Fiera Capital Equity Fund Key Fundamental Indicators
| FCUIX Fund | USD 20.38 0.10 0.49% |
As of the 11th of February 2026, Fiera Capital shows the Coefficient Of Variation of 2343.71, mean deviation of 0.504, and Downside Deviation of 0.6747. Fiera Capital Equity technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Fiera Capital's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Fiera Capital's valuation are provided below:Fiera Capital Equity does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Fiera |
Fiera Capital 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Fiera Capital's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Fiera Capital.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Fiera Capital on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Fiera Capital Equity or generate 0.0% return on investment in Fiera Capital over 90 days. Fiera Capital is related to or competes with Gmo Resources, New Alternatives, Dreyfus Natural, Energy Fund, Icon Natural, and Short Oil. The funds subadvisor, seeks to achieve the funds investment objective by investing substantially in a portfolio of U.S More
Fiera Capital Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Fiera Capital's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Fiera Capital Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6747 | |||
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 3.51 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 0.9809 |
Fiera Capital Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fiera Capital's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fiera Capital's standard deviation. In reality, there are many statistical measures that can use Fiera Capital historical prices to predict the future Fiera Capital's volatility.| Risk Adjusted Performance | 0.0318 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.1) | |||
| Treynor Ratio | 0.0287 |
Fiera Capital February 11, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0318 | |||
| Market Risk Adjusted Performance | 0.0387 | |||
| Mean Deviation | 0.504 | |||
| Semi Deviation | 0.6304 | |||
| Downside Deviation | 0.6747 | |||
| Coefficient Of Variation | 2343.71 | |||
| Standard Deviation | 0.6456 | |||
| Variance | 0.4168 | |||
| Information Ratio | (0.10) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.1) | |||
| Treynor Ratio | 0.0287 | |||
| Maximum Drawdown | 3.51 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 0.9809 | |||
| Downside Variance | 0.4552 | |||
| Semi Variance | 0.3974 | |||
| Expected Short fall | (0.52) | |||
| Skewness | (0.16) | |||
| Kurtosis | 0.4787 |
Fiera Capital Equity Backtested Returns
At this stage we consider Fiera Mutual Fund to be very steady. Fiera Capital Equity secures Sharpe Ratio (or Efficiency) of 0.0464, which denotes the fund had a 0.0464 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Fiera Capital Equity, which you can use to evaluate the volatility of the entity. Please confirm Fiera Capital's Coefficient Of Variation of 2343.71, downside deviation of 0.6747, and Mean Deviation of 0.504 to check if the risk estimate we provide is consistent with the expected return of 0.0296%. The fund shows a Beta (market volatility) of 0.61, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fiera Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fiera Capital is expected to be smaller as well.
Auto-correlation | 0.36 |
Below average predictability
Fiera Capital Equity has below average predictability. Overlapping area represents the amount of predictability between Fiera Capital time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Fiera Capital Equity price movement. The serial correlation of 0.36 indicates that just about 36.0% of current Fiera Capital price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.36 | |
| Spearman Rank Test | 0.04 | |
| Residual Average | 0.0 | |
| Price Variance | 0.06 |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Fiera Capital Equity has an One Year Return of 5.6854%. This is much higher than that of the Fiera Capital family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Fiera Capital Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fiera Capital's current stock value. Our valuation model uses many indicators to compare Fiera Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fiera Capital competition to find correlations between indicators driving Fiera Capital's intrinsic value. More Info.Fiera Capital Equity is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 207.21 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fiera Capital's earnings, one of the primary drivers of an investment's value.Fiera One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fiera Capital's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fiera Capital could also be used in its relative valuation, which is a method of valuing Fiera Capital by comparing valuation metrics of similar companies.Fiera Capital is currently under evaluation in one year return among similar funds.
Fiera Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fiera Capital's current stock value. Our valuation model uses many indicators to compare Fiera Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fiera Capital competition to find correlations between indicators driving Fiera Capital's intrinsic value. More Info.Fiera Capital Equity is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 207.21 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fiera Capital's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fiera Capital
The fund invests 99.77% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Fiera Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Fiera Fundamentals
| Total Asset | 95.94 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.79 % | ||||
| One Year Return | 5.69 % | ||||
| Three Year Return | 12.13 % | ||||
| Five Year Return | 10.41 % | ||||
| Net Asset | 95.96 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.05 | ||||
| Equity Positions Weight | 99.77 % |
About Fiera Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fiera Capital Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fiera Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fiera Capital Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The funds subadvisor, seeks to achieve the funds investment objective by investing substantially in a portfolio of U.S. equities. The fund generally expects to focus on issuers with market capitalizations in excess of 1 billion. The fund is non-diversified.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fiera Mutual Fund
Fiera Capital financial ratios help investors to determine whether Fiera Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fiera with respect to the benefits of owning Fiera Capital security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |