FCIRX vs. TROSX
Compare and contrast key facts about Fiera Capital International Equity Fund (FCIRX) and T. Rowe Price Overseas Stock Fund (TROSX).
FCIRX is managed by Fiera Capital. It was launched on Sep 28, 2017. TROSX is managed by T. Rowe Price. It was launched on Dec 29, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCIRX or TROSX.
Key characteristics
| FCIRX | TROSX | |
|---|---|---|
| YTD Return | 7.71% | 5.77% |
| 1Y Return | 19.70% | 17.18% |
| 3Y Return (Ann) | 8.19% | 0.94% |
| 5Y Return (Ann) | 14.88% | 5.67% |
| Sharpe Ratio | 1.49 | 1.25 |
| Sortino Ratio | 2.17 | 1.84 |
| Omega Ratio | 1.26 | 1.23 |
| Calmar Ratio | 1.36 | 1.27 |
| Martin Ratio | 6.80 | 7.12 |
| Ulcer Index | 2.89% | 2.33% |
| Daily Std Dev | 13.20% | 13.26% |
| Max Drawdown | -32.05% | -61.11% |
| Current Drawdown | -6.78% | -6.12% |
Correlation
The correlation between FCIRX and TROSX is 0.87, 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. TROSX - Performance Comparison
In the year-to-date period, FCIRX achieves a 7.71% return, which is significantly higher than TROSX's 5.77% 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. TROSX - Expense Ratio Comparison
FCIRX has a 1.25% expense ratio, which is higher than TROSX's 0.77% expense ratio.
Risk-Adjusted Performance
FCIRX vs. TROSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital International Equity Fund (FCIRX) and T. Rowe Price Overseas Stock Fund (TROSX). 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. TROSX - Dividend Comparison
FCIRX's dividend yield for the trailing twelve months is around 0.31%, less than TROSX's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIRX 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% |
TROSX T. Rowe Price Overseas Stock Fund | 2.15% | 2.28% | 2.31% | 1.88% | 1.41% | 2.14% | 2.26% | 1.86% | 1.98% | 2.11% | 2.87% | 1.87% |
Drawdowns
FCIRX vs. TROSX - Drawdown Comparison
The maximum FCIRX drawdown since its inception was -32.05%, smaller than the maximum TROSX drawdown of -61.11%. Use the drawdown chart below to compare losses from any high point for FCIRX and TROSX. For additional features, visit the drawdowns tool.
Volatility
FCIRX vs. TROSX - Volatility Comparison
Fiera Capital International Equity Fund (FCIRX) and T. Rowe Price Overseas Stock Fund (TROSX) have volatilities of 3.26% and 3.40%, 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.