TANDX vs. FSAKX
TANDX (Castle Tandem Fund) and FSAKX (Strategic Advisers U.S. Total Stock Fund) are both Large Cap Blend Equities funds. Over the past year, TANDX returned -15.45% vs 18.45% for FSAKX. At a 0.35 correlation, their price movements are largely independent. TANDX charges 1.59%/yr vs 0.28%/yr for FSAKX.
Performance
TANDX vs. FSAKX - Performance Comparison
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Returns By Period
In the year-to-date period, TANDX achieves a -13.30% return, which is significantly lower than FSAKX's 9.66% return.
TANDX
- 1D
- 0.79%
- 1M
- -2.00%
- YTD
- -13.30%
- 6M
- -14.10%
- 1Y
- -15.45%
- 3Y*
- 0.83%
- 5Y*
- 1.42%
- 10Y*
- —
FSAKX
- 1D
- -1.37%
- 1M
- 0.16%
- YTD
- 9.66%
- 6M
- 8.11%
- 1Y
- 18.45%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TANDX vs. FSAKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
TANDX Castle Tandem Fund | -13.30% | 3.67% | 6.73% |
FSAKX Strategic Advisers U.S. Total Stock Fund | 9.66% | 11.58% | 13.73% |
Correlation
The correlation between TANDX and FSAKX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2024 | 0.35 |
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Return for Risk
TANDX vs. FSAKX — Risk / Return Rank
TANDX
FSAKX
TANDX vs. FSAKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Tandem Fund (TANDX) and Strategic Advisers U.S. Total Stock Fund (FSAKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TANDX | FSAKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.25 | ||
| Sortino ratioReturn per unit of downside risk | -4.41 | ||
| Omega ratioGain probability vs. loss probability | 0.76 | 1.31 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 2.80 | -3.68 |
| Martin ratioReturn relative to average drawdown | -1.90 | 11.21 | -13.11 |
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Drawdowns
TANDX vs. FSAKX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -93.98%, which is greater than FSAKX's maximum drawdown of -19.58%. Use the drawdown chart below to compare losses from any high point for TANDX and FSAKX.
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Drawdown Indicators
| TANDX | FSAKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.98% | -19.58% | -74.40% |
Max Drawdown (1Y)Largest decline over 1 year | -16.90% | -8.97% | -7.93% |
Max Drawdown (3Y)Largest decline over 3 years | -93.98% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -93.98% | — | — |
Current DrawdownCurrent decline from peak | -93.94% | -2.15% | -91.79% |
Average DrawdownAverage peak-to-trough decline | -20.81% | -2.66% | -18.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.79% | 2.15% | +5.64% |
Volatility
TANDX vs. FSAKX - Volatility Comparison
The current volatility for Castle Tandem Fund (TANDX) is 3.35%, while Strategic Advisers U.S. Total Stock Fund (FSAKX) has a volatility of 5.11%. This indicates that TANDX experiences smaller price fluctuations and is considered to be less risky than FSAKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TANDX | FSAKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 5.11% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 11.18% | -3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.64% | 14.80% | -5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 596.04% | 20.00% | +576.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 494.64% | 20.00% | +474.64% |
TANDX vs. FSAKX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than FSAKX's 0.28% expense ratio.
Dividends
TANDX vs. FSAKX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 7.12%, more than FSAKX's 2.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FSAKX Strategic Advisers U.S. Total Stock Fund | 2.76% | 3.02% | 11.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TANDX Castle Tandem Fund | 7.12% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% |
Frequently Asked Questions
TANDX and FSAKX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSAKX has higher volatility (5.11%) compared to TANDX (3.35%). In terms of maximum drawdown, TANDX dropped -93.98% vs FSAKX's -19.58%.
FSAKX currently has the higher Sharpe Ratio (1.70 vs -1.55), 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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