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Strategic Advisers Income Opportunities Fund (FPIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.57+0.02 (+0.21%)
At close: 08:05AM EST

Performance overview

Morningstar return rating★★★★
Year-to-date return4.99%
5-year average return3.90%
Number of years up10
Number of years down3
Best 1-yr total return (3 Feb 2019)53.83%
Worst 1-yr total return (3 Feb 2019)-27.56%
Best 3-yr total return53.83%
Worst 3-yr total return1.80%

Trailing returns (%) vs. Benchmarks

ReturnFPIOXCategory
YTD3.80%3.62%
1-month-1.01%1.08%
3-month-1.09%2.50%
1-year5.45%14.69%
3-year6.85%6.16%
5-year6.35%6.21%
10-year6.33%5.48%
Last bull market13.41%11.96%
Last bear market-9.03%-7.27%

Annual total return (%) history

Year
FPIOXCategory
2021
N/AN/A
2020
5.24%4.91%
2019
14.76%12.62%
2018
-3.58%-2.59%
2017
8.19%6.47%
2016
13.83%13.30%
2015
-4.08%-4.01%
2014
1.79%1.11%
2013
8.06%6.90%
2012
15.23%14.67%
2011
2.02%2.83%
2010
15.32%14.24%
2009
53.83%46.70%
2008
-27.56%-26.41%
2007
N/A1.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.05%2.86%N/AN/A
2020-13.53%9.72%4.63%6.00%
20197.61%2.47%1.29%2.75%
2018-0.94%0.84%2.15%-5.51%
20172.72%2.02%2.27%0.95%
20162.12%3.91%5.18%2.00%
20152.42%0.41%-4.72%-2.11%
20142.97%2.71%-2.21%-1.57%
20133.15%-1.41%2.29%3.89%
20125.99%0.95%4.36%3.20%
20114.11%0.32%-7.88%6.03%
20104.70%-1.11%6.77%4.31%
20094.14%20.39%15.32%6.40%
2008-3.93%2.72%-8.81%-19.51%
2007-1.08%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month50
3-month16
1-year35
3-year40
5-year22

Load adjusted returns

1-year11.23%
3-year6.19%
5-year6.16%
10-year6.85%