First Eagle Gold Fund Manager Performance Evaluation

SGGDX Fund  USD 69.52  1.37  2.01%   
The fund shows a Beta (market volatility) of 0.44, which means possible diversification benefits within a given portfolio. 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

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Eagle Gold are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, First Eagle showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date1st of March 2025
Expense Ratio1.1600
  

First Eagle Relative Risk vs. Return Landscape

If you would invest  4,646  in First Eagle Gold on October 29, 2025 and sell it today you would earn a total of  2,306  from holding First Eagle Gold or generate 49.63% return on investment over 90 days. First Eagle Gold is currently producing 0.6932% returns and takes up 1.9818% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than First, and 87% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon First Eagle is expected to generate 2.65 times more return on investment than the market. However, the company is 2.65 times more volatile than its market benchmark. It trades about 0.35 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of risk.

First Eagle Current Valuation

Undervalued
Today
69.52
Please note that First Eagle's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. First Eagle Gold shows a prevailing Real Value of $72.21 per share. The current price of the fund is $69.52. We determine the value of First Eagle Gold 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  69.52 Real  72.21 Hype  69.52 Naive  72.2
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.
72.21
Real Value
74.18
Upside
Estimating the potential upside or downside of First Eagle Gold 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
54.0361.8069.57
Details
Hype
Prediction
LowEstimatedHigh
67.5569.5271.49
Details
Naive
Forecast
LowNext ValueHigh
70.2472.2074.17
Details
Below is the normalized historical share price chart for First Eagle Gold extending back to August 31, 1993. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of First Eagle stands at 69.52, as last reported on the 27th of January, with the highest price reaching 69.52 and the lowest price hitting 69.52 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

First Eagle Target Price Odds to finish over Current Price

The tendency of First Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 69.52 90 days 69.52 
near 1
Based on a normal probability distribution, the odds of First Eagle to move above the current price in 90 days from now is near 1 (This First Eagle Gold probability density function shows the probability of First Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon First Eagle has a beta of 0.44. This usually implies as returns on the market go up, First Eagle average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding First Eagle Gold will be expected to be much smaller as well. Additionally First Eagle Gold has an alpha of 0.4243, implying that it can generate a 0.42 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   First Eagle Price Density   
       Price  

Predictive Modules for First Eagle

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as First Eagle Gold. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of First Eagle's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
67.5569.5271.49
Details
Intrinsic
Valuation
LowRealHigh
62.5772.2174.18
Details
Naive
Forecast
LowNextHigh
70.2472.2074.17
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
54.0361.8069.57
Details

First Eagle Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. First Eagle is not an exception. The market had few large corrections towards the First Eagle's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold First Eagle Gold, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of First Eagle within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.42
β
Beta against Dow Jones0.44
σ
Overall volatility
6.23
Ir
Information ratio 0.17

First Eagle Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of First Eagle for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for First Eagle Gold can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund generated-1.0 ten year return of -1.0%
First Eagle Gold maintains about 6.84% of its assets in cash

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.

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.
To achieve its objective of providing investors the opportunity to participate in the investment characteristics of gold, the fund invests at least 80 percent of its net assets in gold andor securities directly related to gold or issuers principally engaged in the gold industry, including securities of gold mining finance companies as well as operating companies with long-, medium- or short-life mines. The fund is non-diversified.

Things to note about First Eagle Gold 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 Gold help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated-1.0 ten year return of -1.0%
First Eagle Gold maintains about 6.84% of its assets in cash
Evaluating First Eagle's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate First Eagle's mutual fund performance include:
  • 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.
It's essential to remember that evaluating First Eagle's mutual fund performance is not an exact science, and many factors can impact First Eagle's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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