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FCIRX vs. APSGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCIRX vs. APSGX - Performance Comparison

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

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FCIRX vs. APSGX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FCIRX
Fiera Capital International Equity Fund
-9.70%11.12%4.39%19.73%-19.83%16.21%19.19%30.71%-8.02%
APSGX
Fiera Capital Small/Mid-Cap Growth Fund
-10.05%5.74%4.69%26.12%-23.71%17.09%44.67%31.20%-17.79%

Returns By Period

The year-to-date returns for both stocks are quite close, with FCIRX having a -9.70% return and APSGX slightly lower at -10.05%.


FCIRX

1D
0.00%
1M
-13.58%
YTD
-9.70%
6M
-6.80%
1Y
-0.03%
3Y*
4.12%
5Y*
3.32%
10Y*

APSGX

1D
-1.00%
1M
-7.75%
YTD
-10.05%
6M
-6.97%
1Y
6.68%
3Y*
6.17%
5Y*
1.08%
10Y*
10.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCIRX vs. APSGX - Expense Ratio Comparison

FCIRX has a 1.25% expense ratio, which is higher than APSGX's 1.05% expense ratio.


Return for Risk

FCIRX vs. APSGX — Risk / Return Rank

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

FCIRX
FCIRX Risk / Return Rank: 55
Overall Rank
FCIRX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
FCIRX Sortino Ratio Rank: 55
Sortino Ratio Rank
FCIRX Omega Ratio Rank: 55
Omega Ratio Rank
FCIRX Calmar Ratio Rank: 55
Calmar Ratio Rank
FCIRX Martin Ratio Rank: 44
Martin Ratio Rank

APSGX
APSGX Risk / Return Rank: 1010
Overall Rank
APSGX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
APSGX Sortino Ratio Rank: 1212
Sortino Ratio Rank
APSGX Omega Ratio Rank: 1111
Omega Ratio Rank
APSGX Calmar Ratio Rank: 1010
Calmar Ratio Rank
APSGX Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCIRX vs. APSGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fiera Capital International Equity Fund (FCIRX) and Fiera Capital Small/Mid-Cap Growth Fund (APSGX). 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.


FCIRXAPSGXDifference

Sharpe ratio

Return per unit of total volatility

-0.05

0.26

-0.31

Sortino ratio

Return per unit of downside risk

0.04

0.54

-0.50

Omega ratio

Gain probability vs. loss probability

1.00

1.07

-0.06

Calmar ratio

Return relative to maximum drawdown

-0.12

0.19

-0.31

Martin ratio

Return relative to average drawdown

-0.42

0.66

-1.08

FCIRX vs. APSGX - Sharpe Ratio Comparison

The current FCIRX Sharpe Ratio is -0.05, which is lower than the APSGX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of FCIRX and APSGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCIRXAPSGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.05

0.26

-0.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.05

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.50

-0.10

Correlation

The correlation between FCIRX and APSGX is 0.67, 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

FCIRX vs. APSGX - Dividend Comparison

FCIRX's dividend yield for the trailing twelve months is around 0.98%, less than APSGX's 2.70% yield.


TTM20252024202320222021202020192018201720162015
FCIRX
Fiera Capital International Equity Fund
0.98%0.88%0.42%0.40%0.73%0.34%1.82%0.91%1.11%0.00%0.00%0.00%
APSGX
Fiera Capital Small/Mid-Cap Growth Fund
2.70%2.43%2.91%2.48%16.83%11.57%21.15%11.48%28.25%0.00%0.28%1.03%

Drawdowns

FCIRX vs. APSGX - Drawdown Comparison

The maximum FCIRX drawdown since its inception was -32.05%, smaller than the maximum APSGX drawdown of -35.77%. Use the drawdown chart below to compare losses from any high point for FCIRX and APSGX.


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Drawdown Indicators


FCIRXAPSGXDifference

Max Drawdown

Largest peak-to-trough decline

-32.05%

-35.77%

+3.72%

Max Drawdown (1Y)

Largest decline over 1 year

-13.58%

-13.60%

+0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-32.05%

-33.52%

+1.47%

Max Drawdown (10Y)

Largest decline over 10 years

-35.77%

Current Drawdown

Current decline from peak

-13.58%

-13.30%

-0.28%

Average Drawdown

Average peak-to-trough decline

-6.94%

-7.60%

+0.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

4.20%

-0.42%

Volatility

FCIRX vs. APSGX - Volatility Comparison

The current volatility for Fiera Capital International Equity Fund (FCIRX) is 5.42%, while Fiera Capital Small/Mid-Cap Growth Fund (APSGX) has a volatility of 6.15%. This indicates that FCIRX experiences smaller price fluctuations and is considered to be less risky than APSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCIRXAPSGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

6.15%

-0.73%

Volatility (6M)

Calculated over the trailing 6-month period

10.36%

12.77%

-2.41%

Volatility (1Y)

Calculated over the trailing 1-year period

15.62%

22.18%

-6.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.23%

22.28%

-6.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.52%

22.51%

-4.99%