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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%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.80%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (27 Feb 2024)18.55%
Worst 1-yr total return (27 Feb 2024)N/A
Best 3-yr total return18.55%
Worst 3-yr total return5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIVRXCategory
YTD0.77%11.35%
1-month0.77%0.99%
3-month10.54%5.92%
1-year8.48%32.83%
3-year9.67%11.75%
5-year8.62%11.53%
10-year7.69%8.98%
Last bull market31.66%17.67%
Last bear market-12.31%-15.71%

Annual total return (%) history

Year
FIVRXCategory
2023
14.36%N/A
2022
-5.78%N/A
2021
18.55%N/A
2020
6.28%13.51%
2019
N/A21.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.53%4.70%-3.03%7.76%
20222.12%-12.31%-6.67%12.74%
20216.94%6.73%-1.05%4.97%
2020-21.56%14.47%6.50%11.13%
20194.10%N/AN/AN/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-year8.48%
3-year9.67%
5-year8.62%
10-year7.69%