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Strategic Advisers Fidelity U.s. Total Stock Fund: (MF: FCTDX)
(NASDAQ Mutual Funds) As of Apr 28, 2025 08:00 PM ET
$16.36 USD
+0.02 (0.12%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.38 | 40 |
| 3 months | -4.38 | 40 |
| 6 months | -2.84 | 42 |
| 1 Year | 5.55 | 32 |
| 3 Year | 9.00 | 16 |
| 5 Year | 18.75 | 14 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.55 |
| 5 Year | 18.75 |
| 10 Year | NA |
| Since Inception | 12.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.38 | NA | NA | NA |
| 2024 | 11.56 | 3.17 | 5.31 | 1.60 |
| 2023 | 7.24 | 8.32 | -2.39 | 11.77 |
| 2022 | -5.42 | -15.96 | -4.71 | 8.36 |
| 2021 | 7.57 | 8.23 | -0.48 | 8.13 |
| 2020 | -20.63 | 23.04 | 8.57 | 15.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| % Total Return | -4.38 | 23.15 | 26.74 | -17.93 | 25.30 | 22.12 | 30.00 |
| % Total Return Rel to Index | -0.11 | -1.86 | 0.49 | 0.27 | -3.38 | 3.72 | -1.48 |
| % Total Return Rel to Peer | 0.64 | 3.76 | 3.74 | 1.76 | 3.24 | 2.21 | 1.57 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.20 | 0.15 | 0.14 | 0.12 | 0.17 | 0.06 |
| % Yield | 0.00 | 1.06 | 1.25 | 1.10 | 0.71 | 1.23 | 0.56 |
| Capital Gains ($) | 0.00 | 0.55 | 0.18 | 0.54 | 1.08 | 0.18 | 0.25 |
| Expense Ratio | 0.00 | 0.13 | 0.13 | 0.13 | 0.13 | 0.14 | 0.14 |
* 1 = Top 20%, 5 = Bottom 20%