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

Correlation

The correlation between FCIRX and FIVFX is 0.90, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FCIRX vs. FIVFX - Performance Comparison

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

20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
132.67%
37.91%
FCIRX
FIVFX

Key characteristics

Sharpe Ratio

FCIRX:

-0.09

FIVFX:

-0.07

Sortino Ratio

FCIRX:

-0.02

FIVFX:

0.04

Omega Ratio

FCIRX:

1.00

FIVFX:

1.01

Calmar Ratio

FCIRX:

-0.08

FIVFX:

-0.07

Martin Ratio

FCIRX:

-0.25

FIVFX:

-0.27

Ulcer Index

FCIRX:

5.56%

FIVFX:

5.18%

Daily Std Dev

FCIRX:

15.56%

FIVFX:

19.95%

Max Drawdown

FCIRX:

-32.05%

FIVFX:

-66.30%

Current Drawdown

FCIRX:

-9.93%

FIVFX:

-11.99%

Returns By Period

In the year-to-date period, FCIRX achieves a -0.31% return, which is significantly lower than FIVFX's 0.25% return.


FCIRX

YTD

-0.31%

1M

-2.65%

6M

-7.46%

1Y

0.33%

5Y*

16.05%

10Y*

N/A

FIVFX

YTD

0.25%

1M

-4.43%

6M

-8.09%

1Y

0.37%

5Y*

7.37%

10Y*

5.35%

*Annualized

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. FIVFX - Expense Ratio Comparison

FCIRX has a 1.25% expense ratio, which is higher than FIVFX's 1.00% expense ratio.


FCIRX
Fiera Capital International Equity Fund
Expense ratio chart for FCIRX: current value is 1.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FCIRX: 1.25%
Expense ratio chart for FIVFX: current value is 1.00%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FIVFX: 1.00%

Risk-Adjusted Performance

FCIRX vs. FIVFX — Risk-Adjusted Performance Rank

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

FCIRX
The Risk-Adjusted Performance Rank of FCIRX is 3636
Overall Rank
The Sharpe Ratio Rank of FCIRX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of FCIRX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of FCIRX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of FCIRX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of FCIRX is 3737
Martin Ratio Rank

FIVFX
The Risk-Adjusted Performance Rank of FIVFX is 4040
Overall Rank
The Sharpe Ratio Rank of FIVFX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of FIVFX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of FIVFX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of FIVFX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of FIVFX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FCIRX vs. FIVFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fiera Capital International Equity Fund (FCIRX) and Fidelity International Capital Appreciation Fund (FIVFX). 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 -0.09, compared to the broader market-2.00-1.000.001.002.003.00
FCIRX: -0.09
FIVFX: -0.07
The chart of Sortino ratio for FCIRX, currently valued at -0.02, compared to the broader market-2.000.002.004.006.008.00
FCIRX: -0.02
FIVFX: 0.04
The chart of Omega ratio for FCIRX, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.00
FCIRX: 1.00
FIVFX: 1.01
The chart of Calmar ratio for FCIRX, currently valued at -0.08, compared to the broader market0.002.004.006.008.0010.00
FCIRX: -0.08
FIVFX: -0.07
The chart of Martin ratio for FCIRX, currently valued at -0.25, compared to the broader market0.0010.0020.0030.0040.0050.00
FCIRX: -0.25
FIVFX: -0.27

The current FCIRX Sharpe Ratio is -0.09, which is comparable to the FIVFX Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of FCIRX and FIVFX, 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.09
-0.07
FCIRX
FIVFX

Dividends

FCIRX vs. FIVFX - Dividend Comparison

FCIRX's dividend yield for the trailing twelve months is around 0.42%, less than FIVFX's 0.78% yield.


TTM20242023202220212020201920182017201620152014
FCIRX
Fiera Capital International Equity Fund
0.42%0.41%0.40%0.92%18.33%5.48%4.89%2.47%0.89%0.00%0.00%0.00%
FIVFX
Fidelity International Capital Appreciation Fund
0.78%0.78%0.38%0.05%0.00%0.17%0.58%0.47%0.33%0.68%1.98%6.09%

Drawdowns

FCIRX vs. FIVFX - Drawdown Comparison

The maximum FCIRX drawdown since its inception was -32.05%, smaller than the maximum FIVFX drawdown of -66.30%. Use the drawdown chart below to compare losses from any high point for FCIRX and FIVFX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%NovemberDecember2025FebruaryMarchApril
-9.93%
-11.99%
FCIRX
FIVFX

Volatility

FCIRX vs. FIVFX - Volatility Comparison

The current volatility for Fiera Capital International Equity Fund (FCIRX) is 8.39%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 13.19%. This indicates that FCIRX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
8.39%
13.19%
FCIRX
FIVFX
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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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