TROSX vs. FCIRX
Compare and contrast key facts about T. Rowe Price Overseas Stock Fund (TROSX) and Fiera Capital International Equity Fund (FCIRX).
TROSX is managed by T. Rowe Price. It was launched on Dec 29, 2006. FCIRX is managed by Fiera Capital. It was launched on Sep 28, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TROSX or FCIRX.
Key characteristics
| TROSX | FCIRX | |
|---|---|---|
| YTD Return | 6.01% | 8.29% |
| 1Y Return | 17.55% | 20.00% |
| 3Y Return (Ann) | 1.01% | 8.34% |
| 5Y Return (Ann) | 5.71% | 14.97% |
| Sharpe Ratio | 1.31 | 1.51 |
| Sortino Ratio | 1.92 | 2.20 |
| Omega Ratio | 1.24 | 1.26 |
| Calmar Ratio | 1.34 | 1.40 |
| Martin Ratio | 7.38 | 6.82 |
| Ulcer Index | 2.38% | 2.93% |
| Daily Std Dev | 13.38% | 13.27% |
| Max Drawdown | -61.11% | -32.05% |
| Current Drawdown | -5.91% | -6.28% |
Correlation
The correlation between TROSX and FCIRX 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
TROSX vs. FCIRX - Performance Comparison
In the year-to-date period, TROSX achieves a 6.01% return, which is significantly lower than FCIRX's 8.29% 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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TROSX vs. FCIRX - Expense Ratio Comparison
TROSX has a 0.77% expense ratio, which is lower than FCIRX's 1.25% expense ratio.
Risk-Adjusted Performance
TROSX vs. FCIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Overseas Stock Fund (TROSX) and Fiera Capital International Equity Fund (FCIRX). 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
TROSX vs. FCIRX - Dividend Comparison
TROSX's dividend yield for the trailing twelve months is around 2.15%, more than FCIRX's 0.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
TROSX vs. FCIRX - Drawdown Comparison
The maximum TROSX drawdown since its inception was -61.11%, which is greater than FCIRX's maximum drawdown of -32.05%. Use the drawdown chart below to compare losses from any high point for TROSX and FCIRX. For additional features, visit the drawdowns tool.
Volatility
TROSX vs. FCIRX - Volatility Comparison
T. Rowe Price Overseas Stock Fund (TROSX) has a higher volatility of 3.90% compared to Fiera Capital International Equity Fund (FCIRX) at 3.51%. This indicates that TROSX's price experiences larger fluctuations and is considered to be riskier than FCIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.