Fiera Capital Small/Mid-Cap Growth Fund (APSGX)
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of small- and mid-cap companies. The fund may invest up to 15% of its assets in common stocks of foreign small- and mid-cap companies through the purchase of American Depository Receipts ("ADRs") and/or foreign domiciled companies listed on U.S. stock exchanges.
Fund Info
US31660Q7025
31660Q702
Jun 29, 2012
$1,000,000
Mid-Cap
Growth
Expense Ratio
APSGX has a high expense ratio of 1.05%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fiera Capital Small/Mid-Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fiera Capital Small/Mid-Cap Growth Fund had a return of 1.41% year-to-date (YTD) and 5.68% in the last 12 months. Over the past 10 years, Fiera Capital Small/Mid-Cap Growth Fund had an annualized return of 0.87%, while the S&P 500 had an annualized return of 11.24%, indicating that Fiera Capital Small/Mid-Cap Growth Fund did not perform as well as the benchmark.
APSGX
1.41%
-3.41%
-2.26%
5.68%
0.10%
0.87%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of APSGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.12% | 6.46% | 1.64% | -5.80% | -0.59% | 0.36% | 1.84% | -0.35% | 0.35% | -0.47% | 10.95% | -10.03% | 2.77% |
| 2023 | 8.52% | -1.42% | -1.92% | 1.12% | -0.14% | 9.99% | 1.77% | -1.92% | -5.75% | -5.36% | 9.84% | 6.96% | 21.90% |
| 2022 | -9.42% | 1.38% | 1.78% | -10.75% | -4.09% | -8.23% | 12.17% | -0.53% | -9.33% | 8.21% | 2.57% | -20.69% | -34.60% |
| 2021 | 0.50% | 5.91% | -0.14% | 3.93% | -0.82% | 2.11% | -1.84% | 2.11% | -2.11% | 6.87% | -2.74% | -8.25% | 4.68% |
| 2020 | -2.70% | -6.98% | -15.20% | 18.23% | 10.85% | 2.03% | 5.91% | 4.31% | 3.44% | 0.56% | 13.54% | -10.85% | 19.40% |
| 2019 | 11.87% | 5.81% | 0.24% | 4.05% | -6.41% | 8.01% | 1.19% | -4.92% | -2.06% | 2.82% | 7.89% | -9.80% | 17.67% |
| 2018 | 5.17% | -1.97% | 1.24% | -1.70% | 3.74% | -0.51% | 1.63% | 5.94% | -1.86% | -11.21% | 2.43% | -31.58% | -30.36% |
| 2017 | 2.93% | 3.27% | 0.88% | 2.91% | 0.23% | 0.39% | 1.91% | -0.11% | 3.14% | 3.63% | 3.20% | 1.55% | 26.60% |
| 2016 | -11.26% | -0.14% | 7.44% | 1.34% | 1.92% | -2.15% | 5.45% | 1.07% | 0.12% | -5.42% | 7.71% | -1.83% | 2.69% |
| 2015 | -2.36% | 6.55% | -0.00% | -0.12% | 4.12% | -0.40% | 1.15% | -7.18% | -6.07% | 4.18% | 2.32% | -4.23% | -2.98% |
| 2014 | -2.99% | 5.68% | -0.39% | -3.12% | 2.08% | 4.67% | -2.77% | 6.59% | -4.12% | 2.34% | 0.99% | -1.41% | 7.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APSGX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fiera Capital Small/Mid-Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fiera Capital Small/Mid-Cap Growth Fund was 52.49%, occurring on Mar 18, 2020. Recovery took 189 trading sessions.
The current Fiera Capital Small/Mid-Cap Growth Fund drawdown is 29.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.49% | Aug 30, 2018 | 389 | Mar 18, 2020 | 189 | Dec 15, 2020 | 578 |
| -45.56% | Nov 5, 2021 | 288 | Dec 28, 2022 | — | — | — |
| -29.97% | Jun 24, 2015 | 161 | Feb 11, 2016 | 310 | May 5, 2017 | 471 |
| -18.82% | Dec 22, 2020 | 8 | Jan 4, 2021 | 211 | Nov 3, 2021 | 219 |
| -12.02% | Sep 3, 2014 | 29 | Oct 13, 2014 | 87 | Feb 18, 2015 | 116 |
Volatility
Volatility Chart
The current Fiera Capital Small/Mid-Cap Growth Fund volatility is 5.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.