Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FQAJX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS L) NA -6.86% 13.05% 10.61% NA NA NA
Data as of 02/01/2019, Common starting date is 11/22/2013
More Performance Analytics Comparison
Name Start Date End Date
FQAJX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS L) 11/22/2013 02/01/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -6.86 13.05 10.61 NA NA NA 0.00 -3.70 19.22 15.65 -3.80 21.81 -8.62
Sharpe Ratio NA -0.56 0.88 0.55 NA NA NA 0.00 -0.33 1.82 0.88 -0.23 0.89 -1.61
Standard Deviation(%) NA 14.85 13.89 17.22 NA NA NA NA 15.12 10.24 17.39 16.31 24.58 37.05
Draw Down(%) NA 14.25 14.25 25.73 NA NA NA 0.00 14.25 5.05 15.69 16.00 13.64 11.01
Yield(%) 0.00 17.60 17.56 16.29 6.99 4.66 3.50 0.00 18.06 8.02 22.24 6.77 35.22 0.00
Data as of 02/01/2019, Common starting date is 11/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQAJX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS L) 7.91%
Mar 2015 – Mar 2018
9.24%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQAJX (STRATEGIC ADVISERS SMALL-MID CAP MULTI-MANAGER FUND CLASS L) 16.96%
Sep 2014 – Sep 2017
9.90%
Jan 2014 – Jan 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return