APSGX vs. BLK

In the year-to-date period, APSGX achieves a -5.81% return, which is significantly lower than BLK's -3.89% return. Over the past 10 years, APSGX has underperformed BLK with an annualized return of 8.30%, while BLK has yielded a comparatively higher 13.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

The current APSGX Sharpe Ratio is -0.09, which is lower than the BLK Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of APSGX and BLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APSGX's dividend yield for the trailing twelve months is around 3.09%, more than BLK's 2.09% yield.

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.

Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and BlackRock, Inc. (BLK) have volatilities of 5.90% and 5.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.