All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2024-12-20💬 to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FEOE × |
+54.40%
+29.38%/yr |
+30.00%/yr
R2=0.940 |
||||
| First Eagle Overseas Equity ETF NYSE Exchange-Traded Fund | ||||||
| FDIVX × |
+38.08%
+21.08%/yr |
+20.67%/yr
R2=0.912 |
||||
| Fidelity Diversified International Fund Mutual Fund | ||||||
| QLENX × |
+31.70%
+17.74%/yr |
+15.51%/yr
R2=0.814 |
||||
| Aqr Long-Short Equity Fund Class N Mutual Fund | ||||||
| VIG × |
+19.64%
+11.22%/yr |
+13.03%/yr
R2=0.807 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2024-12-20💬 to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| FEOE × |
$10,000.00
2024-12-20 |
$15,440.17
2026-08-28 |
| FDIVX × |
$10,000.00
2024-12-20 |
$13,808.04
2026-08-28 |
| QLENX × |
$10,000.00
2024-12-20 |
$13,170.11
2026-08-28 |
| VIG × |
$10,000.00
2024-12-20 |
$11,964.17
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| FEOE × | +12.66% | +25.20% |
| FDIVX × | +11.04% | +18.44% |
| QLENX × | +1.33% | +12.90% |
| VIG × | +7.94% | +12.98% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FEOE × |
−1.29%
on 2026-08-28 from 2026-02-27 peak |
−12.88%
on 2026-03-20 from 2026-02-27 peak |
| FDIVX × |
−1.79%
on 2026-08-28 from 2026-08-13 peak |
−14.86%
on 2025-04-08 from 2025-03-05 peak |
| QLENX × |
−0.74%
on 2026-08-28 from 2026-08-17 peak |
−8.38%
on 2026-04-21 from 2025-12-23 peak |
| VIG × |
−1.56%
on 2026-08-28 from 2026-08-13 peak |
−15.33%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FEOE × | +25.20% | — | — | — | — |
| FDIVX × | +18.44% |
+29.76% +13.91%/yr |
+52.20% +15.03%/yr |
+14.92% +2.82%/yr |
+80.75% +6.10%/yr |
| QLENX × | +12.90% |
+42.36% +19.32%/yr |
+78.92% +21.40%/yr |
+138.64% +19.00%/yr |
+122.17% +8.31%/yr |
| VIG × | +12.98% |
+22.19% +10.54%/yr |
+45.44% +13.30%/yr |
+34.15% +6.05%/yr |
+148.15% +9.51%/yr |
| Year | FEOE | FDIVX | QLENX | VIG |
|---|---|---|---|---|
| 2026 (YTD) | +12.66% | +11.04% | +1.33% | +7.94% |
| 2025 | +37.65% | +24.43% | +30.58% | +11.20% |
| 2024 | −0.44% | +3.56% | +26.14% | +13.71% |
| 2023 | — | +13.92% | +20.03% | +10.80% |
| 2022 | — | −28.49% | +11.69% | −15.29% |
| 2021 | — | +5.37% | +22.11% | +15.63% |
| 2020 | — | +17.32% | −15.33% | +13.88% |
| 2019 | — | +26.82% | −1.24% | +26.72% |
| 2018 | — | −16.90% | −18.20% | −3.91% |
| 2017 | — | +24.08% | +13.09% | +19.69% |
| 2016 | — | −5.68% | +8.56% | +9.69% |
| 2015 | — | +2.39% | +15.92% | −2.66% |
| 2014 | — | −3.79% | +13.71% | +9.26% |
| 2013 | — | +23.37% | +11.29% | +26.96% |
| 2012 | — | +17.42% | — | +9.75% |
| 2011 | — | −16.24% | — | +3.10% |
| 2010 | — | +8.06% | — | +13.05% |
| 2009 | — | +28.31% | — | +16.42% |
| 2008 | — | −45.24% | — | −26.76% |
| 2007 | — | +12.09% | — | +1.47% |
| 2006 | — | +20.26% | — | +8.30% |
| 2005 | — | +13.45% | — | — |
| 2004 | — | +15.89% | — | — |
| 2003 | — | +39.78% | — | — |
| 2002 | — | −11.47% | — | — |
| 2001 | — | −14.32% | — | — |
| 2000 | — | −11.59% | — | — |
| 1999 | — | +46.97% | — | — |
| 1998 | — | +12.77% | — | — |
| 1997 | — | +11.85% | — | — |
| 1996 | — | +16.31% | — | — |
| 1995 | — | +15.34% | — | — |
| 1994 | — | −1.40% | — | — |
| 1993 | — | +33.14% | — | — |
| 1992 | — | −3.93% | — | — |
