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First Eagle Overseas R4 (FIORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.83-0.13 (-0.52%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.04%
5-year average return4.69%
Number of years up4
Number of years down1
Best 1-yr total return (27 Feb 2024)17.68%
Worst 1-yr total return (27 Feb 2024)N/A
Best 3-yr total return17.68%
Worst 3-yr total return1.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIORXCategory
YTD-1.01%9.07%
1-month-1.01%-1.09%
3-month7.66%5.12%
1-year2.10%33.76%
3-year2.14%8.50%
5-year4.80%10.08%
10-year3.98%5.80%
Last bull market18.56%14.90%
Last bear market-9.08%-23.70%

Annual total return (%) history

Year
FIORXCategory
2023
10.41%N/A
2022
-7.98%N/A
2021
5.06%N/A
2020
7.13%9.30%
2019
17.68%21.59%
2018
N/A-14.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20236.66%0.61%-4.38%7.60%
2022-1.28%-9.08%-8.96%12.61%
20211.15%4.43%-2.94%2.46%
2020-17.68%13.00%4.57%10.14%
20197.83%4.09%0.93%3.87%
2018-1.88%0.00%-7.52%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year2.10%
3-year2.14%
5-year4.80%
10-year3.98%