Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FPIOX (STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND) | 3.94% | 7.90% | 8.28% | 5.24% | 4.37% | 5.05% | NA | 4.45% |
Data as of 07/11/2025, AR inception is 09/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPIOX (STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND) | 09/28/2007 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.90 | 8.28 | 5.24 | 4.37 | 5.05 | NA | 4.45 | 3.94 | 6.60 | 11.79 | -10.52 | 5.39 | 5.25 | 14.73 | -3.93 | 6.65 | 13.03 | -4.07 | 1.91 | 7.96 | 15.63 | -1.53 | 6.65 | 41.51 | -29.03 | -1.00 |
| Sharpe Ratio | NA | 1.16 | 0.96 | 0.64 | 0.52 | NA | NA | 0.55 | 0.97 | 0.00 | 1.42 | -1.57 | 2.01 | 0.43 | 3.99 | -1.45 | 2.28 | 2.43 | -0.94 | 0.50 | 2.26 | 4.14 | -0.21 | 1.12 | 5.14 | -2.80 | -1.44 |
| Standard Deviation(%) | NA | 3.96 | 5.11 | 4.98 | 5.69 | NA | NA | 6.04 | 4.55 | 3.22 | 5.34 | 7.61 | 2.67 | 11.52 | 3.34 | 3.64 | 2.65 | 5.28 | 4.38 | 3.82 | 3.52 | 3.80 | 7.29 | 5.85 | 8.05 | 10.64 | 4.29 |
| Draw Down(%) | NA | 3.92 | 7.95 | 14.35 | 21.77 | NA | NA | 34.47 | 3.92 | 2.09 | 4.21 | 14.31 | 2.05 | 21.77 | 1.48 | 6.65 | 1.98 | 5.43 | 9.34 | 6.70 | 5.47 | 3.16 | 12.67 | 5.91 | 8.93 | 33.81 | 3.85 |
| Yield(%) | 0.00 | 4.81 | 5.48 | 5.08 | 4.84 | 5.30 | 4.04 | 4.75 | 2.04 | 5.37 | 5.71 | 4.94 | 4.77 | 4.83 | 5.98 | 4.63 | 4.71 | 5.26 | 6.95 | 6.88 | 6.34 | 6.76 | 3.13 | 0.00 | 0.00 | 5.66 | 1.91 |
Data as of 07/11/2025, AR inception is 09/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPIOX (STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND) |
-0.57%
Sep 2019 - Sep 2022 |
1.26%
Sep 2017 - Sep 2022 |
3.14%
Oct 2013 - Oct 2023 |
3.39%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPIOX (STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND) |
16.02%
Feb 2009 - Feb 2012 |
13.54%
Nov 2008 - Nov 2013 |
8.30%
Mar 2009 - Mar 2019 |
6.78%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart