Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPIOX (STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND STRATEGIC ADVISERS INCOME OPPORTUNITIES FUND) | 1.94% | 7.53% | 9.11% | 4.42% | 5.38% | 5.05% | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.53 | 9.11 | 4.42 | 5.38 | 5.05 | NA | … | … | 1.94 | 8.98 | 8.45 | 12.48 | -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 | 1.85 | 1.63 | 0.39 | 0.69 | NA | NA | … | … | 0.60 | 1.61 | 1.42 | 1.66 | -1.58 | 2.01 | 0.43 | 3.97 | -1.46 | 2.27 | 2.43 | -0.94 | 0.50 | 2.25 | 4.14 | -0.21 | 1.12 | 5.14 | -2.81 | -1.47 |
| Standard Deviation(%) | NA | 3.21 | 3.93 | 4.97 | 5.50 | NA | NA | … | … | 3.82 | 3.79 | 3.40 | 5.36 | 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 | 2.22 | 3.92 | 14.35 | 21.77 | NA | NA | … | … | 2.22 | 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 | 5.47 | 6.32 | 5.25 | 5.38 | 5.32 | 4.38 | … | … | 2.06 | 5.96 | 6.45 | 6.35 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| 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 |
6.83%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart