First Eagle Overseas Fund Manager Performance Evaluation
| SGOIX Fund | USD 27.43 0.12 0.44% |
The fund shows a Beta (market volatility) of 0.3, which means not very significant fluctuations relative to the market. As returns on the market increase, First Eagle's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Eagle is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days First Eagle Overseas has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, First Eagle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.8800 |
First |
First Eagle Relative Risk vs. Return Landscape
If you would invest 2,798 in First Eagle Overseas on August 26, 2024 and sell it today you would lose (55.00) from holding First Eagle Overseas or give up 1.97% of portfolio value over 90 days. First Eagle Overseas is currently producing negative expected returns and takes up 0.6243% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Eagle Current Valuation
Fairly Valued
Today
Please note that First Eagle's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. First Eagle Overseas shows a prevailing Real Value of $27.55 per share. The current price of the fund is $27.43. We determine the value of First Eagle Overseas from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since First Eagle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of First Mutual Fund. However, First Eagle's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 27.43 | Real 27.55 | Hype 27.43 | Naive 27.2 |
The intrinsic value of First Eagle's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence First Eagle's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of First Eagle Overseas helps investors to forecast how First mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of First Eagle more accurately as focusing exclusively on First Eagle's fundamentals will not take into account other important factors: First Eagle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Eagle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First Eagle Overseas, and traders can use it to determine the average amount a First Eagle's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0458
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SGOIX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average First Eagle is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Eagle by adding First Eagle to a well-diversified portfolio.
First Eagle Fundamentals Growth
First Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of First Eagle, and First Eagle fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Mutual Fund performance.
| Price To Earning | 17.32 X | ||||
| Price To Book | 1.38 X | ||||
| Price To Sales | 1.29 X | ||||
| Total Asset | 9.91 B | ||||
About First Eagle Performance
Evaluating First Eagle's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First Eagle has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Eagle has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest primarily in equity securities of non-U.S. companies, the majority of which are traded in mature markets and may invest in countries whose economies are still developing. It invests at least 80 percent of its net assets in foreign securities and counts relevant derivative positions towards this 80 percent of assets allocation, and in doing so, values each position at the price at which it is held on its books.Things to note about First Eagle Overseas performance evaluation
Checking the ongoing alerts about First Eagle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for First Eagle Overseas help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| First Eagle Overseas generated a negative expected return over the last 90 days | |
| The fund maintains 81.87% of its assets in stocks |
- Analyzing First Eagle's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether First Eagle's stock is overvalued or undervalued compared to its peers.
- Examining First Eagle's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating First Eagle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Eagle's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of First Eagle's mutual fund. These opinions can provide insight into First Eagle's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in First Mutual Fund
First Eagle financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Eagle security.
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