Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) | 0.36% | 5.39% | 4.61% | 0.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) | 10/23/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 5.39 | 4.61 | 0.55 | NA | NA | NA | … | … | 0.36 | 7.61 | 2.14 | 6.50 | -13.09 | -0.07 | 10.00 | 9.39 | 1.48 |
| Sharpe Ratio | NA | 0.64 | 0.25 | -0.31 | NA | NA | NA | … | … | -0.40 | 1.02 | -0.26 | 0.39 | -1.95 | -0.03 | 1.78 | 2.49 | 2.54 |
| Standard Deviation(%) | NA | 3.90 | 5.50 | 5.97 | NA | NA | NA | … | … | 4.10 | 4.66 | 5.67 | 7.36 | 7.47 | 3.38 | 5.46 | 3.18 | 2.62 |
| Draw Down(%) | NA | 2.77 | 6.24 | 17.83 | NA | NA | NA | … | … | 2.77 | 2.82 | 4.12 | 7.18 | 17.09 | 3.20 | 8.71 | 1.95 | 0.68 |
| Yield(%) | 0.00 | 4.46 | 4.28 | 3.19 | 3.03 | 2.02 | 1.52 | … | … | 1.66 | 4.48 | 4.30 | 3.87 | 2.53 | 2.04 | 6.85 | 4.50 | 0.57 |
Data as of 06/10/2026, Common starting date is 10/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) |
-4.61%
Oct 2020 – Oct 2023 |
-0.06%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) |
6.82%
Nov 2018 – Nov 2021 |
2.16%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart