Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARMX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS F) | 16.57% | 11.91% | 5.51% | 3.41% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARMX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS F) | 04/17/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 11.91 | 5.51 | 3.41 | NA | NA | NA | … | … | 16.57 | 7.99 | -4.83 | -11.61 | 13.68 | 23.36 | 47.67 |
| Sharpe Ratio | NA | 0.73 | 0.21 | 0.06 | NA | NA | NA | … | … | 2.42 | 0.29 | -0.57 | -0.89 | 0.48 | 1.21 | 3.15 |
| Standard Deviation(%) | NA | 15.82 | 16.38 | 18.94 | NA | NA | NA | … | … | 18.16 | 17.62 | 14.77 | 17.19 | 25.42 | 19.25 | 23.21 |
| Draw Down(%) | NA | 9.89 | 19.81 | 30.27 | NA | NA | NA | … | … | 6.74 | 14.80 | 12.37 | 21.68 | 26.58 | 12.51 | 10.13 |
| Yield(%) | 0.00 | 1.74 | 1.70 | 1.40 | 1.36 | 0.91 | 0.68 | … | … | 0.00 | 1.97 | 2.12 | 1.18 | 1.30 | 0.87 | 0.65 |
Data as of 06/08/2026, Common starting date is 04/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARMX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS F) |
-6.01%
Mar 2022 – Mar 2025 |
3.76%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARMX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS F) |
21.72%
Jul 2020 – Jul 2023 |
13.31%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart