Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCSAX (STRATEGIC ADVISERS CORE FUND STRATEGIC ADVISERS CORE FUND) | NA | -37.23% | -10.47% | -0.19% | 6.89% | NA | NA | … | … |
Data as of 09/24/2021, Common starting date is 02/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCSAX (STRATEGIC ADVISERS CORE FUND STRATEGIC ADVISERS CORE FUND) | 02/24/2010 | 09/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | -37.23 | -10.47 | -0.19 | 6.89 | NA | NA | … | … | 13.92 | -43.93 | 31.68 | -5.82 | 18.11 | 11.31 | -0.81 | 13.65 | 32.21 | 14.41 | -0.96 | 16.48 |
| Sharpe Ratio | NA | -0.53 | -0.24 | -0.03 | 0.24 | NA | NA | … | … | 1.39 | -0.57 | 2.39 | -0.42 | 2.33 | 0.82 | -0.05 | 1.17 | 2.80 | 1.12 | -0.04 | 1.03 |
| Standard Deviation(%) | NA | 70.93 | 46.07 | 36.23 | 27.55 | NA | NA | … | … | 14.09 | 76.68 | 12.69 | 16.86 | 7.52 | 13.47 | 15.90 | 11.66 | 11.48 | 12.92 | 23.51 | 18.85 |
| Draw Down(%) | NA | 51.18 | 51.18 | 51.18 | 51.18 | NA | NA | … | … | 7.81 | 50.95 | 6.75 | 20.14 | 3.90 | 11.81 | 12.19 | 8.16 | 5.60 | 10.66 | 22.14 | 15.28 |
| Yield(%) | 0.00 | 2.22 | 3.87 | 5.44 | 7.80 | 5.55 | 4.17 | … | … | 0.00 | 2.24 | 7.38 | 8.08 | 4.94 | 3.10 | 5.59 | 7.66 | 8.98 | 3.10 | 3.04 | 0.97 |
Data as of 09/24/2021, Common starting date is 02/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCSAX (STRATEGIC ADVISERS CORE FUND STRATEGIC ADVISERS CORE FUND) |
-13.32%
Jan 2018 – Jan 2021 |
-1.78%
Dec 2015 – Dec 2020 |
4.03%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCSAX (STRATEGIC ADVISERS CORE FUND STRATEGIC ADVISERS CORE FUND) |
21.86%
Nov 2011 – Nov 2014 |
16.33%
Jun 2010 – Jun 2015 |
13.95%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart