Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSAKX (Strategic Advisers U.S. Total Stock) | 6.78% | 17.37% | NA | NA | NA | NA | NA | 17.72% |
Data as of 07/11/2025, AR inception is 07/08/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSAKX (Strategic Advisers U.S. Total Stock) | 07/08/2024 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 17.37 | NA | NA | NA | NA | NA | 17.72 | 6.78 | 10.24 |
| Sharpe Ratio | NA | 0.67 | NA | NA | NA | NA | NA | 0.68 | 0.44 | 1.05 |
| Standard Deviation(%) | NA | 21.14 | NA | NA | NA | NA | NA | 21.04 | 23.71 | 17.89 |
| Draw Down(%) | NA | 19.20 | NA | NA | NA | NA | NA | 19.20 | 19.20 | 9.49 |
| Yield(%) | 0.00 | 7.43 | 2.48 | 1.49 | 0.75 | 0.50 | 0.37 | 7.45 | 0.00 | 7.45 |
Data as of 07/11/2025, AR inception 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