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First Eagle US Value R4 (FIVRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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19.77
-0.04
(-0.20%)
As of 09:00PM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.80%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (27 Feb 2024)
18.55%
Worst 1-yr total return (27 Feb 2024)
N/A
Best 3-yr total return
18.55%
Worst 3-yr total return
5.89%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FIVRX
Category
YTD
0.77%
11.35%
1-month
0.77%
0.99%
3-month
10.54%
5.92%
1-year
8.48%
32.83%
3-year
9.67%
11.75%
5-year
8.62%
11.53%
10-year
7.69%
8.98%
Last bull market
31.66%
17.67%
Last bear market
-12.31%
-15.71%
Annual total return (%) history
Year
FIVRX
Category
2023
14.36%
N/A
2022
-5.78%
N/A
2021
18.55%
N/A
2020
6.28%
13.51%
2019
N/A
21.35%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
4.53%
4.70%
-3.03%
7.76%
2022
2.12%
-12.31%
-6.67%
12.74%
2021
6.94%
6.73%
-1.05%
4.97%
2020
-21.56%
14.47%
6.50%
11.13%
2019
4.10%
N/A
N/A
N/A
Rank in category (by total return)
YTD
N/A
1-month
N/A
3-month
N/A
1-year
N/A
3-year
N/A
5-year
N/A
Load adjusted returns
1-year
8.48%
3-year
9.67%
5-year
8.62%
10-year
7.69%
Data disclaimer
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