Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGNSX (STRATEGIC ADVISERS TAX-SENSITIVE SHORT DURATION FUND) | 0.98% | 3.17% | 3.59% | 2.40% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGNSX (STRATEGIC ADVISERS TAX-SENSITIVE SHORT DURATION FUND) | 12/29/2017 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.17 | 3.59 | 2.40 | NA | NA | NA | … | … | 0.98 | 3.63 | 3.47 | 3.84 | 0.13 | 0.24 | 1.08 | 2.12 | 1.11 | 0.00 |
| Sharpe Ratio | NA | 0.52 | 0.29 | -0.12 | NA | NA | NA | … | … | -0.22 | 0.61 | -0.12 | 0.16 | -1.33 | 0.57 | 0.73 | 0.97 | -0.42 | NA |
| Standard Deviation(%) | NA | 1.00 | 1.17 | 1.07 | NA | NA | NA | … | … | 0.96 | 1.22 | 1.20 | 1.14 | 0.98 | 0.38 | 1.13 | 0.66 | 0.65 | 0.00 |
| Draw Down(%) | NA | 0.50 | 0.70 | 1.42 | NA | NA | NA | … | … | 0.50 | 0.70 | 0.40 | 0.50 | 1.35 | 0.20 | 1.89 | 0.30 | 0.20 | 0.00 |
| Yield(%) | 0.00 | 2.82 | 3.12 | 2.31 | 1.58 | 1.05 | 0.79 | … | … | 0.97 | 3.17 | 3.31 | 2.86 | 1.10 | 0.44 | 1.15 | 1.80 | 1.01 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGNSX (STRATEGIC ADVISERS TAX-SENSITIVE SHORT DURATION FUND) |
0.20%
Sep 2019 – Sep 2022 |
1.12%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGNSX (STRATEGIC ADVISERS TAX-SENSITIVE SHORT DURATION FUND) |
3.85%
Sep 2022 – Sep 2025 |
2.43%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart