Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSCFX (STRATEGIC ADVISERS SMALL-MID CAP FUND STRATEGIC ADVISERS SMALL-MID CAP FUND) | NA | 26.40% | -4.51% | 4.31% | 6.21% | 8.56% | NA | 5.76% |
Data as of 10/21/2024, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSCFX (STRATEGIC ADVISERS SMALL-MID CAP FUND STRATEGIC ADVISERS SMALL-MID CAP FUND) | 12/27/2006 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.40 | -4.51 | 4.31 | 6.21 | 8.56 | NA | 5.76 | 6.77 | 16.66 | -23.74 | 4.97 | 15.68 | 27.81 | -12.52 | 18.93 | 16.04 | -4.49 | 5.13 | 35.60 | 14.88 | -4.79 | 24.22 | 40.36 | -40.89 | -2.95 | -2.20 |
| Sharpe Ratio | NA | 1.19 | -0.39 | 0.08 | 0.23 | NA | NA | 0.19 | 0.09 | 0.72 | -0.95 | 0.24 | 0.39 | 1.81 | -0.81 | 1.81 | 0.94 | -0.29 | 0.37 | 2.35 | 0.94 | -0.17 | 1.03 | 1.34 | -1.05 | -0.34 | -10.26 |
| Standard Deviation(%) | NA | 15.66 | 21.13 | 25.24 | 20.86 | NA | NA | 22.71 | 14.87 | 17.28 | 26.67 | 21.01 | 39.31 | 14.55 | 17.23 | 10.18 | 16.85 | 15.67 | 13.97 | 15.15 | 15.84 | 28.83 | 23.52 | 30.09 | 39.78 | 17.76 | 9.49 |
| Draw Down(%) | NA | 8.86 | 37.40 | 41.35 | 41.35 | NA | NA | 60.17 | 8.86 | 15.02 | 29.56 | 11.79 | 41.35 | 8.05 | 25.60 | 5.10 | 14.89 | 15.06 | 12.45 | 7.69 | 11.90 | 27.63 | 17.91 | 27.01 | 51.74 | 12.55 | 2.20 |
| Yield(%) | 0.00 | 11.92 | 3.22 | 3.56 | 5.17 | 7.54 | 4.28 | 5.03 | 9.39 | 1.03 | 0.69 | 1.15 | 1.13 | 4.06 | 9.71 | 9.40 | 2.27 | 6.02 | 8.11 | 13.06 | 4.88 | 4.50 | 0.65 | 0.00 | 0.09 | 0.26 | 0.08 |
Data as of 10/21/2024, AR inception is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCFX (STRATEGIC ADVISERS SMALL-MID CAP FUND STRATEGIC ADVISERS SMALL-MID CAP FUND) |
-9.30%
Jun 2007 - Jun 2010 |
-1.57%
May 2007 - May 2012 |
3.98%
Oct 2013 - Oct 2023 |
4.43%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCFX (STRATEGIC ADVISERS SMALL-MID CAP FUND STRATEGIC ADVISERS SMALL-MID CAP FUND) |
29.42%
Feb 2009 - Feb 2012 |
25.29%
Feb 2009 - Feb 2014 |
15.68%
Feb 2009 - Feb 2019 |
11.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart