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Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund (FSGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.38-0.10 (-0.47%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.94%
5-year average return11.02%
Number of years up7
Number of years down2
Best 1-yr total return (3 Feb 2019)35.78%
Worst 1-yr total return (3 Feb 2019)-4.54%
Best 3-yr total return35.78%
Worst 3-yr total return6.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSGFXCategory
YTD33.48%12.38%
1-month2.38%5.09%
3-month6.10%10.28%
1-year39.52%41.70%
3-year20.36%22.56%
5-year15.99%21.98%
10-year0.00%15.99%
Last bull market26.00%25.99%
Last bear market-17.56%-17.29%

Annual total return (%) history

Year
FSGFXCategory
2020
N/A35.86%
2019
33.53%31.90%
2018
-4.54%-2.09%
2017
29.44%27.67%
2016
4.64%3.23%
2015
5.12%3.60%
2014
11.26%10.00%
2013
35.78%33.92%
2012
13.71%15.34%
2011
-0.42%-2.46%
2010
N/A15.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-13.91%30.18%13.00%N/A
201915.94%3.80%0.03%10.92%
20182.09%4.20%8.03%-16.92%
20178.60%5.40%5.78%6.90%
2016-1.81%0.37%6.12%0.06%
20153.84%0.64%-6.29%7.34%
20140.81%4.27%1.31%4.47%
20139.22%2.56%9.36%10.84%
201215.56%-6.28%6.07%-1.02%
20116.69%0.40%-15.45%9.95%
201013.24%11.12%N/AN/A

Rank in category (by total return)

YTD23
1-month55
3-month19
1-year22
3-year39
5-year35

Load adjusted returns

1-year32.89%
3-year17.56%
5-year16.05%
10-year15.04%