Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVSAX (STRATEGIC ADVISERS VALUE FUND STRATEGIC ADVISERS VALUE FUND) | NA | -10.69% | 0.73% | 6.05% | 8.66% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVSAX (STRATEGIC ADVISERS VALUE FUND STRATEGIC ADVISERS VALUE FUND) | 01/09/2009 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.69 | 0.73 | 6.05 | 8.66 | NA | NA | … | … | -11.22 | 26.49 | -9.53 | 13.51 | 16.08 | -3.65 | 14.13 | 32.74 | 15.53 | 0.38 | 11.90 | 20.68 |
| Sharpe Ratio | NA | -0.29 | -0.01 | 0.25 | 0.45 | NA | NA | … | … | -0.30 | 1.99 | -0.65 | 1.56 | 1.11 | -0.24 | 1.25 | 2.92 | 1.22 | 0.01 | 0.62 | 0.77 |
| Standard Deviation(%) | NA | 38.17 | 25.16 | 20.87 | 18.36 | NA | NA | … | … | 38.86 | 12.64 | 16.68 | 8.29 | 14.20 | 15.66 | 11.27 | 11.20 | 12.84 | 23.27 | 19.04 | 27.43 |
| Draw Down(%) | NA | 38.91 | 38.91 | 38.91 | 38.91 | NA | NA | … | … | 38.91 | 7.77 | 20.43 | 4.84 | 11.61 | 12.51 | 8.13 | 4.72 | 10.52 | 21.86 | 16.86 | 23.26 |
| Yield(%) | 0.00 | 2.99 | 6.40 | 6.67 | 7.76 | 6.93 | 5.20 | … | … | 0.00 | 10.60 | 7.75 | 4.15 | 6.29 | 6.47 | 9.73 | 7.10 | 4.86 | 3.22 | 1.64 | 0.73 |
Data as of 12/17/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVSAX (STRATEGIC ADVISERS VALUE FUND STRATEGIC ADVISERS VALUE FUND) |
-3.44%
Mar 2017 – Mar 2020 |
0.99%
Mar 2015 – Mar 2020 |
6.82%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVSAX (STRATEGIC ADVISERS VALUE FUND STRATEGIC ADVISERS VALUE FUND) |
22.93%
Nov 2011 – Nov 2014 |
20.23%
Feb 2009 – Feb 2014 |
13.81%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart