FCGEX vs. FGIAX
Compare and contrast key facts about Fiera Capital Global Equity Fund (FCGEX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
FCGEX is managed by Fiera Capital. It was launched on Apr 27, 2017. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
FCGEX vs. FGIAX - Performance Comparison
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FCGEX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCGEX Fiera Capital Global Equity Fund | -7.45% | 14.88% | 10.62% | 18.80% | -18.68% | 25.48% | 18.80% | 33.58% | -4.16% | 15.62% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 7.53% |
Returns By Period
In the year-to-date period, FCGEX achieves a -7.45% return, which is significantly lower than FGIAX's 9.53% return.
FCGEX
- 1D
- 0.05%
- 1M
- -11.24%
- YTD
- -7.45%
- 6M
- -5.07%
- 1Y
- 9.15%
- 3Y*
- 8.96%
- 5Y*
- 6.91%
- 10Y*
- —
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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FCGEX vs. FGIAX - Expense Ratio Comparison
FCGEX has a 1.15% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
FCGEX vs. FGIAX — Risk / Return Rank
FCGEX
FGIAX
FCGEX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital Global Equity Fund (FCGEX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| FCGEX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.75 | -1.12 |
Sortino ratioReturn per unit of downside risk | 1.00 | 2.26 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.35 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 2.61 | -1.95 |
Martin ratioReturn relative to average drawdown | 2.67 | 12.12 | -9.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCGEX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.75 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.80 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.42 | +0.22 |
Correlation
The correlation between FCGEX and FGIAX 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.
Dividends
FCGEX vs. FGIAX - Dividend Comparison
FCGEX's dividend yield for the trailing twelve months is around 9.21%, which matches FGIAX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGEX Fiera Capital Global Equity Fund | 9.21% | 8.52% | 6.38% | 0.40% | 5.67% | 3.20% | 0.51% | 3.69% | 0.89% | 0.10% | 0.00% | 0.00% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
FCGEX vs. FGIAX - Drawdown Comparison
The maximum FCGEX drawdown since its inception was -31.87%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for FCGEX and FGIAX.
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Drawdown Indicators
| FCGEX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.87% | -49.35% | +17.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -8.29% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -28.30% | -21.08% | -7.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.02% | — |
Current DrawdownCurrent decline from peak | -11.24% | -3.78% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -7.22% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.78% | +1.00% |
Volatility
FCGEX vs. FGIAX - Volatility Comparison
Fiera Capital Global Equity Fund (FCGEX) has a higher volatility of 4.45% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that FCGEX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCGEX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 4.05% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 7.09% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.89% | 12.28% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 13.08% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 15.17% | +1.90% |