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Strategic Advisers Fidelity US TtlStk (FCTDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.68-0.03 (-0.19%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.87%
5-Year Average Return13.44%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)30.00%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return30.00%
Worst 3-Yr Total Return7.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFCTDXCategory
YTD11.56%14.84%
1-Month3.40%1.65%
3-Month11.56%7.55%
1-Year31.82%40.47%
3-Year10.56%16.77%
5-Year15.24%16.15%
10-Year0.00%13.21%
Last Bull Market42.56%24.09%
Last Bear Market-15.96%-17.61%

Annual Total Return (%) History

Year
FCTDXCategory
2024
N/AN/A
2023
26.72%N/A
2022
-17.95%N/A
2021
25.34%N/A
2020
22.18%15.83%
2019
30.00%28.78%
2018
N/A-6.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.56%N/AN/AN/A
20237.25%8.33%-2.40%11.76%
2022-5.42%-15.96%-4.73%8.36%
20217.58%8.24%-0.45%8.13%
2020-20.63%23.04%8.58%15.23%
201913.65%3.60%0.55%9.80%
20182.78%6.29%-15.21%N/A

Rank In Category (By Total Return)

YTD22
1-Month41
3-Month22
1-Year17
3-Year43
5-Year16

Load Adjusted Returns

1-Year31.82%
3-Year10.56%
5-Year15.24%
10-YearN/A