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Strategic Advisers Large Cap (FALCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.26+0.02 (+0.15%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.85%
5-Year Average Return15.55%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (May 16, 2024)32.84%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return32.84%
Worst 3-Yr Total Return7.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFALCXCategory
YTD7.15%5.31%
1-Month-3.97%-4.19%
3-Month4.83%3.90%
1-Year24.93%20.31%
3-Year8.23%6.48%
5-Year13.73%11.78%
10-Year12.29%10.96%
Last Bull Market27.60%25.56%
Last Bear Market-15.87%-15.11%

Annual Total Return (%) History

Year
FALCXCategory
2024
N/AN/A
2023
26.82%22.32%
2022
-17.34%-16.96%
2021
27.99%26.07%
2020
19.32%15.83%
2019
31.70%28.78%
2018
-5.82%-6.27%
2017
22.55%20.44%
2016
10.82%10.37%
2015
0.08%-1.07%
2014
12.11%10.96%
2013
32.84%31.50%
2012
16.11%14.96%
2011
-2.27%-1.27%
2010
15.66%14.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.57%N/AN/AN/A
20237.12%8.77%-2.73%11.90%
2022-4.69%-15.87%-4.62%8.08%
20217.53%8.59%0.12%9.48%
2020-20.16%20.84%9.11%13.35%
201913.85%4.11%1.21%9.79%
2018-0.55%3.12%7.46%-14.54%
20176.11%3.44%4.71%6.63%
2016-0.27%1.91%4.80%4.05%
20151.41%0.25%-7.60%6.54%
20141.74%4.81%0.51%4.60%
201310.37%2.91%6.07%10.26%
201213.18%-4.27%6.75%0.39%
20115.28%-0.92%-15.91%11.41%
20104.54%-10.91%10.80%12.07%

Rank In Category (By Total Return)

YTD18
1-Month31
3-Month24
1-Year16
3-Year20
5-Year11

Load Adjusted Returns

1-Year24.93%
3-Year8.23%
5-Year13.73%
10-Year12.29%