All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2004-01-30? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SGENX × |
+4.12%
2026-05-22 |
+30.95%
2026-05-22 |
||||
| First Eagle Global Fund Class A Mutual Fund | ||||||
| VTV × |
+7.80%
2026-05-22 |
+22.56%
2026-05-22 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2004-01-30? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SGENX × |
+864.36%
+10.69%/yr |
+9.24%/yr
(R2=0.977) |
||||
| First Eagle Global Fund Class A Mutual Fund | ||||||
| VTV × |
+324.16%
+6.69%/yr |
+6.87%/yr
(R2=0.871) |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2004-01-30? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SGENX × |
$10,000.00
2004-01-30 |
$96,436.05
2026-05-22 |
||||
| First Eagle Global Fund Class A Mutual Fund | ||||||
| VTV × |
$10,000.00
2004-01-30 |
$42,416.17
2026-05-22 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SGENX | VTV |
|---|---|---|
| 2026 (YTD) | +4.12% | +7.80% |
| 2025 | +36.34% | +12.27% |
| 2024 | +11.95% | +12.71% |
| 2023 | +11.68% | +5.77% |
| 2022 | −8.47% | −8.03% |
| 2021 | +9.79% | +18.22% |
| 2020 | +8.63% | +0.96% |
| 2019 | +22.69% | +22.85% |
| 2018 | −5.03% | −7.24% |
| 2017 | +15.19% | +14.72% |
| 2016 | +13.21% | +14.73% |
| 2015 | −0.65% | −1.70% |
| 2014 | +7.13% | +12.32% |
| 2013 | +17.79% | +31.12% |
| 2012 | +14.36% | +13.22% |
| 2011 | −1.76% | −1.80% |
| 2010 | +15.85% | +12.85% |
| 2009 | +19.66% | +16.70% |
| 2008 | −15.08% | −35.94% |
| 2007 | +16.70% | −4.04% |
| 2006 | +27.77% | +19.37% |
| 2005 | +15.77% | +3.66% |
| 2004 | +15.19% | +10.78% |
| 2003 | +38.74% | — |
| 2002 | +9.43% | — |
| 2001 | +8.97% | — |
| 2000 | +24.53% | — |
| 1999 | +25.52% | — |
| 1998 | +4.07% | — |
| 1997 | +13.23% | — |
| 1996 | +13.26% | — |
| 1995 | +15.86% | — |
| 1994 | +2.40% | — |
| 1993 | +24.03% | — |
| 1992 | +6.91% | — |
| 1991 | +12.09% | — |
| 1990 | −9.58% | — |
| 1989 | +6.00% | — |
| 1988 | +4.57% | — |
| 1987 | −9.81% | — |
| 1986 | +9.36% | — |
| 1985 | +18.30% | — |
| 1984 | −14.27% | — |
| 1983 | +8.20% | — |
| 1982 | +16.74% | — |
| 1981 | −16.10% | — |
| 1980 | +18.50% | — |
| Fri 2004-01-30? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SGENX × |
−5.47%
from 2026-02-27 peak |
−34.28%
2008-11-20 from 2008-05-19 peak |
||||
| First Eagle Global Fund Class A Mutual Fund | ||||||
| VTV × | — |
−60.03%
2009-03-05 from 2007-07-13 peak |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SGENX × | +30.95% |
+49.50% +22.29%/yr |
+69.67% +19.27%/yr |
+65.64% +10.62%/yr |
+185.11% +11.04%/yr |
|
| First Eagle Global Fund Class A Mutual Fund | ||||||
| VTV × | +22.56% |
+27.66% +13.00%/yr |
+49.97% +14.46%/yr |
+37.31% +6.54%/yr |
+135.24% +8.93%/yr |
|
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||