First Eagle Smid Fund Fundamentals
| FEMAX Fund | 13.39 0.17 1.25% |
As of the 27th of January, First Eagle shows the Mean Deviation of 0.908, coefficient of variation of 735.4, and Downside Deviation of 1.16. First Eagle Smid technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
First Eagle's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing First Eagle's valuation are provided below:First Eagle Smid does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. First |
First Eagle 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to First Eagle's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of First Eagle.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in First Eagle on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding First Eagle Smid or generate 0.0% return on investment in First Eagle over 90 days. First Eagle is related to or competes with Eip Growth, Qs Defensive, Artisan Small, Praxis Genesis, Eip Growth, Westcore Small-cap, and Gamco International. The fund invests, under normal circumstances, in equity securities of small- and mid-cap companies in an attempt to take... More
First Eagle Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure First Eagle's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess First Eagle Smid upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.16 | |||
| Information Ratio | 0.065 | |||
| Maximum Drawdown | 4.6 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.13 |
First Eagle Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Eagle's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as First Eagle's standard deviation. In reality, there are many statistical measures that can use First Eagle historical prices to predict the future First Eagle's volatility.| Risk Adjusted Performance | 0.1033 | |||
| Jensen Alpha | 0.125 | |||
| Total Risk Alpha | 0.0348 | |||
| Sortino Ratio | 0.0638 | |||
| Treynor Ratio | 0.5154 |
First Eagle January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1033 | |||
| Market Risk Adjusted Performance | 0.5254 | |||
| Mean Deviation | 0.908 | |||
| Semi Deviation | 0.9857 | |||
| Downside Deviation | 1.16 | |||
| Coefficient Of Variation | 735.4 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.3 | |||
| Information Ratio | 0.065 | |||
| Jensen Alpha | 0.125 | |||
| Total Risk Alpha | 0.0348 | |||
| Sortino Ratio | 0.0638 | |||
| Treynor Ratio | 0.5154 | |||
| Maximum Drawdown | 4.6 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.13 | |||
| Downside Variance | 1.35 | |||
| Semi Variance | 0.9716 | |||
| Expected Short fall | (0.96) | |||
| Skewness | (0.13) | |||
| Kurtosis | (0.13) |
First Eagle Smid Backtested Returns
At this stage we consider First Mutual Fund to be very steady. First Eagle Smid secures Sharpe Ratio (or Efficiency) of 0.15, which denotes the fund had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for First Eagle Smid, which you can use to evaluate the volatility of the entity. Please confirm First Eagle's Coefficient Of Variation of 735.4, mean deviation of 0.908, and Downside Deviation of 1.16 to check if the risk estimate we provide is consistent with the expected return of 0.18%. The fund shows a Beta (market volatility) of 0.28, 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.
Auto-correlation | 0.54 |
Modest predictability
First Eagle Smid has modest predictability. Overlapping area represents the amount of predictability between First Eagle time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of First Eagle Smid price movement. The serial correlation of 0.54 indicates that about 54.0% of current First Eagle price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.54 | |
| Spearman Rank Test | 0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 0.14 |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, First Eagle Smid has an One Year Return of 12.3628%. This is much higher than that of the First Eagle family and significantly higher than that of the Small Blend category. The one year return for all United States funds is notably lower than that of the firm.
First Eagle Smid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining First Eagle's current stock value. Our valuation model uses many indicators to compare First Eagle value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across First Eagle competition to find correlations between indicators driving First Eagle's intrinsic value. More Info.First Eagle Smid is currently under evaluation in annual yield among similar funds. It also is currently under evaluation in year to date return among similar funds creating about 6,395 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the First Eagle's earnings, one of the primary drivers of an investment's value.First One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses First Eagle's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of First Eagle could also be used in its relative valuation, which is a method of valuing First Eagle by comparing valuation metrics of similar companies.First Eagle is currently under evaluation in one year return among similar funds.
First Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining First Eagle's current stock value. Our valuation model uses many indicators to compare First Eagle value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across First Eagle competition to find correlations between indicators driving First Eagle's intrinsic value. More Info.First Eagle Smid is currently under evaluation in annual yield among similar funds. It also is currently under evaluation in year to date return among similar funds creating about 6,395 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the First Eagle's earnings, one of the primary drivers of an investment's value.First Fundamentals
| Annual Yield | 0 % | |||
| Year To Date Return | 7.03 % | |||
| One Year Return | 12.36 % | |||
| Three Year Return | 11.95 % | |||
| Net Asset | 33 M |
About First Eagle Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze First Eagle Smid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of First Eagle using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of First Eagle Smid based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests, under normal circumstances, in equity securities of small- and mid-cap companies in an attempt to take advantage of what the Adviser believes are opportunistic situations for undervalued securities. Normally, the fund invests at least 80 percent of its net assets in the equity securities of U.S. smid cap companies.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
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.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |