Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAUDX (STRATEGIC ADVISERS SHORT DURATION FUND STRATEGIC ADVISERS SHORT DURATION FUND) | 0.32% | 2.94% | 4.78% | 3.01% | 2.45% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAUDX (STRATEGIC ADVISERS SHORT DURATION FUND STRATEGIC ADVISERS SHORT DURATION FUND) | 01/09/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 2.94 | 4.78 | 3.01 | 2.45 | NA | NA | … | … | 0.32 | 4.63 | 5.68 | 5.80 | -0.98 | 0.03 | 2.49 | 3.69 | 0.93 | 1.54 | 1.64 | 0.49 | 0.69 | 0.55 | 1.65 |
| Sharpe Ratio | NA | 0.60 | 1.10 | 0.37 | 0.67 | NA | NA | … | … | -0.56 | 1.17 | 1.29 | 1.27 | -1.86 | 0.01 | 1.27 | 2.28 | -0.56 | 1.35 | 2.32 | 0.62 | 0.96 | 0.69 | 2.62 |
| Standard Deviation(%) | NA | 1.60 | 1.60 | 1.48 | 1.28 | NA | NA | … | … | 1.73 | 1.49 | 1.59 | 1.71 | 1.30 | 0.60 | 1.75 | 0.98 | 0.80 | 0.66 | 0.62 | 0.74 | 0.69 | 0.74 | 0.63 |
| Draw Down(%) | NA | 1.00 | 1.00 | 2.64 | 3.86 | NA | NA | … | … | 1.00 | 0.40 | 0.40 | 0.41 | 2.35 | 0.40 | 3.86 | 0.30 | 0.37 | 0.11 | 0.20 | 0.51 | 0.42 | 0.64 | 0.10 |
| Yield(%) | 0.00 | 3.80 | 4.46 | 3.36 | 2.53 | 1.97 | 1.48 | … | … | 1.22 | 4.33 | 4.93 | 4.28 | 1.89 | 0.72 | 1.57 | 2.66 | 1.92 | 1.33 | 1.13 | 1.09 | 0.98 | 0.84 | 0.85 |
Data as of 06/05/2026, Common starting date is 01/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAUDX (STRATEGIC ADVISERS SHORT DURATION FUND STRATEGIC ADVISERS SHORT DURATION FUND) |
0.24%
Oct 2019 – Oct 2022 |
0.94%
Feb 2013 – Feb 2018 |
1.00%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAUDX (STRATEGIC ADVISERS SHORT DURATION FUND STRATEGIC ADVISERS SHORT DURATION FUND) |
5.62%
Oct 2022 – Oct 2025 |
3.15%
Feb 2021 – Feb 2026 |
2.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart