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FSAKX: Strategic Advisers U.S. Total Stock (MUTUAL FUND)
Basic Info 11.02 0(0.0%) July 11
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/08/2024 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 7.45% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | Since 07/08/2024 |
2024 | |
|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 6.8 | 17.5 | 10.2 |
| Sharpe Ratio | NA | 0.37 | 0.64 | 1.05 |
| Draw Down(%) | NA | 19.2 | 19.2 | 9.5 |
| Standard Deviation(%) | NA | 24.2 | 21.2 | 17.9 |
| Treynor Ratio | NA | 0.09 | 0.14 | 0.17 |
| Alpha | NA | -0.01 | 0.01 | 0.02 |
| Beta | NA | 0.98 | 1.01 | 1.07 |
| RSquared | NA | 0.98 | 0.91 | 0.78 |
| Yield(%) | N/A | 0.0 | N/A | 7.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/2024
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