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
RIMIX (Fiera Capital Emerging Markets Fund Investor Class) NA -13.79% -1.39% -2.55% 3.82% NA NA
Data as of 02/15/2023, Common starting date is 12/21/2011
More Performance Analytics Comparison
Name Start Date End Date
RIMIX (Fiera Capital Emerging Markets Fund Investor Class) 12/21/2011 02/15/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 -13.79 -1.39 -2.55 3.82 NA NA 6.75 -20.90 -5.32 23.29 23.45 -23.68 43.29 1.52 -2.59 9.32 11.92 27.87 -0.28
Sharpe Ratio NA -0.62 -0.09 -0.16 0.18 NA NA 5.36 -0.91 -0.42 0.77 1.57 -1.45 4.58 0.10 -0.17 0.91 0.85 2.13 -1.23
Standard Deviation(%) NA 25.21 24.35 21.49 17.70 NA NA 12.47 25.84 16.75 29.69 14.06 17.31 9.35 13.36 15.63 10.27 13.93 13.15 8.91
Draw Down(%) NA 31.79 44.44 44.44 44.44 NA NA 1.42 34.56 13.68 35.22 11.60 32.08 5.68 12.65 24.98 7.29 13.27 12.12 1.45
Yield(%) 0.00 2.01 18.67 10.27 9.00 8.15 6.11 0.00 1.93 43.95 0.00 0.00 0.06 9.09 0.19 0.03 0.36 0.33 0.06 0.00
Data as of 02/15/2023, Common starting date is 12/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RIMIX (Fiera Capital Emerging Markets Fund Investor Class) -7.57%
Oct 2019 – Oct 2022
-6.10%
Oct 2017 – Oct 2022
2.74%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RIMIX (Fiera Capital Emerging Markets Fund Investor Class) 17.68%
May 2012 – May 2015
13.98%
Feb 2016 – Feb 2021
7.70%
Jan 2012 – Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return