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FCIRX vs. FIGFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

FCIRX vs. FIGFX - Performance Comparison

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

-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
-4.50%
-2.54%
FCIRX
FIGFX

Key characteristics

Sharpe Ratio

FCIRX:

0.50

FIGFX:

0.53

Sortino Ratio

FCIRX:

0.79

FIGFX:

0.82

Omega Ratio

FCIRX:

1.09

FIGFX:

1.10

Calmar Ratio

FCIRX:

0.69

FIGFX:

0.65

Martin Ratio

FCIRX:

1.71

FIGFX:

2.22

Ulcer Index

FCIRX:

3.89%

FIGFX:

3.25%

Daily Std Dev

FCIRX:

13.28%

FIGFX:

13.77%

Max Drawdown

FCIRX:

-32.05%

FIGFX:

-55.48%

Current Drawdown

FCIRX:

-9.60%

FIGFX:

-7.70%

Returns By Period

The year-to-date returns for both investments are quite close, with FCIRX having a 4.46% return and FIGFX slightly higher at 4.49%.


FCIRX

YTD

4.46%

1M

-0.41%

6M

-4.50%

1Y

5.34%

5Y*

12.35%

10Y*

N/A

FIGFX

YTD

4.49%

1M

-1.43%

6M

-2.53%

1Y

5.54%

5Y*

5.65%

10Y*

7.28%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FCIRX vs. FIGFX - Expense Ratio Comparison

FCIRX has a 1.25% expense ratio, which is higher than FIGFX's 0.99% expense ratio.


FCIRX
Fiera Capital International Equity Fund
Expense ratio chart for FCIRX: current value at 1.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.25%
Expense ratio chart for FIGFX: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%

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.


Sharpe ratio
The chart of Sharpe ratio for FCIRX, currently valued at 0.50, compared to the broader market-1.000.001.002.003.004.000.500.53
The chart of Sortino ratio for FCIRX, currently valued at 0.79, compared to the broader market-2.000.002.004.006.008.0010.000.790.82
The chart of Omega ratio for FCIRX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.10
The chart of Calmar ratio for FCIRX, currently valued at 0.69, compared to the broader market0.002.004.006.008.0010.0012.0014.000.690.65
The chart of Martin ratio for FCIRX, currently valued at 1.71, compared to the broader market0.0020.0040.0060.001.712.22
FCIRX
FIGFX

The current FCIRX Sharpe Ratio is 0.50, which is comparable to the FIGFX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of FCIRX and FIGFX, 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 Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.50
0.53
FCIRX
FIGFX

Dividends

FCIRX vs. FIGFX - Dividend Comparison

FCIRX's dividend yield for the trailing twelve months is around 0.41%, while FIGFX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FCIRX
Fiera Capital International Equity Fund
0.41%0.40%0.92%18.54%5.54%4.94%2.49%0.90%0.00%0.00%0.00%0.00%
FIGFX
Fidelity International Growth Fund
0.00%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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.60%
-7.70%
FCIRX
FIGFX

Volatility

FCIRX vs. FIGFX - Volatility Comparison

Fiera Capital International Equity Fund (FCIRX) and Fidelity International Growth Fund (FIGFX) have volatilities of 3.60% and 3.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
3.60%
3.70%
FCIRX
FIGFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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