FSAKX vs. TANDX
FSAKX (Strategic Advisers U.S. Total Stock Fund) and TANDX (Castle Tandem Fund) are both Large Cap Blend Equities funds. Over the past year, FSAKX returned 23.99% vs -15.61% for TANDX. At a 0.36 correlation, their price movements are largely independent. FSAKX charges 0.28%/yr vs 1.59%/yr for TANDX.
Performance
FSAKX vs. TANDX - Performance Comparison
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Returns By Period
In the year-to-date period, FSAKX achieves a 11.99% return, which is significantly higher than TANDX's -12.78% return.
FSAKX
- 1D
- 0.56%
- 1M
- 3.56%
- YTD
- 11.99%
- 6M
- 12.03%
- 1Y
- 23.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TANDX
- 1D
- 1.06%
- 1M
- -2.51%
- YTD
- -12.78%
- 6M
- -12.90%
- 1Y
- -15.61%
- 3Y*
- 1.41%
- 5Y*
- 1.65%
- 10Y*
- —
FSAKX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
FSAKX Strategic Advisers U.S. Total Stock Fund | 11.99% | 11.58% | 13.73% |
TANDX Castle Tandem Fund | -12.78% | 3.67% | 6.10% |
Correlation
The correlation between FSAKX and TANDX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2024 | 0.36 |
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Return for Risk
FSAKX vs. TANDX — Risk / Return Rank
FSAKX
TANDX
FSAKX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers U.S. Total Stock Fund (FSAKX) and Castle Tandem Fund (TANDX). 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.
| FSAKX | TANDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.80 | ||
| Sortino ratioReturn per unit of downside risk | +5.14 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 0.75 | +0.65 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | -0.92 | +4.30 |
| Martin ratioReturn relative to average drawdown | 13.75 | -2.18 | +15.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSAKX | TANDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | -1.64 | +3.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.01 | +1.17 |
Drawdowns
FSAKX vs. TANDX - Drawdown Comparison
The maximum FSAKX drawdown since its inception was -19.58%, smaller than the maximum TANDX drawdown of -93.96%. Use the drawdown chart below to compare losses from any high point for FSAKX and TANDX.
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Drawdown Indicators
| FSAKX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.58% | -93.96% | +74.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.97% | -16.62% | +7.65% |
Max Drawdown (3Y)Largest decline over 3 years | — | -93.96% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -93.96% | — |
Current DrawdownCurrent decline from peak | -0.08% | -93.90% | +93.82% |
Average DrawdownAverage peak-to-trough decline | -2.69% | -20.33% | +17.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 7.00% | -3.86% |
Volatility
FSAKX vs. TANDX - Volatility Comparison
Strategic Advisers U.S. Total Stock Fund (FSAKX) has a higher volatility of 3.15% compared to Castle Tandem Fund (TANDX) at 2.83%. This indicates that FSAKX's price experiences larger fluctuations and is considered to be riskier than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSAKX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 2.83% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 7.28% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.04% | 9.34% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.97% | 595.57% | -575.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.97% | 496.27% | -476.30% |
FSAKX vs. TANDX - Expense Ratio Comparison
FSAKX has a 0.28% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Dividends
FSAKX vs. TANDX - Dividend Comparison
FSAKX's dividend yield for the trailing twelve months is around 2.70%, less than TANDX's 7.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FSAKX Strategic Advisers U.S. Total Stock Fund | 2.70% | 3.02% | 11.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TANDX Castle Tandem Fund | 7.08% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% |
Frequently Asked Questions
FSAKX and TANDX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSAKX has higher volatility (3.15%) compared to TANDX (2.83%). In terms of maximum drawdown, FSAKX dropped -19.58% vs TANDX's -93.96%.
FSAKX currently has the higher Sharpe Ratio (2.16 vs -1.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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