FCGEX vs. MFWIX
Compare and contrast key facts about Fiera Capital Global Equity Fund (FCGEX) and MFS Global Total Return Fund Class I (MFWIX).
FCGEX is managed by Fiera Capital. It was launched on Apr 27, 2017. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
FCGEX vs. MFWIX - Performance Comparison
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FCGEX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 8.76% |
Returns By Period
In the year-to-date period, FCGEX achieves a -7.45% return, which is significantly lower than MFWIX's -0.47% return.
FCGEX
- 1D
- 0.05%
- 1M
- -11.24%
- YTD
- -7.45%
- 6M
- -5.07%
- 1Y
- 9.15%
- 3Y*
- 8.96%
- 5Y*
- 6.91%
- 10Y*
- —
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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FCGEX vs. MFWIX - Expense Ratio Comparison
FCGEX has a 1.15% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
FCGEX vs. MFWIX — Risk / Return Rank
FCGEX
MFWIX
FCGEX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital Global Equity Fund (FCGEX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.29 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.77 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.59 | -0.93 |
Martin ratioReturn relative to average drawdown | 2.67 | 6.26 | -3.59 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.29 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.52 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.71 | -0.07 |
Correlation
The correlation between FCGEX and MFWIX is 0.84, 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.
Dividends
FCGEX vs. MFWIX - Dividend Comparison
FCGEX's dividend yield for the trailing twelve months is around 9.21%, more than MFWIX's 8.81% 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% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
FCGEX vs. MFWIX - Drawdown Comparison
The maximum FCGEX drawdown since its inception was -31.87%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for FCGEX and MFWIX.
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Drawdown Indicators
| FCGEX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.87% | -33.01% | +1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -6.85% | -4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -28.30% | -20.22% | -8.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.36% | — |
Current DrawdownCurrent decline from peak | -11.24% | -6.50% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -3.83% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.74% | +1.04% |
Volatility
FCGEX vs. MFWIX - Volatility Comparison
Fiera Capital Global Equity Fund (FCGEX) has a higher volatility of 4.45% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that FCGEX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCGEX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 3.04% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 5.25% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.89% | 8.85% | +6.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 9.09% | +6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 9.60% | +7.47% |