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FSCFX: STRATEGIC ADVISERS SMALL-MID CAP FUND STRATEGIC ADVISERS SMALL-MID CAP FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 08/13/2024 |
| 12-Mo. Yield | 11.92% |
| Expenses | 0.43% |
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Performance Analytics (As of 10/21/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 25.2 | -4.5 | 4.3 | 6.2 | 8.6 | 5.5 | 6.8 | 16.7 | -23.7 | 5.0 | 15.7 | 27.8 | -12.5 | 18.9 | 16.0 | -4.5 | 5.1 | 35.6 | 14.9 | -4.8 | 24.2 | 40.4 | -40.9 | -3.0 | -2.2 |
| Sharpe Ratio | NA | 1.19 | -0.39 | 0.08 | 0.23 | NA | 0.19 | 0.09 | 0.72 | -0.95 | 0.24 | 0.39 | 1.81 | -0.81 | 1.81 | 0.94 | -0.29 | 0.37 | 2.35 | 0.94 | -0.17 | 1.03 | 1.34 | -1.05 | -0.34 | -10.26 |
| Draw Down(%) | NA | 8.9 | 37.4 | 41.4 | 41.4 | NA | 60.2 | 8.9 | 15.0 | 29.6 | 11.8 | 41.4 | 8.1 | 25.6 | 5.1 | 14.9 | 15.1 | 12.4 | 7.7 | 11.9 | 27.6 | 17.9 | 27.0 | 51.7 | 12.5 | 2.2 |
| Standard Deviation(%) | NA | 15.7 | 21.1 | 25.2 | 20.9 | NA | 22.7 | 14.9 | 17.3 | 26.7 | 21.0 | 39.3 | 14.5 | 17.2 | 10.2 | 16.9 | 15.7 | 14.0 | 15.2 | 15.8 | 28.8 | 23.5 | 30.1 | 39.8 | 17.8 | 9.5 |
| Treynor Ratio | NA | 0.25 | -0.11 | 0.02 | 0.05 | NA | 0.06 | 0.02 | 0.15 | -0.32 | 0.07 | 0.15 | 0.3 | -0.16 | 0.2 | 0.22 | -0.05 | 0.09 | 0.44 | 0.21 | -0.07 | 0.39 | 0.66 | -0.47 | -0.06 | 0.44 |
| Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.06 | 0.0 | -0.03 | 0.0 | 0.03 | -0.01 | 0.01 | 0.02 | 0.01 | -0.01 | 0.02 | 0.05 | -0.03 | -0.05 | -2.4 |
| Beta | NA | 0.75 | 0.79 | 0.87 | 0.86 | NA | 0.8 | 0.71 | 0.86 | 0.78 | 0.76 | 1.0 | 0.89 | 0.88 | 0.9 | 0.71 | 0.91 | 0.57 | 0.8 | 0.72 | 0.67 | 0.63 | 0.61 | 0.89 | 0.94 | -2.2 |
| RSquared | NA | 0.83 | 0.85 | 0.86 | 0.84 | NA | 0.74 | 0.78 | 0.94 | 0.93 | 0.57 | 0.93 | 0.93 | 0.96 | 0.82 | 0.55 | 0.86 | 0.41 | 0.59 | 0.62 | 0.57 | 0.41 | 0.44 | 0.94 | 0.94 | 1.0 |
| Yield(%) | N/A | 11.9 | 3.2 | 3.6 | 5.2 | 7.5 | N/A | 9.4 | 1.0 | 0.7 | 1.2 | 1.1 | 4.1 | 9.7 | 9.4 | 2.3 | 6.0 | 8.1 | 13.1 | 4.9 | 4.5 | 0.6 | 0.0 | 0.1 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | 1072.3 | 24.9 | -39.1 | N/A | N/A | N/A | 945.5 | 12.6 | -36.7 | 15.3 | -65.6 | -67.6 | 13.3 | 381.7 | -66.5 | -29.1 | -26.1 | 201.4 | -1.4 | 756.7 | N/A | -100.0 | -66.7 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
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