Nasdaq
USD
Strategic Advisers Fidelity US TtlStk (FCTDX)
21.71
-0.36
(-1.63%)
As of 8:05:57 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.44% |
|---|---|
| 5y Average Return | 12.43% |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 29, 2026) | 30.00% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 30.00% |
| Worst 3Y Total Return | 7.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FCTDX
Category
- YTD
- 15.12%
- 5.31%
- 1-Month
- -0.86%
- -4.19%
- 3-Month
- 1.01%
- 3.90%
- 1-Year
- 18.68%
- 20.31%
- 3-Year
- 23.30%
- 6.48%
- 5-Year
- 13.53%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 27.14%
- 25.56%
- Last Bear Market
- -15.96%
- -15.11%
Annual Total Return (%) History
Year
FCTDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.10% | 17.62% | 1.01% | -- |
|
2025
|
-4.38% | 11.28% | 7.85% | 3.09% |
|
2024
|
11.56% | 3.17% | 5.32% | 1.58% |
|
2023
|
7.25% | 8.33% | -2.40% | 11.76% |
|
2022
|
-5.42% | -15.96% | -4.73% | 8.36% |
|
2021
|
7.58% | 8.24% | -0.45% | 8.13% |
|
2020
|
-20.63% | 23.04% | 8.58% | 15.23% |
|
2019
|
13.65% | 3.60% | 0.55% | 9.80% |
|
2018
|
2.78% | 6.29% | -15.21% | -- |
Rank in Category (By Total Return)
| YTD | 11 |
| 1-Month | 52 |
|---|---|
| 3-Month | 65 |
| 1-Year | 10 |
| 3-Year | 16 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 18.68% |
| 3-Year | 23.30% |
|---|---|
| 5-Year | 13.53% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 16.44% |
| 5y Average Return | 12.43% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Fidelity Investments |
| Net Assets | 265.75B |
| YTD Return | 15.12% |
| Yield | 0.84% |
| Morningstar Rating | |
| Inception Date | Mar 20, 2018 |
Fund Summary
The fund invests at least 80% of its assets in U.S. stocks and in shares of other U.S. stock funds. It invests in domestic and foreign issuers. The fund implements investment strategies by investing directly in securities through one or more managers (sub-advisers) or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities.
