Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCAIX (Fiera Capital Diversified Alt Instl) | NA | -5.02% | -1.19% | -0.68% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 06/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCAIX (Fiera Capital Diversified Alt Instl) | 06/16/2015 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.02 | -1.19 | -0.68 | NA | NA | NA | … | … | -3.84 | 9.64 | -8.03 | -0.42 | 0.21 | -4.24 |
| Sharpe Ratio | NA | -1.27 | -0.44 | -0.35 | NA | NA | NA | … | … | -1.06 | 1.67 | -1.59 | -0.25 | 0.00 | -1.61 |
| Standard Deviation(%) | NA | 4.18 | 5.01 | 4.71 | NA | NA | NA | … | … | 4.06 | 4.92 | 5.88 | 4.23 | 3.93 | 4.76 |
| Draw Down(%) | NA | 6.10 | 11.32 | 11.95 | NA | NA | NA | … | … | 6.10 | 2.94 | 11.22 | 4.32 | 2.76 | 4.51 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.12 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.36 |
Data as of 12/10/2020, Common starting date is 06/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAIX (Fiera Capital Diversified Alt Instl) |
-3.20%
Jul 2015 – Jul 2018 |
-1.25%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCAIX (Fiera Capital Diversified Alt Instl) |
1.04%
Nov 2016 – Nov 2019 |
-0.68%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart