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FSAKX: Strategic Advisers U.S. Total Stock (MUTUAL FUND)
Basic Info 12.22 0.04(0.33%) June 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/08/2024 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 7.72% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | Inception** | 2025 | 2024 | |
|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 9.3 | 25.0 | 19.2 | 16.5 | 10.2 |
| Sharpe Ratio | NA | 1.35 | 1.83 | 0.92 | 0.73 | 1.05 |
| Draw Down(%) | NA | 9.0 | 9.0 | 19.2 | 19.2 | 9.5 |
| Standard Deviation(%) | NA | 14.6 | 12.7 | 17.7 | 18.8 | 17.9 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.16 | 0.14 | 0.17 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 1.02 | 1.01 | 1.01 | 0.99 | 1.07 |
| RSquared | NA | 0.99 | 0.99 | 0.94 | 1.0 | 0.78 |
| Yield(%) | N/A | 0.0 | N/A | N/A | 7.8 | 7.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | 6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2024
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