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NasdaqGM - Delayed Quote USD

Strategic Advisers U.S. Total Stock (FSAKX)

9.35
+0.16
+(1.74%)
At close: 8:01:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.66%
5y Average Return 16.64%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 9, 2025) 32.84%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 32.84%
Worst 3Y Total Return 7.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSAKX
Category
YTD
-4.94%
5.31%
1-Month
-5.85%
-4.19%
3-Month
-4.94%
3.90%
1-Year
7.07%
20.31%
3-Year
9.53%
6.48%
5-Year
19.09%
11.78%
10-Year
12.26%
10.96%
Last Bull Market
21.34%
25.56%
Last Bear Market
-15.87%
-15.11%

Annual Total Return (%) History

Year
FSAKX
Category
2025
--
--
2024
25.67%
--
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
2025 -4.94% -- -- --
2024 11.57% 4.12% 5.54% 2.50%
2023 7.12% 8.77% -2.73% 11.90%
2022 -4.69% -15.87% -4.62% 8.08%
2021 7.53% 8.59% 0.12% 9.48%
2020 -20.16% 20.84% 9.11% 13.35%
2019 13.85% 4.11% 1.21% 9.79%
2018 -0.55% 3.12% 7.46% -14.54%
2017 6.11% 3.44% 4.71% 6.63%
2016 -0.27% 1.91% 4.80% 4.05%

2015 1.41% 0.25% -7.60% 6.54%
2014 1.74% 4.81% 0.51% 4.60%
2013 10.37% 2.91% 6.07% 10.26%
2012 13.18% -4.27% 6.75% 0.39%
2011 5.28% -0.92% -15.91% 11.41%
2010 4.54% -10.91% 10.80% 12.07%

Rank in Category (By Total Return)

YTD 71
1-Month 64
3-Month 71
1-Year 41
3-Year 18
5-Year 12

Load Adjusted Returns

1-Year 7.07%
3-Year 9.53%
5-Year 19.09%
10-Year 12.26%

Performance & Risk

YTD Return -7.66%
5y Average Return 16.64%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 75.22B
YTD Return -4.94%
Yield 1.08%
Morningstar Rating
Inception Date Dec 30, 2009

Fund Summary

The fund allocates assets among affiliated equity funds and non-affiliated equity funds that participate in Fidelity's FundsNetwork®, and non-affiliated ETFs and sub-advisers. It allocates assets among sub-advisers and underlying funds using proprietary fundamental and quantitative research, considering factors including, but not limited to, performance in different market environments, manager experience and investment style, management company infrastructure, costs, asset size, and portfolio turnover.

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