VVPLX vs. SGOIX
Compare and contrast key facts about Vulcan Value Partners Fund (VVPLX) and First Eagle Overseas Fund Class I (SGOIX).
VVPLX is managed by Vulcan Value Partners. It was launched on Dec 30, 2009. SGOIX is managed by First Eagle.
Performance
VVPLX vs. SGOIX - Performance Comparison
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VVPLX vs. SGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | -15.88% | 7.48% | 17.50% | 41.77% | -38.08% | 21.61% | 11.60% | 44.43% | -7.83% | 16.74% |
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, VVPLX achieves a -15.88% return, which is significantly lower than SGOIX's 1.44% return. Both investments have delivered pretty close results over the past 10 years, with VVPLX having a 7.72% annualized return and SGOIX not far ahead at 8.06%.
VVPLX
- 1D
- 1.29%
- 1M
- -8.43%
- YTD
- -15.88%
- 6M
- -17.34%
- 1Y
- -7.48%
- 3Y*
- 9.74%
- 5Y*
- 1.19%
- 10Y*
- 7.72%
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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VVPLX vs. SGOIX - Expense Ratio Comparison
VVPLX has a 1.06% expense ratio, which is higher than SGOIX's 0.88% expense ratio.
Return for Risk
VVPLX vs. SGOIX — Risk / Return Rank
VVPLX
SGOIX
VVPLX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Fund (VVPLX) 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.
| VVPLX | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.38 | 1.97 | -2.36 |
Sortino ratioReturn per unit of downside risk | -0.41 | 2.51 | -2.92 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.39 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 2.25 | -2.69 |
Martin ratioReturn relative to average drawdown | -1.41 | 9.52 | -10.93 |
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
| VVPLX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.38 | 1.97 | -2.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.84 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.71 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.87 | -0.45 |
Correlation
The correlation between VVPLX and SGOIX is 0.62, 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
VVPLX vs. SGOIX - Dividend Comparison
VVPLX's dividend yield for the trailing twelve months is around 6.96%, less than SGOIX's 8.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | 6.96% | 5.85% | 0.19% | 0.05% | 5.95% | 11.33% | 3.54% | 4.37% | 8.90% | 1.69% | 1.31% | 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
VVPLX vs. SGOIX - Drawdown Comparison
The maximum VVPLX drawdown since its inception was -47.95%, which is greater than SGOIX's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for VVPLX and SGOIX.
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Drawdown Indicators
| VVPLX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.95% | -35.54% | -12.41% |
Max Drawdown (1Y)Largest decline over 1 year | -20.19% | -11.35% | -8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -47.95% | -21.39% | -26.56% |
Max Drawdown (10Y)Largest decline over 10 years | -47.95% | -24.79% | -23.16% |
Current DrawdownCurrent decline from peak | -19.16% | -10.98% | -8.18% |
Average DrawdownAverage peak-to-trough decline | -9.25% | -4.57% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 2.68% | +3.68% |
Volatility
VVPLX vs. SGOIX - Volatility Comparison
The current volatility for Vulcan Value Partners Fund (VVPLX) is 4.94%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 5.81%. This indicates that VVPLX 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
| VVPLX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 5.81% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 9.60% | +2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.49% | 13.48% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.63% | 11.73% | +10.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 11.34% | +10.79% |