FCIRX vs. FIGFX
Compare and contrast key facts about Fiera Capital International Equity Fund (FCIRX) and Fidelity International Growth Fund (FIGFX).
FCIRX is managed by Fiera Capital. It was launched on Sep 28, 2017. FIGFX is managed by Fidelity. It was launched on Nov 1, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCIRX or FIGFX.
Key characteristics
FCIRX | FIGFX | |
---|---|---|
YTD Return | 7.90% | 9.77% |
1Y Return | 19.40% | 22.18% |
3Y Return (Ann) | 8.43% | 0.22% |
5Y Return (Ann) | 14.92% | 7.62% |
Sharpe Ratio | 1.47 | 1.70 |
Sortino Ratio | 2.16 | 2.40 |
Omega Ratio | 1.25 | 1.29 |
Calmar Ratio | 1.37 | 1.28 |
Martin Ratio | 6.60 | 8.20 |
Ulcer Index | 2.96% | 2.81% |
Daily Std Dev | 13.30% | 13.56% |
Max Drawdown | -32.05% | -55.48% |
Current Drawdown | -6.61% | -3.04% |
Correlation
The correlation between FCIRX and FIGFX is 0.92, 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
FCIRX vs. FIGFX - Performance Comparison
In the year-to-date period, FCIRX achieves a 7.90% return, which is significantly lower than FIGFX's 9.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCIRX vs. FIGFX - Expense Ratio Comparison
FCIRX has a 1.25% expense ratio, which is higher than FIGFX's 0.99% expense ratio.
Risk-Adjusted Performance
FCIRX vs. FIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital International Equity Fund (FCIRX) and Fidelity International Growth Fund (FIGFX). 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.
Dividends
FCIRX vs. FIGFX - Dividend Comparison
FCIRX's dividend yield for the trailing twelve months is around 0.31%, less than FIGFX's 0.43% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fiera Capital International Equity Fund | 0.31% | 0.40% | 0.92% | 18.54% | 5.54% | 4.94% | 2.49% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity International Growth Fund | 0.43% | 0.48% | 0.22% | 0.43% | 0.11% | 0.97% | 0.88% | 0.58% | 1.24% | 1.47% | 0.84% | 0.97% |
Drawdowns
FCIRX vs. FIGFX - Drawdown Comparison
The maximum FCIRX drawdown since its inception was -32.05%, smaller than the maximum FIGFX drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for FCIRX and FIGFX. For additional features, visit the drawdowns tool.
Volatility
FCIRX vs. FIGFX - Volatility Comparison
The current volatility for Fiera Capital International Equity Fund (FCIRX) is 3.40%, while Fidelity International Growth Fund (FIGFX) has a volatility of 3.69%. This indicates that FCIRX experiences smaller price fluctuations and is considered to be less risky than FIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.