downside risk | 0.64 | 2.80 | -2.16 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.44 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 2.59 | -2.38 |
Martin ratioReturn relative to average drawdown | 0.62 | 10.79 | -10.18 |
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
| IIVGX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 2.21 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.86 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.73 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.88 | -0.58 |
Correlation
The correlation between IIVGX and SGOIX is 0.48, 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
IIVGX vs. SGOIX - Dividend Comparison
IIVGX's dividend yield for the trailing twelve months is around 1.45%, less than SGOIX's 8.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIVGX Voya Growth and Income Portfolio | 1.45% | 1.34% | 15.44% | 10.54% | 17.53% | 65.29% | 10.87% | 11.92% | 13.24% | 14.09% | 10.56% | 7.46% |
SGOIX First Eagle Overseas Fund Class I | 8.15% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
IIVGX vs. SGOIX - Drawdown Comparison
The maximum IIVGX drawdown since its inception was -65.60%, which is greater than SGOIX's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for IIVGX and SGOIX.
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Drawdown Indicators
| IIVGX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.60% | -35.54% | -30.06% |
Max Drawdown (1Y)Largest decline over 1 year | -16.12% | -11.35% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -21.39% | -0.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.04% | -24.79% | -10.25% |
Current DrawdownCurrent decline from peak | -13.64% | -8.91% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -17.03% | -4.57% | -12.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 2.72% | +2.82% |
Volatility
IIVGX vs. SGOIX - Volatility Comparison
The current volatility for Voya Growth and Income Portfolio (IIVGX) is 5.55%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 6.40%. This indicates that IIVGX 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
| IIVGX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.40% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 9.85% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 13.64% | +6.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 11.77% | +5.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 11.37% | +6.89% |