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FSADX: STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND OF FUNDS STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND OF FUNDS (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/28/2012 |
| Last Dividend Date: | 12/12/2018 |
| 12-Mo. Yield | 4.64% |
| Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/28/2012 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.7 | 2.9 | 5.1 | 0.0 | -0.6 | 6.5 | 13.8 | -3.7 | 2.0 | 8.1 | 8.0 |
| Sharpe Ratio | NA | -0.87 | 1.82 | 0.73 | 1.25 | 0.0 | -0.62 | 2.34 | 2.67 | -0.85 | 0.52 | 2.31 | 5.36 |
| Draw Down(%) | NA | 3.8 | 3.8 | 12.6 | 12.6 | 0.0 | 3.8 | 1.9 | 5.3 | 8.9 | 6.7 | 5.5 | 1.2 |
| Standard Deviation(%) | NA | 2.9 | 3.5 | 3.9 | 3.8 | NA | 3.0 | 2.5 | 5.1 | 4.4 | 3.8 | 3.5 | 3.1 |
| Treynor Ratio | NA | -0.07 | 0.1 | 0.04 | 0.06 | NA | -0.04 | 0.1 | 0.15 | -0.04 | 0.02 | 0.1 | 0.25 |
| Alpha | NA | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.02 | 0.02 |
| Beta | NA | 0.39 | 0.67 | 0.77 | 0.78 | 0.0 | 0.53 | 0.61 | 0.92 | 0.97 | 0.88 | 0.82 | 0.68 |
| RSquared | NA | 0.31 | 0.55 | 0.63 | 0.61 | 0.0 | 0.4 | 0.49 | 0.83 | 0.77 | 0.63 | 0.58 | 0.38 |
| Yield(%) | N/A | 4.6 | 5.6 | 5.3 | N/A | 0.0 | 5.0 | 5.1 | 5.8 | 6.4 | 6.3 | 6.2 | 3.4 |
| Dividend Growth(%) | N/A | -5.2 | -23.8 | N/A | N/A | -100.0 | 0.4 | -4.9 | -18.9 | -2.8 | 4.0 | 91.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
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- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) (94%)
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- ANGL (VanEck Fallen Angel High Yield Bond ETF) (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (97%)
- MPV (Barings Participation Investors (the Trust)) (97%)
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