APSGX vs. BLK

The year-to-date returns for both investments are quite close, with APSGX having a -9.03% return and BLK slightly higher at -8.92%. Over the past 10 years, APSGX has underperformed BLK with an annualized return of -0.98%, while BLK has yielded a comparatively higher 12.55% annualized return.

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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 -0.41, which is lower than the BLK Sharpe Ratio of 0.86. 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 has not paid dividends to shareholders, while BLK's dividend yield for the trailing twelve months is around 2.21%.

The maximum APSGX drawdown since its inception was -52.49%, 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.

The current volatility for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) is 11.95%, while BlackRock, Inc. (BLK) has a volatility of 12.60%. 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.