Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FRRPF (Fiera Capital Corporation) -9.37% -0.98% -0.26% -3.98% 0.87% NA NA
Data as of 06/05/2026, Common starting date is 05/09/2016
More Performance Analytics Comparison
Name Start Date End Date
FRRPF (Fiera Capital Corporation) 05/09/2016 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 2018 2017 2016
Annualized Return (%) -1.01 -0.98 -0.26 -3.98 0.87 NA NA -9.37 -20.94 53.83 -10.63 -14.61 8.06 9.45 19.28 -14.75 13.73 2.56
Sharpe Ratio NA 0.04 -0.08 -0.18 0.00 NA NA -1.02 -0.66 1.29 -0.37 -0.62 0.26 0.17 0.72 -0.77 0.54 0.31
Standard Deviation(%) NA 28.30 37.91 34.41 32.93 NA NA 21.40 36.09 39.03 39.16 25.95 31.00 54.25 24.85 21.03 24.49 12.07
Draw Down(%) NA 22.64 42.50 55.38 55.38 NA NA 15.41 31.59 20.33 46.49 18.35 17.11 47.50 14.94 18.20 16.43 6.60
Yield(%) 0.00 7.37 10.09 7.64 7.04 5.10 3.83 3.47 6.15 16.25 16.08 10.08 8.18 9.79 10.60 7.71 6.97 4.86
Data as of 06/05/2026, Common starting date is 05/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRRPF (Fiera Capital Corporation) -16.27%
Oct 2020 – Oct 2023
-9.30%
Oct 2018 – Oct 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRRPF (Fiera Capital Corporation) 16.01%
Apr 2020 – Apr 2023
12.40%
Oct 2019 – Oct 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return