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FSGFX: Strategic Advisers Growth (MUTUAL FUND)


Basic Info    

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Asset Class:LARGE GROWTH
MyPlanIQ Rating: Not Rated
Start Date:06/08/2010
Last Dividend Date:12/30/2019
12-Mo. Yield 0.00%
Expenses 0.56%
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Performance Analytics (As of 11/27/2020)

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Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
06/08/2010
2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) 0.0 -36.8 -7.3 -0.1 6.7 7.9 -38.3 33.5 -4.5 22.8 5.4 4.3 12.7 35.1 12.7 -0.3 22.5
Sharpe Ratio NA -0.44 -0.16 -0.02 0.21 0.25 -0.47 2.24 -0.28 2.52 0.37 0.26 0.96 3.0 0.92 -0.01 2.54
Draw Down(%) NA 54.5 54.5 54.5 54.5 54.5 54.5 7.8 22.7 5.6 13.6 12.3 8.1 5.5 11.7 21.4 8.7
Standard Deviation(%) NA 84.1 50.7 40.0 30.6 30.1 88.1 14.4 21.0 8.8 14.0 16.4 13.2 11.7 13.8 24.6 16.7
Treynor Ratio NA -0.4 -0.1 -0.01 0.08 0.09 -0.45 0.46 -0.07 0.28 0.06 0.04 0.2 0.46 0.17 0.0 0.51
Alpha NA -0.25 -0.09 -0.05 -0.02 -0.02 -0.28 0.01 -0.02 -0.01 0.02 -0.01 0.02 0.03 0.0 0.0 0.03
Beta NA 0.92 0.87 0.87 0.82 0.82 0.92 0.7 0.89 0.8 0.86 0.96 0.65 0.77 0.77 0.69 0.83
RSquared NA 0.26 0.33 0.35 0.4 0.41 0.26 0.75 0.78 0.62 0.82 0.89 0.45 0.62 0.65 0.56 0.73

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2010

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