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FMJDX: STRATEGIC ADVISERS INTERNATIONAL MULTI-MANAGER FUND STRATEGIC ADVISERS INTERNATIONAL MULTI-MANAGER FUND (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/15/2012 |
Last Dividend Date: | 12/10/2018 |
12-Mo. Yield | 16.47% |
Expenses | 1.20% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/15/2012 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.8 | 2.5 | 6.8 | 0.0 | -9.8 | 26.2 | -0.1 | 0.4 | -4.3 | 22.2 | 16.5 |
Sharpe Ratio | NA | -1.22 | 0.46 | 0.18 | 0.51 | 0.0 | -0.87 | 3.67 | -0.02 | 0.03 | -0.41 | 1.95 | 1.9 |
Draw Down(%) | NA | 16.0 | 17.2 | 21.3 | 21.3 | 0.0 | 17.2 | 2.3 | 12.2 | 15.4 | 12.0 | 8.7 | 5.4 |
Standard Deviation(%) | NA | 12.6 | 12.3 | 12.7 | 12.7 | NA | 12.8 | 7.0 | 16.6 | 14.7 | 10.6 | 11.4 | 14.6 |
Treynor Ratio | NA | -0.2 | 0.06 | 0.03 | 0.07 | NA | -0.13 | 0.29 | 0.0 | 0.0 | -0.05 | 0.26 | 0.31 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.78 | 0.87 | 0.89 | 0.88 | 0.0 | 0.87 | 0.9 | 0.93 | 0.9 | 0.9 | 0.87 | 0.88 |
RSquared | NA | 0.74 | 0.88 | 0.89 | 0.9 | 0.0 | 0.82 | 0.91 | 0.97 | 0.9 | 0.91 | 0.93 | 0.95 |
Yield(%) | N/A | 16.5 | 9.0 | 6.5 | N/A | 0.0 | 17.2 | 2.7 | 1.9 | 2.2 | 6.3 | 3.7 | 1.3 |
Dividend Growth(%) | N/A | 693.6 | 98.2 | N/A | N/A | -100.0 | 680.0 | 42.9 | -16.0 | -68.4 | 97.5 | 233.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2012
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