Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FQAKX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS N) NA -7.14% 12.75% 10.31% NA NA NA
Data as of 02/01/2019, Common starting date is 11/22/2013
More Performance Analytics Comparison
Name Start Date End Date
FQAKX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS N) 11/22/2013 02/01/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -7.14 12.75 10.31 NA NA NA 0.00 -3.96 18.98 15.26 -4.01 21.31 -8.62
Sharpe Ratio NA -0.58 0.87 0.53 NA NA NA 0.00 -0.35 1.79 0.87 -0.25 0.87 -1.61
Standard Deviation(%) NA 14.77 13.83 17.14 NA NA NA NA 15.05 10.28 17.29 16.27 24.44 37.05
Draw Down(%) NA 14.35 14.35 25.83 NA NA NA 0.00 14.35 5.18 15.72 16.02 13.72 11.01
Yield(%) 0.00 17.48 17.40 16.12 6.92 4.61 3.46 0.00 17.93 7.84 22.22 6.73 34.81 0.00
Data as of 02/01/2019, Common starting date is 11/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQAKX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS N) 7.66%
Mar 2015 – Mar 2018
8.93%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQAKX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS N) 16.60%
Sep 2014 – Sep 2017
9.60%
Jan 2014 – Jan 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return