First Mutual Fund Manager Performance Evaluation

EABRX -  USA Fund  

USD 13.24  0.05  0.38%

The fund shows a Beta (market volatility) of 0.1515, which means not very significant fluctuations relative to the market. Let's try to break down what First's beta means in this case. As returns on the market increase, First Eagle returns are expected to increase less than the market. However, during the bear market, the loss on holding First Eagle will be expected to be smaller as well. Even though it is essential to pay attention to First Eagle Global historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. First Eagle Global exposes twenty-one different technical indicators, which can help you to evaluate its performance.

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 First Performance
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Over the last 90 days First Eagle Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, First Eagle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low11.44
Fifty Two Week High13.83
Annual Report Expense Ratio1.14%

First Eagle Relative Risk vs. Return Landscape

If you would invest  1,356  in First Eagle Global on June 30, 2021 and sell it today you would lose (32.00)  from holding First Eagle Global or give up 2.36% of portfolio value over 90 days. First Eagle Global is currently producing negative expected returns and takes up 0.4658% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon First Eagle is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.54 times less risky than the market. the firm trades about -0.08 of its potential returns per unit of risk. The DOW is currently generating roughly -0.01 of returns per unit of risk over similar time horizon.

First Eagle Current Valuation

Fairly Valued
Today
13.24
28th of September 2021
Share
Please note that First Eagle's price fluctuation is very steady at this time.
First Eagle Global shows a prevailing Real Value of $13.27 per share. The current price of the fund is $13.24. At this time, the entity appears to be fairly valued. We determine the value of First Eagle Global from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will submerge.
Our valuation method for First Eagle Global is useful when determining the fair value of the First mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of First Eagle. Since First Eagle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of First Mutual Fund. However, First Eagle's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
13.27
Real Value
13.73
Upside
Estimating the potential upside or downside of First Eagle Global helps investors to forecast how First mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of First Eagle more accurately as focusing exclusively on First Eagle's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.2213.4713.72
Details
Hype
Prediction
LowEstimated ValueHigh
12.7813.2413.70
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.200.200.20
Details

First Eagle Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for First Eagle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First Eagle Global, and traders can use it to determine the average amount a First Eagle's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0817

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Negative ReturnsEABRX
Estimated Market Risk
 0.47
  actual daily
 
 4 %
of total potential
 
44
Expected Return
 -0.04
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.08
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average First Eagle is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Eagle by adding it to a well-diversified portfolio.

About First Eagle Performance

To evaluate First Eagle Global Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when First Eagle generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare First Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand First Eagle Global stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents First's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks current income generation and long-term growth of capital. First Eagle is traded on NASDAQ Exchange in the United States.

Things to note about First Eagle Global

Checking the ongoing alerts about First Eagle for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for First Eagle Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

First Eagle Alerts

Equity Alerts and Improvement Suggestions

First Eagle Global generates negative expected return over the last 90 days
First Eagle Global is unlikely to experience financial distress in the next 2 years
The fund retains about 17.29% of its assets under management (AUM) in cash
Continue to Investing Opportunities. Note that the First Eagle Global information on this page should be used as a complementary analysis to other First Eagle's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for First Mutual Fund analysis

When running First Eagle Global price analysis, check to measure First Eagle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy First Eagle is operating at the current time. Most of First Eagle's value examination focuses on studying past and present price action to predict the probability of First Eagle's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move First Eagle's price. Additionally, you may evaluate how the addition of First Eagle to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between First Eagle's value and its price as these two are different measures arrived at by different means. Investors typically determine First Eagle value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Eagle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.