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FPCIX vs. AMCPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FPCIX and AMCPX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.1

Performance

FPCIX vs. AMCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategic Advisers Core Income Fund (FPCIX) and American Funds AMCAP Fund Class A (AMCPX). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-0.72%
4.53%
FPCIX
AMCPX

Key characteristics

Sharpe Ratio

FPCIX:

0.90

AMCPX:

0.69

Sortino Ratio

FPCIX:

1.34

AMCPX:

0.96

Omega Ratio

FPCIX:

1.16

AMCPX:

1.14

Calmar Ratio

FPCIX:

0.33

AMCPX:

0.62

Martin Ratio

FPCIX:

2.36

AMCPX:

2.88

Ulcer Index

FPCIX:

2.05%

AMCPX:

3.68%

Daily Std Dev

FPCIX:

5.34%

AMCPX:

15.52%

Max Drawdown

FPCIX:

-20.79%

AMCPX:

-52.11%

Current Drawdown

FPCIX:

-9.10%

AMCPX:

-5.69%

Returns By Period

In the year-to-date period, FPCIX achieves a 0.78% return, which is significantly lower than AMCPX's 4.85% return. Over the past 10 years, FPCIX has underperformed AMCPX with an annualized return of 1.45%, while AMCPX has yielded a comparatively higher 5.11% annualized return.


FPCIX

YTD

0.78%

1M

0.89%

6M

-1.15%

1Y

4.83%

5Y*

-0.68%

10Y*

1.45%

AMCPX

YTD

4.85%

1M

2.68%

6M

3.52%

1Y

12.20%

5Y*

5.39%

10Y*

5.11%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FPCIX vs. AMCPX - Expense Ratio Comparison

FPCIX has a 0.31% expense ratio, which is lower than AMCPX's 0.65% expense ratio.


AMCPX
American Funds AMCAP Fund Class A
Expense ratio chart for AMCPX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for FPCIX: current value at 0.31% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.31%

Risk-Adjusted Performance

FPCIX vs. AMCPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FPCIX
The Risk-Adjusted Performance Rank of FPCIX is 3737
Overall Rank
The Sharpe Ratio Rank of FPCIX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of FPCIX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of FPCIX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of FPCIX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of FPCIX is 3434
Martin Ratio Rank

AMCPX
The Risk-Adjusted Performance Rank of AMCPX is 3434
Overall Rank
The Sharpe Ratio Rank of AMCPX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of AMCPX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of AMCPX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of AMCPX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of AMCPX is 4141
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FPCIX vs. AMCPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Core Income Fund (FPCIX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for FPCIX, currently valued at 0.90, compared to the broader market-1.000.001.002.003.004.000.900.79
The chart of Sortino ratio for FPCIX, currently valued at 1.34, compared to the broader market0.002.004.006.008.0010.0012.001.341.09
The chart of Omega ratio for FPCIX, currently valued at 1.16, compared to the broader market1.002.003.004.001.161.16
The chart of Calmar ratio for FPCIX, currently valued at 0.33, compared to the broader market0.005.0010.0015.0020.000.330.72
The chart of Martin ratio for FPCIX, currently valued at 2.36, compared to the broader market0.0020.0040.0060.0080.002.363.31
FPCIX
AMCPX

The current FPCIX Sharpe Ratio is 0.90, which is higher than the AMCPX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of FPCIX and AMCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.90
0.79
FPCIX
AMCPX

Dividends

FPCIX vs. AMCPX - Dividend Comparison

FPCIX's dividend yield for the trailing twelve months is around 4.51%, more than AMCPX's 0.37% yield.


TTM20242023202220212020201920182017201620152014
FPCIX
Strategic Advisers Core Income Fund
4.51%4.53%3.88%3.48%2.34%2.69%3.29%2.86%2.57%2.93%3.11%3.08%
AMCPX
American Funds AMCAP Fund Class A
0.37%0.39%0.57%0.00%0.00%0.19%0.53%0.64%0.41%0.44%3.70%3.29%

Drawdowns

FPCIX vs. AMCPX - Drawdown Comparison

The maximum FPCIX drawdown since its inception was -20.79%, smaller than the maximum AMCPX drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for FPCIX and AMCPX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-9.10%
-5.69%
FPCIX
AMCPX

Volatility

FPCIX vs. AMCPX - Volatility Comparison

The current volatility for Strategic Advisers Core Income Fund (FPCIX) is 1.48%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 3.52%. This indicates that FPCIX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February
1.48%
3.52%
FPCIX
AMCPX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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