FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
Mutual fund
$22.02+0.16 (+0.73%)Close Oct 2, 2026
Mar 26, 2018 – Oct 2, 2026, Dividends reinvested
- Final balance
- $32,229
- CAGR
- +14.72%
- Max drawdown
- −34.51%
- Sharpe ratio
- 0.81
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.18%
- 3M
- +2.31%
- 6M
- +18.72%
- YTD
- +16.19%
- 1Y
- +19.29%
- 3Y
- +23.73%
- 5Y
- +13.47%
- Since 2018
- +14.72%
Metrics
Since 2018| Volatility | 19.17% |
|---|---|
| Sortino ratio | 1.15 |
| Calmar ratio | 0.43 |
| Best year, 2019 | +29.99% |
| Worst year, 2022 | −17.93% |
| Positive years | 6 of 7 |
| Longest drawdown | 2.1 years |
Worst drawdowns
Since 2018| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.5% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.9% | Nov 2021 | Sep 2022 | Dec 2023 | 2.1 years |
| −20.8% | Sep 2018 | Dec 2018 | Jul 2019 | 9 months |
| −18.8% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
| −9.0% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
Annual returns
2018 from Mar 26 · 2026 through Oct 2