FSAKX
Strategic Advisers U.S. Total Stock Fund
Mutual fund
$12.38+0.09 (+0.73%)Close Oct 2, 2026
Jul 10, 2024 – Oct 2, 2026, Dividends reinvested
- Final balance
- $14,577
- CAGR
- +18.42%
- Max drawdown
- −19.94%
- Sharpe ratio
- 1.08
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
- 1M
- +0.32%
- 3M
- +2.58%
- 6M
- +17.89%
- YTD
- +14.51%
- 1Y
- +17.00%
- Since 2024
- +18.42%
Metrics
Since 2024| Volatility | 17.12% |
|---|---|
| Sortino ratio | 1.65 |
| Calmar ratio | 0.92 |
| Best year, 2025 | +16.49% |
| Worst year, 2025 | +16.49% |
| Positive years | 1 of 1 |
| Longest drawdown | 7 months |
Worst drawdowns
Since 2024| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −19.9% | Dec 2024 | Apr 2025 | Jul 2025 | 7 months |
| −9.5% | Jul 2024 | Aug 2024 | Aug 2024 | 1 month |
| −9.0% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −5.1% | Oct 2025 | Nov 2025 | Dec 2025 | 1 month |
| −4.1% | Jun 2026 | Jun 2026 | Jun 2026 | 2 weeks |
Annual returns
2024 from Jul 10 · 2026 through Oct 2