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APSGX vs. VGT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between APSGX and VGT is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

APSGX vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%1,000.00%December2025FebruaryMarchAprilMay
56.03%
854.24%
APSGX
VGT

Key characteristics

Sharpe Ratio

APSGX:

-0.41

VGT:

0.39

Sortino Ratio

APSGX:

-0.50

VGT:

0.71

Omega Ratio

APSGX:

0.94

VGT:

1.10

Calmar Ratio

APSGX:

-0.23

VGT:

0.41

Martin Ratio

APSGX:

-1.01

VGT:

1.34

Ulcer Index

APSGX:

10.46%

VGT:

8.30%

Daily Std Dev

APSGX:

23.62%

VGT:

29.76%

Max Drawdown

APSGX:

-52.49%

VGT:

-54.63%

Current Drawdown

APSGX:

-36.51%

VGT:

-11.63%

Returns By Period

In the year-to-date period, APSGX achieves a -9.03% return, which is significantly lower than VGT's -8.02% return. Over the past 10 years, APSGX has underperformed VGT with an annualized return of -0.98%, while VGT has yielded a comparatively higher 19.31% annualized return.


APSGX

YTD

-9.03%

1M

15.66%

6M

-15.20%

1Y

-9.51%

5Y*

-0.50%

10Y*

-0.98%

VGT

YTD

-8.02%

1M

21.43%

6M

-8.47%

1Y

11.41%

5Y*

18.79%

10Y*

19.31%

*Annualized

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APSGX vs. VGT - Expense Ratio Comparison

APSGX has a 1.05% expense ratio, which is higher than VGT's 0.10% expense ratio.


Risk-Adjusted Performance

APSGX vs. VGT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APSGX
The Risk-Adjusted Performance Rank of APSGX is 55
Overall Rank
The Sharpe Ratio Rank of APSGX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of APSGX is 44
Sortino Ratio Rank
The Omega Ratio Rank of APSGX is 55
Omega Ratio Rank
The Calmar Ratio Rank of APSGX is 77
Calmar Ratio Rank
The Martin Ratio Rank of APSGX is 33
Martin Ratio Rank

VGT
The Risk-Adjusted Performance Rank of VGT is 5050
Overall Rank
The Sharpe Ratio Rank of VGT is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of VGT is 5151
Sortino Ratio Rank
The Omega Ratio Rank of VGT is 5151
Omega Ratio Rank
The Calmar Ratio Rank of VGT is 5454
Calmar Ratio Rank
The Martin Ratio Rank of VGT is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

APSGX vs. VGT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and Vanguard Information Technology ETF (VGT). 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 VGT Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of APSGX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00December2025FebruaryMarchAprilMay
-0.41
0.39
APSGX
VGT

Dividends

APSGX vs. VGT - Dividend Comparison

APSGX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.56%.


TTM20242023202220212020201920182017201620152014
APSGX
Fiera Capital Small/Mid-Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGT
Vanguard Information Technology ETF
0.56%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%

Drawdowns

APSGX vs. VGT - Drawdown Comparison

The maximum APSGX drawdown since its inception was -52.49%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for APSGX and VGT. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-36.51%
-11.63%
APSGX
VGT

Volatility

APSGX vs. VGT - Volatility Comparison

The current volatility for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) is 11.95%, while Vanguard Information Technology ETF (VGT) has a volatility of 15.45%. This indicates that APSGX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
11.95%
15.45%
APSGX
VGT