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Strategic Advisers Income Opportunities Fund (FPIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.48-0.02 (-0.24%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.63%
5-Year Average Return3.42%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Apr 24, 2024)53.83%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return53.83%
Worst 3-Yr Total Return-0.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFPIOXCategory
YTD1.94%3.62%
1-Month1.41%1.08%
3-Month1.94%2.50%
1-Year10.61%14.69%
3-Year2.37%6.16%
5-Year4.00%6.21%
10-Year3.96%5.48%
Last Bull Market10.98%11.96%
Last Bear Market-9.69%-7.27%

Annual Total Return (%) History

Year
FPIOXCategory
2024
N/AN/A
2023
12.42%N/A
2022
-10.53%N/A
2021
5.72%N/A
2020
5.24%4.91%
2019
14.76%12.62%
2018
-3.58%-2.59%
2017
8.19%6.47%
2016
13.83%13.30%
2015
-4.08%-4.01%
2014
1.79%1.11%
2013
8.06%6.90%
2012
15.23%14.67%
2011
2.02%2.83%
2010
15.32%14.24%
2009
53.83%46.70%
2008
-27.56%-26.41%
2007
N/A1.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.94%N/AN/AN/A
20233.61%1.55%0.31%6.51%
2022-3.89%-9.69%-0.65%3.76%
20211.05%2.86%0.96%0.74%
2020-13.53%9.72%4.63%6.00%
20197.61%2.47%1.29%2.75%
2018-0.94%0.84%2.15%-5.51%
20172.72%2.02%2.27%0.95%
20162.12%3.91%5.18%2.00%
20152.42%0.41%-4.72%-2.11%
20142.97%2.71%-2.21%-1.57%
20133.15%-1.41%2.29%3.89%
20125.99%0.95%4.36%3.20%
20114.11%0.32%-7.88%6.03%
20104.70%-1.11%6.77%4.31%
20094.14%20.39%15.32%6.40%
2008-3.93%2.72%-8.81%-19.51%
2007-1.08%N/AN/AN/A

Rank In Category (By Total Return)

YTD27
1-Month17
3-Month27
1-Year43
3-Year37
5-Year35

Load Adjusted Returns

1-Year10.61%
3-Year2.37%
5-Year4.00%
10-Year3.96%