Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUSPX (Strategic Advisers US Opportunity II) | NA | 8.43% | 19.65% | 14.91% | NA | NA | NA | … | … |
Data as of 11/19/2014, Common starting date is 11/20/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUSPX (Strategic Advisers US Opportunity II) | 11/20/2008 | 11/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.43 | 19.65 | 14.91 | NA | NA | NA | … | … | 3.98 | 34.39 | 17.03 | -1.13 | 20.45 | 32.58 | 20.39 |
| Sharpe Ratio | NA | 0.89 | 1.55 | 0.90 | NA | NA | NA | … | … | 0.47 | 3.04 | 1.33 | -0.05 | 1.08 | 1.17 | 8.84 |
| Standard Deviation(%) | NA | 9.41 | 12.14 | 16.50 | NA | NA | NA | … | … | 9.44 | 11.32 | 12.85 | 24.43 | 18.91 | 27.86 | 52.63 |
| Draw Down(%) | NA | 5.61 | 9.77 | 21.10 | NA | NA | NA | … | … | 5.61 | 5.69 | 9.77 | 21.10 | 16.13 | 24.77 | 9.09 |
| Yield(%) | 0.00 | 13.63 | 9.42 | 6.78 | 5.26 | 3.51 | 2.63 | … | … | 5.14 | 13.13 | 4.09 | 1.01 | 1.09 | 0.00 | 0.00 |
Data as of 11/19/2014, Common starting date is 11/20/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSPX (Strategic Advisers US Opportunity II) |
11.70%
Dec 2009 – Dec 2012 |
15.32%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSPX (Strategic Advisers US Opportunity II) |
27.14%
Feb 2009 – Feb 2012 |
24.65%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart