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
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

3-Year Annualized Rolling Return