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Nasdaq - Delayed Quote USD

Strategic Advisers Fidelity US TtlStk (FCTDX)

15.94
-0.83
(-4.95%)
At close: 8:03:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.04%
5y Average Return 19.98%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 1, 2025) 30.00%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 30.00%
Worst 3Y Total Return 7.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FCTDX
Category
YTD
1.27%
5.31%
1-Month
-1.79%
-4.19%
3-Month
-2.37%
3.90%
1-Year
15.59%
20.31%
3-Year
12.00%
6.48%
5-Year
16.69%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
19.53%
25.56%
Last Bear Market
-15.96%
-15.11%

Annual Total Return (%) History

Year
FCTDX
Category
2024
23.14%
--
2023
26.72%
22.32%
2022
-17.95%
-16.96%
2021
25.34%
26.07%
2020
22.18%
15.83%
2019
30.00%
28.78%
2018
--
-6.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.56% 3.17% 5.32% 1.58%
2023 7.25% 8.33% -2.40% 11.76%
2022 -5.42% -15.96% -4.73% 8.36%
2021 7.58% 8.24% -0.45% 8.13%
2020 -20.63% 23.04% 8.58% 15.23%
2019 13.65% 3.60% 0.55% 9.80%
2018 2.78% 6.29% -15.21% --

Rank in Category (By Total Return)

YTD 62
1-Month 59
3-Month 72
1-Year 58
3-Year 35
5-Year 25

Load Adjusted Returns

1-Year 15.59%
3-Year 12.00%
5-Year 16.69%
10-Year --

Performance & Risk

YTD Return -4.04%
5y Average Return 19.98%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 149.18B
YTD Return 1.27%
Yield 1.12%
Morningstar Rating
Inception Date Mar 20, 2018

Fund Summary

The fund invests at least 80% of its assets in U.S. common stocks and in shares of other U.S. common stock funds. It invests in domestic and foreign issuers. The fund implements investment strategies by investing directly in securities through one or more managers (sub-advisers) or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities.

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