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Strategic Advisers International (FILFX)

NasdaqGM - NasdaqGM Delayed price. Currency in USD
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12.82+0.07 (+0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.35%
5-year average return9.09%
Number of years up12
Number of years down5
Best 1-yr total return (2 Oct 2024)31.66%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return31.66%
Worst 3-yr total return-1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFILFXCategory
YTD13.27%9.07%
1-month0.78%-1.09%
3-month7.10%5.12%
1-year24.51%33.76%
3-year4.36%8.50%
5-year8.99%10.08%
10-year6.31%5.80%
Last bull market20.60%14.90%
Last bear market-13.63%-23.70%

Annual total return (%) history

Year
FILFXCategory
2024
N/AN/A
2023
18.22%N/A
2022
-17.47%N/A
2021
10.84%N/A
2020
14.88%9.30%
2019
24.06%21.59%
2018
-15.14%-14.59%
2017
26.22%25.12%
2016
0.36%0.79%
2015
0.78%-1.59%
2014
-5.08%-4.98%
2013
22.20%19.44%
2012
20.01%18.29%
2011
-12.43%-13.97%
2010
11.78%10.24%
2009
31.66%31.24%
2008
-41.94%-43.99%
2007
12.10%12.71%
2006
N/A24.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.02%-0.24%7.10%N/A
20238.55%3.71%-4.47%9.93%
2022-8.83%-13.63%-10.10%16.60%
20213.64%4.78%-0.76%2.85%
2020-22.31%18.79%6.88%16.48%
201910.60%3.25%-0.58%9.28%
2018-1.13%-1.62%1.10%-13.70%
20177.46%6.65%5.40%4.50%
2016-2.62%-1.37%6.43%-1.84%
20155.72%1.33%-9.68%4.15%
2014-0.37%3.35%-5.48%-2.47%
20134.93%0.21%9.90%5.74%
201212.89%-6.64%6.88%6.53%
20113.11%1.46%-19.62%4.14%
20102.08%-12.47%15.75%8.08%
2009-12.78%24.28%18.39%2.58%
2008-8.64%-1.94%-18.92%-20.07%
20073.64%6.84%2.84%-1.55%
2006-0.49%4.25%10.63%N/A

Rank in category (by total return)

YTD44
1-month60
3-month60
1-year52
3-year55
5-year19

Load adjusted returns

1-year24.51%
3-year4.36%
5-year8.99%
10-year6.31%