Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSAKX (Strategic Advisers U.S. Total Stock) | 8.94% | 25.93% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/08/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSAKX (Strategic Advisers U.S. Total Stock) | 07/08/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.33 | 25.93 | NA | NA | NA | NA | NA | … | … | 8.94 | 16.49 | 10.24 |
| Sharpe Ratio | NA | 1.83 | NA | NA | NA | NA | NA | … | … | 1.35 | 0.73 | 1.05 |
| Standard Deviation(%) | NA | 12.74 | NA | NA | NA | NA | NA | … | … | 14.58 | 18.85 | 17.89 |
| Draw Down(%) | NA | 8.97 | NA | NA | NA | NA | NA | … | … | 8.97 | 19.20 | 9.49 |
| Yield(%) | 0.00 | 7.72 | 5.13 | 3.08 | 1.54 | 1.03 | 0.77 | … | … | 0.00 | 7.79 | 7.45 |
Data as of 06/05/2026, Common starting date is 07/08/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSAKX (Strategic Advisers U.S. Total Stock) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSAKX (Strategic Advisers U.S. Total Stock) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart