SGENX vs. VTTSX
Compare and contrast key facts about First Eagle Global Fund Class A (SGENX) and Vanguard Target Retirement 2060 Fund (VTTSX).
SGENX is managed by First Eagle. It was launched on Jan 1, 1979. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Performance
SGENX vs. VTTSX - Performance Comparison
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SGENX vs. VTTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | -0.50% | 31.62% | 11.78% | 12.77% | -6.46% | 12.20% | 8.33% | 20.16% | -8.46% | 13.48% |
VTTSX Vanguard Target Retirement 2060 Fund | -3.97% | 21.43% | 14.61% | 20.19% | -17.48% | 16.45% | 16.33% | 26.18% | -8.78% | 21.40% |
Returns By Period
In the year-to-date period, SGENX achieves a -0.50% return, which is significantly higher than VTTSX's -3.97% return. Over the past 10 years, SGENX has underperformed VTTSX with an annualized return of 9.65%, while VTTSX has yielded a comparatively higher 10.49% annualized return.
SGENX
- 1D
- 0.14%
- 1M
- -10.41%
- YTD
- -0.50%
- 6M
- 4.87%
- 1Y
- 22.49%
- 3Y*
- 15.94%
- 5Y*
- 10.74%
- 10Y*
- 9.65%
VTTSX
- 1D
- -0.27%
- 1M
- -8.47%
- YTD
- -3.97%
- 6M
- -1.02%
- 1Y
- 17.27%
- 3Y*
- 14.63%
- 5Y*
- 8.11%
- 10Y*
- 10.49%
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SGENX vs. VTTSX - Expense Ratio Comparison
SGENX has a 1.11% expense ratio, which is higher than VTTSX's 0.08% expense ratio.
Return for Risk
SGENX vs. VTTSX — Risk / Return Rank
SGENX
VTTSX
SGENX vs. VTTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Fund Class A (SGENX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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.
| SGENX | VTTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 1.17 | +0.53 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.69 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.25 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.48 | +0.56 |
Martin ratioReturn relative to average drawdown | 8.60 | 6.82 | +1.77 |
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
| SGENX | VTTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 1.17 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.58 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.71 | +0.25 |
Correlation
The correlation between SGENX and VTTSX is 0.90, 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.
Dividends
SGENX vs. VTTSX - Dividend Comparison
SGENX's dividend yield for the trailing twelve months is around 9.50%, more than VTTSX's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 9.50% | 9.45% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.14% | 2.06% | 2.20% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.33% | 1.77% | 1.98% | 1.92% |
Drawdowns
SGENX vs. VTTSX - Drawdown Comparison
The maximum SGENX drawdown since its inception was -37.60%, which is greater than VTTSX's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for SGENX and VTTSX.
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Drawdown Indicators
| SGENX | VTTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.60% | -31.38% | -6.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.53% | -10.52% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.57% | -25.40% | +5.83% |
Max Drawdown (10Y)Largest decline over 10 years | -27.68% | -31.38% | +3.70% |
Current DrawdownCurrent decline from peak | -10.41% | -8.93% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -4.07% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.29% | +0.21% |
Volatility
SGENX vs. VTTSX - Volatility Comparison
First Eagle Global Fund Class A (SGENX) and Vanguard Target Retirement 2060 Fund (VTTSX) have volatilities of 4.68% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGENX | VTTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 4.74% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 8.59% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 14.81% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.87% | 14.07% | -2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.44% | 15.04% | -2.60% |