Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APSRX (FIERA CAPITAL SMALL/MID-CAP GROWTH FUND INVESTOR CLASS) | 1.17% | 11.09% | 7.33% | 2.32% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APSRX (FIERA CAPITAL SMALL/MID-CAP GROWTH FUND INVESTOR CLASS) | 02/16/2018 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | 11.09 | 7.33 | 2.32 | NA | NA | NA | … | … | 1.17 | 5.42 | 4.32 | 25.81 | -23.91 | 16.79 | 44.36 | 31.96 | -13.94 |
| Sharpe Ratio | NA | 0.39 | 0.25 | -0.01 | NA | NA | NA | … | … | -0.13 | 0.11 | 0.04 | 1.25 | -0.79 | 0.82 | 1.18 | 1.76 | -0.83 |
| Standard Deviation(%) | NA | 17.16 | 19.23 | 22.30 | NA | NA | NA | … | … | 18.67 | 22.83 | 16.87 | 17.84 | 32.18 | 20.44 | 37.32 | 17.34 | 20.97 |
| Draw Down(%) | NA | 13.36 | 28.21 | 33.64 | NA | NA | NA | … | … | 13.26 | 25.95 | 12.14 | 14.19 | 30.57 | 10.01 | 35.81 | 11.32 | 27.69 |
| Yield(%) | 0.00 | 2.69 | 2.96 | 5.54 | 7.73 | 5.15 | 3.86 | … | … | 0.00 | 2.57 | 3.11 | 3.15 | 11.15 | 12.47 | 25.26 | 14.53 | 18.97 |
Data as of 06/11/2026, Common starting date is 02/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APSRX (FIERA CAPITAL SMALL/MID-CAP GROWTH FUND INVESTOR CLASS) |
-1.60%
Mar 2022 – Mar 2025 |
1.62%
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 |
|---|---|---|---|---|
| APSRX (FIERA CAPITAL SMALL/MID-CAP GROWTH FUND INVESTOR CLASS) |
30.55%
Dec 2018 – Dec 2021 |
16.32%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
