Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCGEX (Fiera Capital Global Equity Focused Fund) | 5.15% | 18.40% | 12.81% | 7.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCGEX (Fiera Capital Global Equity Focused Fund) | 05/01/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 18.40 | 12.81 | 7.98 | NA | NA | NA | … | … | 5.15 | 6.54 | 10.62 | 18.80 | -18.68 | 25.48 | 18.81 | 33.57 | -4.15 | 15.62 |
| Sharpe Ratio | NA | 1.28 | 0.74 | 0.35 | NA | NA | NA | … | … | 0.67 | 0.22 | 0.61 | 1.23 | -0.89 | 2.06 | 0.58 | 2.78 | -0.37 | 3.67 |
| Standard Deviation(%) | NA | 12.23 | 13.02 | 15.36 | NA | NA | NA | … | … | 14.65 | 17.18 | 11.40 | 12.39 | 22.57 | 12.38 | 31.67 | 11.55 | 15.03 | 6.37 |
| Draw Down(%) | NA | 11.29 | 15.34 | 28.30 | NA | NA | NA | … | … | 11.29 | 15.34 | 6.40 | 11.15 | 28.05 | 6.83 | 31.87 | 6.63 | 16.37 | 1.62 |
| Yield(%) | 0.00 | 8.84 | 5.87 | 4.97 | 5.29 | 3.53 | 2.65 | … | … | 0.00 | 9.03 | 6.72 | 0.47 | 4.38 | 3.91 | 0.60 | 4.78 | 0.84 | 0.12 |
Data as of 06/04/2026, Common starting date is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCGEX (Fiera Capital Global Equity Focused Fund) |
2.24%
Dec 2021 – Dec 2024 |
7.47%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCGEX (Fiera Capital Global Equity Focused Fund) |
25.81%
Dec 2018 – Dec 2021 |
13.98%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
