Strategic Advisers International Fund Fundamentals
| FUSIX Fund | USD 15.70 0.09 0.58% |
As of the 25th of January, Strategic Advisers has the Risk Adjusted Performance of 0.1227, semi deviation of 0.549, and Coefficient Of Variation of 592.77. Strategic Advisers technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices.
Strategic Advisers' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Strategic Advisers' valuation are provided below:Strategic Advisers International does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Strategic |
Strategic Advisers 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Strategic Advisers' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Strategic Advisers.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Strategic Advisers on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Strategic Advisers International or generate 0.0% return on investment in Strategic Advisers over 90 days. Strategic Advisers is related to or competes with Fidelity Balanced, American Funds, Goldman Sachs, Tiaa-cref Equity, American Funds, Vanguard Balanced, and Vanguard Windsor. The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets More
Strategic Advisers Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Strategic Advisers' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Strategic Advisers International upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7242 | |||
| Information Ratio | 0.0532 | |||
| Maximum Drawdown | 2.99 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.12 |
Strategic Advisers Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Strategic Advisers' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Strategic Advisers' standard deviation. In reality, there are many statistical measures that can use Strategic Advisers historical prices to predict the future Strategic Advisers' volatility.| Risk Adjusted Performance | 0.1227 | |||
| Jensen Alpha | 0.0547 | |||
| Total Risk Alpha | 0.0411 | |||
| Sortino Ratio | 0.0499 | |||
| Treynor Ratio | 0.1436 |
Strategic Advisers January 25, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1227 | |||
| Market Risk Adjusted Performance | 0.1536 | |||
| Mean Deviation | 0.5383 | |||
| Semi Deviation | 0.549 | |||
| Downside Deviation | 0.7242 | |||
| Coefficient Of Variation | 592.77 | |||
| Standard Deviation | 0.6785 | |||
| Variance | 0.4604 | |||
| Information Ratio | 0.0532 | |||
| Jensen Alpha | 0.0547 | |||
| Total Risk Alpha | 0.0411 | |||
| Sortino Ratio | 0.0499 | |||
| Treynor Ratio | 0.1436 | |||
| Maximum Drawdown | 2.99 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.12 | |||
| Downside Variance | 0.5245 | |||
| Semi Variance | 0.3015 | |||
| Expected Short fall | (0.61) | |||
| Skewness | (0.29) | |||
| Kurtosis | (0.13) |
Strategic Advisers Backtested Returns
At this stage we consider Strategic Mutual Fund to be very steady. Strategic Advisers owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Strategic Advisers International, which you can use to evaluate the volatility of the fund. Please validate Strategic Advisers' Coefficient Of Variation of 592.77, risk adjusted performance of 0.1227, and Semi Deviation of 0.549 to confirm if the risk estimate we provide is consistent with the expected return of 0.11%. The entity has a beta of 0.73, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Strategic Advisers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategic Advisers is expected to be smaller as well.
Auto-correlation | -0.16 |
Insignificant reverse predictability
Strategic Advisers International has insignificant reverse predictability. Overlapping area represents the amount of predictability between Strategic Advisers time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Strategic Advisers price movement. The serial correlation of -0.16 indicates that over 16.0% of current Strategic Advisers price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.16 | |
| Spearman Rank Test | 0.07 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Strategic Advisers International has a Price To Sales of 1.44 times. This is 60.0% higher than that of the Fidelity Investments family and significantly higher than that of the Foreign Large Blend category. The price to sales for all United States funds is notably lower than that of the firm.
Strategic Advisers Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Advisers's current stock value. Our valuation model uses many indicators to compare Strategic Advisers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Advisers competition to find correlations between indicators driving Strategic Advisers's intrinsic value. More Info.Strategic Advisers International is rated # 2 fund in price to earning among similar funds. It also is rated # 2 fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Advisers International is roughly 8.99 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Strategic Advisers' earnings, one of the primary drivers of an investment's value.Strategic Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Strategic Advisers' direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Strategic Advisers could also be used in its relative valuation, which is a method of valuing Strategic Advisers by comparing valuation metrics of similar companies.Strategic Advisers is currently under evaluation in price to sales among similar funds.
Strategic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Advisers's current stock value. Our valuation model uses many indicators to compare Strategic Advisers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Advisers competition to find correlations between indicators driving Strategic Advisers's intrinsic value. More Info.Strategic Advisers International is rated # 2 fund in price to earning among similar funds. It also is rated # 2 fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Advisers International is roughly 8.99 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Strategic Advisers' earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Strategic Advisers
The fund consists of 91.88% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Strategic Advisers' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Strategic Fundamentals
| Price To Earning | 17.62 X | ||||
| Price To Book | 1.96 X | ||||
| Price To Sales | 1.44 X | ||||
| Total Asset | 63.01 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 3.72 % | ||||
| One Year Return | 34.48 % | ||||
| Three Year Return | 16.80 % | ||||
| Five Year Return | 9.09 % | ||||
| Ten Year Return | 6.37 % | ||||
| Net Asset | 63.01 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 7.81 % | ||||
| Equity Positions Weight | 91.88 % | ||||
| Bond Positions Weight | 0.04 % |
About Strategic Advisers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Strategic Advisers International's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Strategic Advisers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Strategic Advisers International based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It invests primarily in common stocks. It invests directly in securities through one or more managers or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities. The fund allocates assets among underlying Fidelity international funds and sub-advisers.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Strategic Mutual Fund
Strategic Advisers financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Advisers security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |