Fiera Capital Equity Fund Market Value
| FCUIX Fund | USD 19.86 0.04 0.20% |
| Symbol | 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.
| 04/20/2025 |
| 07/19/2025 |
If you would invest 0.00 in Fiera Capital on April 20, 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 T Rowe, Qs Large, and Iaadx. 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 | 0.8691 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.86 | |||
| Value At Risk | (1.30) | |||
| Potential Upside | 1.54 |
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 | 0.1308 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.1277 |
Fiera Capital Equity Backtested Returns
Fiera Capital appears to be very steady, given 3 months investment horizon. Fiera Capital Equity secures Sharpe Ratio (or Efficiency) of 0.27, which denotes the fund had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Fiera Capital Equity, which you can use to evaluate the volatility of the entity. Please utilize Fiera Capital's Mean Deviation of 0.6735, coefficient of variation of 710.46, and Downside Deviation of 0.8691 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.88, which means possible diversification benefits within a given portfolio. Fiera Capital returns are very sensitive to returns on the market. As the market goes up or down, Fiera Capital is expected to follow.
Auto-correlation | 0.65 |
Good predictability
Fiera Capital Equity has good predictability. Overlapping area represents the amount of predictability between Fiera Capital time series from 20th of April 2025 to 4th of June 2025 and 4th of June 2025 to 19th of July 2025. 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 0.65 indicates that roughly 65.0% of current Fiera Capital price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.65 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 0.13 |
Fiera Capital Equity lagged returns against current returns
Autocorrelation, which is Fiera Capital mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Fiera Capital's mutual fund expected returns. We can calculate the autocorrelation of Fiera Capital returns to help us make a trade decision. For example, suppose you find that Fiera Capital has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Fiera Capital regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Fiera Capital mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Fiera Capital mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Fiera Capital mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Fiera Capital Lagged Returns
When evaluating Fiera Capital's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Fiera Capital mutual fund have on its future price. Fiera Capital autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Fiera Capital autocorrelation shows the relationship between Fiera Capital mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Fiera Capital Equity.
Regressed Prices |
| Timeline |
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.
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