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Strategic Advisers Growth Fund (FSGFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.59-0.20 (-0.88%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.94%
5-Year Average Return11.02%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Feb. 3, 2019)35.78%
Worst 1 Yr Total Return (Feb. 3, 2019)-4.54%
Best 3-Yr Total Return35.78%
Worst 3-Yr Total Return6.96%

Trailing Returns (%) Vs. Benchmarks

ReturnFSGFXCategory
YTD12.07%7.84%
1-Month4.88%3.79%
3-Month30.18%27.43%
1-Year24.34%17.34%
3-Year17.33%15.95%
5-Year14.25%12.84%
10-Year15.91%15.12%
Last Bull Market26.00%25.76%
Last Bear Market-17.56%-17.31%

Annual Total Return (%) History

Year
FSGFXCategory
2020
N/AN/A
2019
33.53%31.90%
2018
-4.54%-2.09%
2017
29.44%27.67%
2016
4.64%3.23%
2015
5.12%3.60%
2014
11.26%10.00%
2013
35.78%33.92%
2012
13.71%15.34%
2011
-0.42%-2.46%
2010
N/A15.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-13.91%30.18%N/AN/A
201915.94%3.80%0.03%10.92%
20182.09%4.20%8.03%-16.92%
20178.60%5.40%5.78%6.90%
2016-1.81%0.37%6.12%0.06%
20153.84%0.64%-6.29%7.34%
20140.81%4.27%1.31%4.47%
20139.22%2.56%9.36%10.84%
201215.56%-6.28%6.07%-1.02%
20116.69%0.40%-15.45%9.95%
201013.24%11.12%N/AN/A

Rank In Category (By Total Return)

YTD25
1-Month20
3-Month22
1-Year19
3-Year39
5-Year37

Load Adjusted Returns

1-Year24.34%
3-Year17.33%
5-Year14.25%
10-Year15.91%