Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) | 0.89% | 3.91% | 1.08% | -1.10% | NA | NA | NA | 1.65% |
Data as of 05/30/2025, AR inception is 10/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) | 10/23/2018 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 3.91 | 1.08 | -1.10 | NA | NA | NA | 1.65 | 0.89 | 0.86 | 6.52 | -13.07 | -0.12 | 5.62 | 9.39 | 1.48 |
| Sharpe Ratio | NA | -0.67 | -0.46 | -0.58 | NA | NA | NA | -0.14 | -0.21 | -1.01 | 0.31 | -1.94 | -0.04 | 0.79 | 2.51 | 2.61 |
| Standard Deviation(%) | NA | 5.45 | 6.78 | 6.09 | NA | NA | NA | 5.82 | 5.53 | 5.65 | 7.36 | 7.47 | 3.38 | 6.77 | 3.18 | 2.62 |
| Draw Down(%) | NA | 5.19 | 9.99 | 20.11 | NA | NA | NA | 20.11 | 2.82 | 4.16 | 7.17 | 17.07 | 3.20 | 8.71 | 1.95 | 0.68 |
| Yield(%) | 0.00 | 2.10 | 2.86 | 2.33 | 1.90 | 1.27 | 0.95 | 3.17 | 0.00 | 3.03 | 3.87 | 2.55 | 1.98 | 2.57 | 4.50 | 0.57 |
Data as of 05/30/2025, AR inception is 10/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) |
-5.90%
Oct 2020 - Oct 2023 |
-0.65%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIWGX (STRATEGIC ADVISERS FIDELITY CORE INCOME FUND) |
5.38%
Nov 2018 - Nov 2021 |
1.33%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart