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FLAUX: STRATEGIC ADVISERS CORE MULTI-MANAGER FUND STRATEGIC ADVISERS CORE MULTI-MANAGER FUND (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/29/2011 |
| Last Dividend Date: | 12/10/2018 |
| 12-Mo. Yield | 30.54% |
| Expenses | 0.98% |
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Performance Analytics (As of 02/01/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/29/2011 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -4.2 | 11.4 | 8.8 | 12.7 | 0.0 | 1.2 | 16.5 | 10.6 | 1.1 | 11.8 | 31.5 | 15.4 | 5.0 |
| Sharpe Ratio | NA | -0.37 | 0.9 | 0.65 | 0.96 | 0.0 | -0.01 | 2.14 | 0.79 | 0.06 | 1.03 | 2.86 | 1.19 | 3.19 |
| Draw Down(%) | NA | 10.2 | 10.2 | 14.2 | 14.2 | 0.0 | 10.2 | 4.6 | 11.1 | 11.6 | 8.1 | 5.8 | 10.6 | 4.6 |
| Standard Deviation(%) | NA | 15.1 | 11.8 | 12.8 | 12.8 | NA | 15.3 | 7.4 | 13.1 | 15.8 | 11.4 | 11.0 | 13.0 | 23.3 |
| Treynor Ratio | NA | -0.08 | 0.13 | 0.09 | 0.13 | NA | 0.0 | 0.17 | 0.11 | 0.01 | 0.12 | 0.32 | 0.15 | 0.74 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.72 | 0.81 | 0.89 | 0.92 | 0.0 | 0.8 | 0.94 | 0.99 | 0.99 | 0.97 | 0.99 | 1.01 | 1.0 |
| RSquared | NA | 0.72 | 0.79 | 0.86 | 0.9 | 0.0 | 0.8 | 0.72 | 0.99 | 0.94 | 0.96 | 0.99 | 0.99 | 1.0 |
| Yield(%) | N/A | 30.5 | 18.4 | 15.0 | N/A | 0.0 | 32.0 | 6.5 | 9.9 | 8.0 | 19.1 | 9.6 | 3.1 | 0.0 |
| Dividend Growth(%) | N/A | 443.5 | 29.7 | N/A | N/A | -100.0 | 443.5 | -32.6 | 13.1 | -60.8 | 130.8 | 249.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/29/2011
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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