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Fiera Capital U.S. Equity Long-Term Quality Fund (FCUEX) Sharpe Ratio: 0.84

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks to achieve long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies located in the United States. The Adviser employs a bottom-up stock selection approach which results in a portfolio generally ranging from 20 to 45 companies. A bottom-up stock selection approach focuses on the analysis of individual stocks (microeconomic factors) as opposed to the significance of economic cycles and market cycles (macroeconomic factors). The fund is non-diversified.

FCUEX's Sharpe Ratio of 0.84 indicates that for each unit of volatility, it generates 0.84 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

FCUEX Sharpe Ratio Rank

FCUEX Sharpe Ratio Rank: 10.010
Concerning

FCUEX ranks above 10.0% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

FCUEX Sharpe Ratio Market Positioning

The chart shows FCUEX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.65+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Fiera Capital U.S. Equity Long-Term Quality Fund's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities category across multiple time periods, showing how FCUEX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPCCXVanguard PRIMECAP Core Fund3.97
VPMAXVanguard PRIMECAP Fund Admiral Shares3.76
DHAMXCentre American Select Equity Fund3.41
POSKXPrimeCap Odyssey Stock Fund3.25
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio3.17
QCELXAQR Large Cap Multi-Style Fund3.11
AMFEXAAMA Equity Fund3.09
DESGXDWS ESG Core Equity Fund3.08
AIGOXAlger Growth & Income Portfolio3.03
ALBAXAlger Growth & Income Fund3.01
FCUEXFiera Capital U.S. Equity Long-Term Quality Fund0.84

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FCUEX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FCUEX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

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