First Eagle Overseas Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0052, 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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Compared to the overall equity markets, risk-adjusted returns on investments in First Eagle Overseas are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. 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 | 0.8900 |
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First Eagle Relative Risk vs. Return Landscape
If you would invest 2,769 in First Eagle Overseas on April 22, 2025 and sell it today you would earn a total of 172.00 from holding First Eagle Overseas or generate 6.21% return on investment over 90 days. First Eagle Overseas is currently producing 0.0985% returns and takes up 0.5121% volatility of returns over 90 trading days. Put another way, 4% 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 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 = 0.1924
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average First Eagle is performing at about 15% of its full potential. 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 it 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 | ||||
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 is not yet fully synchronised with the market data | |
| First Eagle Overseas has some characteristics of a very speculative penny stock | |
| 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.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Other Tools for First Mutual Fund
When running First Eagle's price analysis, check to measure First Eagle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy First Eagle is operating at the current time. Most of First Eagle's value examination focuses on studying past and present price action to predict the probability of First Eagle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move First Eagle's price. Additionally, you may evaluate how the addition of First Eagle to your portfolios can decrease your overall portfolio volatility.
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