SGIIX vs. WAEMX

In the year-to-date period, SGIIX achieves a 8.57% return, which is significantly higher than WAEMX's -4.66% return. Over the past 10 years, SGIIX has outperformed WAEMX with an annualized return of 4.15%, while WAEMX has yielded a comparatively lower -0.42% annualized return.

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SGIIX has a 0.86% expense ratio, which is lower than WAEMX's 1.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Fund Class I (SGIIX) and Wasatch Emerging Markets Small Cap Fund (WAEMX). 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.

The current SGIIX Sharpe Ratio is 0.75, which is higher than the WAEMX Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of SGIIX and WAEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SGIIX's dividend yield for the trailing twelve months is around 2.41%, while WAEMX has not paid dividends to shareholders.

The maximum SGIIX drawdown since its inception was -45.51%, smaller than the maximum WAEMX drawdown of -66.28%. Use the drawdown chart below to compare losses from any high point for SGIIX and WAEMX. For additional features, visit the drawdowns tool.