Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCUIX (Fiera Capital U.S. Equity Long-Term Quality Fund Institutional Class) | 1.38% | 8.57% | 10.62% | 8.35% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCUIX (Fiera Capital U.S. Equity Long-Term Quality Fund Institutional Class) | 10/01/2019 | 06/09/2026 |
| 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 (%) | 0.83 | 8.57 | 10.62 | 8.35 | NA | NA | NA | … | … | 1.38 | 7.93 | 11.29 | 21.90 | -15.56 | 33.28 | 23.40 | 11.19 |
| Sharpe Ratio | NA | 0.52 | 0.56 | 0.36 | NA | NA | NA | … | … | -0.08 | 0.34 | 0.69 | 1.45 | -0.73 | 2.57 | 0.67 | 5.28 |
| Standard Deviation(%) | NA | 11.31 | 12.74 | 15.58 | NA | NA | NA | … | … | 13.05 | 14.86 | 11.10 | 12.72 | 23.44 | 12.96 | 34.53 | 9.80 |
| Draw Down(%) | NA | 11.23 | 14.46 | 25.11 | NA | NA | NA | … | … | 11.15 | 13.29 | 5.93 | 9.32 | 24.73 | 5.74 | 33.02 | 1.91 |
| Yield(%) | 0.00 | 1.21 | 1.24 | 1.75 | 1.54 | 1.03 | 0.77 | … | … | 0.00 | 1.22 | 1.70 | 0.41 | 3.06 | 1.41 | 1.70 | 0.35 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| FCUIX (Fiera Capital U.S. Equity Long-Term Quality Fund Institutional Class) |
4.64%
Dec 2021 – Dec 2024 |
8.31%
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 |
|---|---|---|---|---|
| FCUIX (Fiera Capital U.S. Equity Long-Term Quality Fund Institutional Class) |
20.23%
Mar 2020 – Mar 2023 |
16.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart