Nasdaq - Delayed Quote
USD
Strategic Advisers Fidelity Core Inc (FIWGX)
8.93
+0.02
(+0.22%)
As of 8:06:04 AM EST. Market Open.
Fund Summary
Normally the fund invests primarily in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It invests up to 30% of assets in high yield debt securities (also referred to as junk bonds) and emerging market debt securities. The advisor engage in transactions that have a leveraging effect on the fund, including investments in derivatives - such as swaps (interest rate, total return, and credit default) and futures contracts - and forward-settling securities, to adjust the fund's risk exposure.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 10.00% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -0.41% |
| 5y Average Return | 0.28% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
FIWGX | Category Average | FIWGX | Category Average | FIWGX | Category Average |
|
Alpha
|
0.66 | 0 | 0.59 | 0.01 | -- | 0.01 |
|
BETA
|
1.02 | 0.01 | 1.01 | 0.01 | -- | 0.01 |
|
Mean Annual Return
|
0.4 | 0 | 0.01 | 0 | -- | 0 |
|
R-squared
|
99.49 | 0.62 | 99.09 | 0.65 | -- | 0.64 |
|
Standard Deviation
|
5.73 | 0.05 | 6.56 | 0.04 | -- | 0.04 |
|
Sharpe Ratio
|
0.05 | 0.01 | -0.59 | 0.01 | -- | 0.01 |
|
Treynor Ratio
|
0.11 | 0.05 | -4.05 | 0.03 | -- | 0.04 |
