SGOIX vs. PAGRX
Compare and contrast key facts about First Eagle Overseas Fund Class I (SGOIX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
SGOIX is managed by First Eagle. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
SGOIX vs. PAGRX - Performance Comparison
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SGOIX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.28% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, SGOIX achieves a 3.80% return, which is significantly higher than PAGRX's -0.28% return. Over the past 10 years, SGOIX has underperformed PAGRX with an annualized return of 8.31%, while PAGRX has yielded a comparatively higher 19.12% annualized return.
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%
PAGRX
- 1D
- 3.71%
- 1M
- -5.53%
- YTD
- -0.28%
- 6M
- 4.30%
- 1Y
- 43.96%
- 3Y*
- 35.66%
- 5Y*
- 17.52%
- 10Y*
- 19.12%
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SGOIX vs. PAGRX - Expense Ratio Comparison
SGOIX has a 0.88% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
SGOIX vs. PAGRX — Risk / Return Rank
SGOIX
PAGRX
SGOIX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund Class I (SGOIX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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.
| SGOIX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 1.74 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.80 | 2.49 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.37 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 3.21 | -0.63 |
Martin ratioReturn relative to average drawdown | 10.79 | 16.28 | -5.49 |
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
| SGOIX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.74 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.72 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.78 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.53 | +0.35 |
Correlation
The correlation between SGOIX and PAGRX is 0.47, 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
SGOIX vs. PAGRX - Dividend Comparison
SGOIX's dividend yield for the trailing twelve months is around 8.15%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Drawdowns
SGOIX vs. PAGRX - Drawdown Comparison
The maximum SGOIX drawdown since its inception was -35.54%, smaller than the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for SGOIX and PAGRX.
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Drawdown Indicators
| SGOIX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -55.87% | +20.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -13.80% | +2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | -36.52% | +15.13% |
Max Drawdown (10Y)Largest decline over 10 years | -24.79% | -38.01% | +13.22% |
Current DrawdownCurrent decline from peak | -8.91% | -5.77% | -3.14% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -10.09% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.73% | -0.01% |
Volatility
SGOIX vs. PAGRX - Volatility Comparison
The current volatility for First Eagle Overseas Fund Class I (SGOIX) is 6.40%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 6.77%. This indicates that SGOIX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGOIX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 6.77% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 13.91% | -4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 25.69% | -12.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.77% | 24.53% | -12.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.37% | 24.49% | -13.12% |