Fiera Capital Global Fund Manager Performance Evaluation
| FCGEX Fund | USD 19.14 0.06 0.31% |
The fund shows a Beta (market volatility) of -0.0149, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fiera Capital are expected to decrease at a much lower rate. During the bear market, Fiera Capital is likely to outperform the market.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Fiera Capital Global are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Fiera Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1000 |
Fiera |
Fiera Capital Relative Risk vs. Return Landscape
If you would invest 1,896 in Fiera Capital Global on February 1, 2024 and sell it today you would earn a total of 18.00 from holding Fiera Capital Global or generate 0.95% return on investment over 90 days. Fiera Capital Global is currently producing 0.0173% returns and takes up 0.6529% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Fiera, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fiera Capital Current Valuation
Overvalued
Today
Please note that Fiera Capital's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fiera Capital Global shows a prevailing Real Value of $17.95 per share. The current price of the fund is $19.14. We determine the value of Fiera Capital Global from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Fiera Capital Global is useful when determining the fair value of the Fiera mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Fiera Capital. Since Fiera Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fiera Mutual Fund. However, Fiera Capital's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.14 | Real 17.95 | Hype 19.14 | Naive 19.48 |
The real value of Fiera Mutual Fund, also known as its intrinsic value, is the underlying worth of Fiera Capital Global Mutual Fund, which is reflected in its stock price. It is based on Fiera Capital's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Fiera Capital's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fiera Capital's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fiera Capital Global helps investors to forecast how Fiera mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fiera Capital more accurately as focusing exclusively on Fiera Capital's fundamentals will not take into account other important factors: Fiera Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fiera Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fiera Capital Global, and traders can use it to determine the average amount a Fiera Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0266
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FCGEX |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Fiera Capital is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fiera Capital by adding it to a well-diversified portfolio.
Fiera Capital Fundamentals Growth
Fiera Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fiera Capital, and Fiera Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fiera Mutual Fund performance.
| Total Asset | 30.13 M | ||||
About Fiera Capital Performance
To evaluate Fiera Capital Global Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Fiera Capital generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Fiera Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Fiera Capital Global market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Fiera's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The funds subadvisor, seeks to achieve the funds investment objective by investing in a portfolio of global equities, which may include companies in emerging markets. The fund may invest in issuers with market capitalizations of any size, though it generally expects to focus on issuers with market capitalization in excess of 1 billion.Things to note about Fiera Capital Global performance evaluation
Checking the ongoing alerts about Fiera Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fiera Capital Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.33% of its assets under management (AUM) in equities |
- Analyzing Fiera Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fiera Capital's stock is overvalued or undervalued compared to its peers.
- Examining Fiera Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fiera Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fiera Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fiera Capital's mutual fund. These opinions can provide insight into Fiera Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fiera Capital Global. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Fiera Capital Global information on this page should be used as a complementary analysis to other Fiera Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.