Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMUX (Strategic Advisers Municipal Bond Fund) | 1.76% | 7.46% | 4.27% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMUX (Strategic Advisers Municipal Bond Fund) | 06/18/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 7.46 | 4.27 | NA | NA | NA | NA | … | … | 1.76 | 3.82 | 3.00 | 7.14 | -10.56 | 0.35 |
| Sharpe Ratio | NA | 1.62 | 0.31 | NA | NA | NA | NA | … | … | 0.31 | 0.18 | -0.17 | 0.80 | -2.48 | 0.46 |
| Standard Deviation(%) | NA | 2.90 | 4.38 | NA | NA | NA | NA | … | … | 3.15 | 5.23 | 3.67 | 4.39 | 4.85 | 1.36 |
| Draw Down(%) | NA | 2.78 | 5.95 | NA | NA | NA | NA | … | … | 2.78 | 5.52 | 2.55 | 6.08 | 15.33 | 2.08 |
| Yield(%) | 0.00 | 3.72 | 3.73 | 2.88 | 1.44 | 0.96 | 0.72 | … | … | 1.29 | 3.91 | 3.72 | 3.58 | 2.53 | 0.85 |
Data as of 06/04/2026, Common starting date is 06/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMUX (Strategic Advisers Municipal Bond Fund) |
-0.83%
Jul 2021 – Jul 2024 |
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 |
|---|---|---|---|---|
| FSMUX (Strategic Advisers Municipal Bond Fund) |
6.22%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart