Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCUEX (Fiera Capital U.S. Equity Long-Term Quality Fund Investor Class) | 0.54% | 8.33% | 10.15% | 7.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCUEX (Fiera Capital U.S. Equity Long-Term Quality Fund Investor Class) | 10/01/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 8.33 | 10.15 | 7.92 | NA | NA | NA | … | … | 0.54 | 7.69 | 10.98 | 21.73 | -15.78 | 32.94 | 23.14 | 11.13 |
| Sharpe Ratio | NA | 0.65 | 0.62 | 0.36 | NA | NA | NA | … | … | 0.16 | 0.33 | 0.66 | 1.43 | -0.74 | 2.55 | 0.66 | 5.22 |
| Standard Deviation(%) | NA | 11.12 | 12.76 | 15.56 | NA | NA | NA | … | … | 13.01 | 15.04 | 11.12 | 12.71 | 23.43 | 12.91 | 34.50 | 9.84 |
| Draw Down(%) | NA | 11.33 | 14.54 | 25.24 | NA | NA | NA | … | … | 11.14 | 13.33 | 6.00 | 9.34 | 24.86 | 5.75 | 33.02 | 1.91 |
| Yield(%) | 0.00 | 1.00 | 1.06 | 1.53 | 1.35 | 0.90 | 0.67 | … | … | 0.00 | 1.00 | 1.48 | 0.36 | 2.85 | 1.15 | 1.44 | 0.29 |
Data as of 06/05/2026, Common starting date is 10/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCUEX (Fiera Capital U.S. Equity Long-Term Quality Fund Investor Class) |
4.40%
Dec 2021 – Dec 2024 |
8.06%
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 |
|---|---|---|---|---|
| FCUEX (Fiera Capital U.S. Equity Long-Term Quality Fund Investor Class) |
19.94%
Mar 2020 – Mar 2023 |
16.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart