Strategic Advisers Fidelity International Fund (FUSIX)

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The chart shows the growth of an initial investment of $10,000 in Strategic Advisers Fidelity International Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Strategic Advisers Fidelity International Fund (FUSIX) has returned -2.06% so far this year and 19.40% over the past 12 months. Over the last ten years, FUSIX has returned 8.81% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 9, 2007, FUSIX's average daily return is +0.03%, while the average monthly return is +0.50%. At this rate, your investment would double in approximately 11.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was May 2009 with a return of +13.9%, while the worst month was Oct 2008 at -22.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FUSIX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +13.5%, while the worst single day was Mar 12, 2020 at -10.1%.

Strategic Advisers Fidelity International Fund has an annualized alpha of -2.00%, beta of 0.86, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since March 12, 2007.

• This fund participated in 103.47% of S&P 500 Index downside but only 87.75% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.86 and R² of 0.74, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FUSIX has an expense ratio of 0.54%, placing it in the medium range.

FUSIX ranks 66 for risk / return — better than 66% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Strategic Advisers Fidelity International Fund (FUSIX) and compare them to a chosen benchmark (S&P 500 Index).

Strategic Advisers Fidelity International Fund provided a 3.08% dividend yield over the last twelve months, with an annual payout of $0.45 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Strategic Advisers Fidelity International Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Strategic Advisers Fidelity International Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Strategic Advisers Fidelity International Fund was 64.42%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.

The current Strategic Advisers Fidelity International Fund drawdown is 10.77%.

The chart below shows the rolling one-month volatility.