Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSGFX (STRATEGIC ADVISERS GROWTH FUND STRATEGIC ADVISERS GROWTH FUND) | NA | -36.78% | -7.34% | -0.07% | 6.67% | NA | NA | … | … |
Data as of 11/27/2020, Common starting date is 06/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSGFX (STRATEGIC ADVISERS GROWTH FUND STRATEGIC ADVISERS GROWTH FUND) | 06/08/2010 | 11/27/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -36.78 | -7.34 | -0.07 | 6.67 | NA | NA | … | … | -38.33 | 33.53 | -4.54 | 22.76 | 5.44 | 4.30 | 12.69 | 35.10 | 12.70 | -0.25 | 22.48 |
| Sharpe Ratio | NA | -0.44 | -0.16 | -0.02 | 0.21 | NA | NA | … | … | -0.47 | 2.24 | -0.28 | 2.52 | 0.37 | 0.26 | 0.96 | 3.00 | 0.92 | -0.01 | 2.54 |
| Standard Deviation(%) | NA | 84.15 | 50.66 | 39.99 | 30.57 | NA | NA | … | … | 88.07 | 14.36 | 20.97 | 8.81 | 14.01 | 16.36 | 13.15 | 11.68 | 13.83 | 24.59 | 16.73 |
| Draw Down(%) | NA | 54.52 | 54.52 | 54.52 | 54.52 | NA | NA | … | … | 54.52 | 7.84 | 22.74 | 5.58 | 13.60 | 12.26 | 8.05 | 5.51 | 11.69 | 21.35 | 8.70 |
| Yield(%) | 0.00 | 4.26 | 9.33 | 8.56 | 9.63 | 7.49 | 5.62 | … | … | 0.00 | 13.61 | 13.64 | 4.59 | 9.97 | 5.94 | 7.07 | 10.06 | 0.88 | 1.57 | 0.31 |
Data as of 11/27/2020, Common starting date is 06/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGFX (STRATEGIC ADVISERS GROWTH FUND STRATEGIC ADVISERS GROWTH FUND) |
7.31%
Dec 2015 – Dec 2018 |
7.53%
Mar 2015 – Mar 2020 |
14.51%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGFX (STRATEGIC ADVISERS GROWTH FUND STRATEGIC ADVISERS GROWTH FUND) |
22.09%
Aug 2017 – Aug 2020 |
17.83%
Aug 2015 – Aug 2020 |
17.04%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart