Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPCIX (STRATEGIC ADVISERS CORE INCOME FUND STRATEGIC ADVISERS CORE INCOME FUND) | 0.19% | 5.09% | 4.70% | 0.40% | 1.89% | 2.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPCIX (STRATEGIC ADVISERS CORE INCOME FUND STRATEGIC ADVISERS CORE INCOME FUND) | 09/28/2007 | 06/04/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.09 | 4.70 | 0.40 | 1.89 | 2.41 | NA | … | … | 0.19 | 8.19 | 2.09 | 6.37 | -14.11 | -1.48 | 6.91 | 9.20 | -0.77 | 4.63 | 3.97 | -0.01 | 5.19 | -1.38 | 7.83 | 1.76 | 4.74 | 11.09 | -5.18 | 1.72 |
| Sharpe Ratio | NA | 0.84 | 0.32 | -0.34 | 0.06 | NA | NA | … | … | -0.46 | 1.15 | -0.27 | 0.36 | -2.03 | -0.40 | 1.16 | 2.32 | -0.79 | 1.42 | 1.29 | -0.01 | 2.10 | -0.41 | 3.17 | 0.47 | 1.32 | 2.48 | -0.85 | 0.90 |
| Standard Deviation(%) | NA | 4.04 | 5.62 | 6.10 | 5.06 | NA | NA | … | … | 4.38 | 4.64 | 5.60 | 7.59 | 7.69 | 3.75 | 5.72 | 3.32 | 2.72 | 2.80 | 2.91 | 3.25 | 2.46 | 3.43 | 2.47 | 3.65 | 3.53 | 4.43 | 7.23 | 4.98 |
| Draw Down(%) | NA | 3.03 | 6.51 | 19.04 | 20.80 | NA | NA | … | … | 3.03 | 2.82 | 4.14 | 7.57 | 18.09 | 3.59 | 8.68 | 1.99 | 2.85 | 1.43 | 3.62 | 2.65 | 1.12 | 5.35 | 1.12 | 1.98 | 3.39 | 4.09 | 9.69 | 1.78 |
| Yield(%) | 0.00 | 4.27 | 4.30 | 3.28 | 3.10 | 3.22 | 2.84 | … | … | 1.38 | 4.68 | 4.45 | 3.95 | 2.91 | 2.25 | 2.79 | 3.94 | 2.41 | 2.47 | 3.48 | 3.01 | 3.14 | 2.77 | 4.60 | 2.03 | 0.00 | 0.00 | 3.98 | 1.61 |
Data as of 06/04/2026, Common starting date is 09/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPCIX (STRATEGIC ADVISERS CORE INCOME FUND STRATEGIC ADVISERS CORE INCOME FUND) |
-6.23%
Oct 2020 – Oct 2023 |
-1.01%
Jul 2020 – Jul 2025 |
0.75%
Oct 2012 – Oct 2022 |
1.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPCIX (STRATEGIC ADVISERS CORE INCOME FUND STRATEGIC ADVISERS CORE INCOME FUND) |
6.86%
Feb 2009 – Feb 2012 |
5.30%
Feb 2009 – Feb 2014 |
3.99%
Mar 2009 – Mar 2019 |
2.75%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart