UK markets open in 2 hours 51 minutes

First Eagle US Value C (FEVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.63-0.04 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.83%
5-year average return8.70%
Number of years up17
Number of years down5
Best 1-yr total return (23 Jun 2024)23.89%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return23.89%
Worst 3-yr total return4.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFEVCXCategory
YTD8.54%11.35%
1-month3.46%0.99%
3-month6.23%5.92%
1-year19.36%32.83%
3-year5.42%11.75%
5-year9.86%11.53%
10-year7.03%8.98%
Last bull market17.97%17.67%
Last bear market-12.42%-15.71%

Annual total return (%) history

Year
FEVCXCategory
2024
N/AN/A
2023
13.57%N/A
2022
-6.40%N/A
2021
17.71%N/A
2020
5.67%13.51%
2019
18.42%21.35%
2018
-6.59%-7.93%
2017
11.89%15.80%
2016
13.94%7.93%
2015
-5.84%-2.77%
2014
7.32%5.71%
2013
16.07%21.31%
2012
9.88%13.42%
2011
4.95%-3.80%
2010
11.33%13.49%
2009
23.89%29.37%
2008
-23.63%-34.34%
2007
8.13%7.43%
2006
11.47%13.07%
2005
6.33%7.35%
2004
13.86%10.93%
2003
28.95%25.10%
2002
-3.56%-14.51%
2001
N/A-9.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.71%N/AN/AN/A
20234.35%4.51%-3.17%7.55%
20221.96%-12.42%-6.89%12.57%
20216.73%6.62%-1.27%4.76%
2020-21.70%14.31%6.32%11.04%
201910.23%3.07%0.34%3.88%
2018-0.88%1.10%2.22%-8.81%
20173.71%0.51%2.95%4.26%
20164.17%2.67%3.48%2.95%
2015-1.15%-1.52%-6.57%3.52%
20142.52%4.23%-1.79%2.26%
20135.92%-0.32%3.37%6.35%
20127.50%-2.48%4.56%0.24%
20115.18%0.94%-9.23%8.92%
20103.05%-5.52%6.88%6.99%
2009-5.08%12.38%11.17%4.47%
2008-3.74%1.55%-5.80%-17.07%
20070.70%4.45%0.18%2.61%
20062.84%1.05%1.50%5.67%
20051.26%0.28%3.78%0.91%
20043.08%0.97%1.03%8.28%
2003-2.78%15.06%3.51%11.37%
20027.46%-5.62%-9.72%5.32%
200117.66%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month61
3-month4
1-year28
3-year12
5-year20

Load adjusted returns

1-year18.36%
3-year5.42%
5-year9.86%
10-year7.03%