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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.84%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
FSAKXCategory AverageFSAKXCategory AverageFSAKXCategory Average
Alpha 0.42 -0.01 0.46 -0.01 -0.29 -0.01
BETA 1 0.01 1 0.01 1.01 0.01
Mean Annual Return 0.88 0.01 1.58 0.01 1.07 0.01
R-squared 99.53 0.94 99.38 0.95 99.39 0.95
Standard Deviation 17.4 0.17 16.92 0.19 15.57 0.15
Sharpe Ratio 0.35 0 0.96 0.01 0.7 0.01
Treynor Ratio 4.9 0.03 16.33 0.1 10.2 0.1

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