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FWHBX: STRATEGIC ADVISERS CORE INCOME MULTI-MANAGER FUND STRATEGIC ADVISERS CORE INCOME MULTI-MANAGER FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/28/2012 |
| Last Dividend Date: | 12/12/2018 |
| 12-Mo. Yield | 1.99% |
| Expenses | - |
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Performance Analytics (As of 09/11/2020)
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 | -0.5 | 1.1 | 1.9 | 0.0 | -1.8 | 4.0 | 3.5 | 0.1 | 5.5 | -1.6 | 3.2 |
| Sharpe Ratio | NA | -0.73 | 0.31 | 0.53 | 0.53 | 0.0 | -1.18 | 1.18 | 1.06 | 0.02 | 2.13 | -0.47 | 2.89 |
| Draw Down(%) | NA | 1.8 | 4.1 | 4.1 | 5.4 | 0.0 | 3.0 | 1.6 | 4.1 | 2.6 | 1.2 | 5.4 | 1.0 |
| Standard Deviation(%) | NA | 2.5 | 2.8 | 2.9 | 3.0 | NA | 2.6 | 2.9 | 3.1 | 3.5 | 2.6 | 3.5 | 2.2 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.02 | 0.02 | NA | -0.05 | 0.04 | 0.05 | 0.0 | 0.1 | -0.02 | 0.12 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.6 | 0.73 | 0.7 | 0.69 | 0.0 | 0.67 | 0.81 | 0.71 | 0.73 | 0.53 | 0.78 | 0.53 |
| RSquared | NA | 0.43 | 0.6 | 0.63 | 0.62 | 0.0 | 0.47 | 0.61 | 0.71 | 0.79 | 0.39 | 0.71 | 0.48 |
| Yield(%) | N/A | 2.0 | 2.1 | 2.4 | N/A | 0.0 | 2.1 | 2.0 | 2.5 | 2.6 | 3.1 | 2.7 | 2.2 |
| Dividend Growth(%) | N/A | 1.1 | -24.7 | N/A | N/A | -100.0 | 12.2 | -19.8 | -9.2 | -11.5 | 9.2 | 22.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2012
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See Intermediate-Term Bond Asset Class Trend Rankings |
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