FSGFX: Strategic Advisers Growth (MUTUAL FUND)
Basic Info
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)
Not up-to-date? TryLast 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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