APSGX vs. BLK
Compare and contrast key facts about Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and BlackRock, Inc. (BLK).
APSGX is managed by Fiera Capital. It was launched on Jun 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APSGX or BLK.
Key characteristics
| APSGX | BLK | |
|---|---|---|
| YTD Return | 4.52% | -3.99% |
| 1Y Return | 23.46% | 23.53% |
| 3Y Return (Ann) | 2.23% | -1.47% |
| 5Y Return (Ann) | 13.00% | 13.67% |
| 10Y Return (Ann) | 10.62% | 12.72% |
| Sharpe Ratio | 1.58 | 1.29 |
| Daily Std Dev | 16.25% | 20.20% |
| Max Drawdown | -35.77% | -60.36% |
| Current Drawdown | -4.92% | -14.72% |
Correlation
The correlation between APSGX and BLK is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APSGX vs. BLK - Performance Comparison
In the year-to-date period, APSGX achieves a 4.52% return, which is significantly higher than BLK's -3.99% return. Over the past 10 years, APSGX has underperformed BLK with an annualized return of 10.62%, while BLK has yielded a comparatively higher 12.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
APSGX vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and BlackRock, Inc. (BLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
APSGX vs. BLK - Dividend Comparison
APSGX's dividend yield for the trailing twelve months is around 2.39%, less than BLK's 2.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APSGX Fiera Capital Small/Mid-Cap Growth Fund | 2.39% | 2.50% | 16.83% | 11.57% | 21.15% | 11.48% | 28.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BLK BlackRock, Inc. | 2.59% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% | 2.12% |
Drawdowns
APSGX vs. BLK - Drawdown Comparison
The maximum APSGX drawdown since its inception was -35.77%, smaller than the maximum BLK drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for APSGX and BLK. For additional features, visit the drawdowns tool.
Volatility
APSGX vs. BLK - Volatility Comparison
The current volatility for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) is 4.73%, while BlackRock, Inc. (BLK) has a volatility of 5.37%. This indicates that APSGX experiences smaller price fluctuations and is considered to be less risky than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.