Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FZDXX (Fidelity Money Market Fund) | 1.38% | 3.03% | NA | NA | NA | NA | NA | 3.69% |
Data as of 07/02/2025, AR inception is 02/02/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZDXX (Fidelity Money Market Fund) | 02/02/2023 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.03 | NA | NA | NA | NA | NA | 3.69 | 1.38 | 3.39 | 2.59 |
| Sharpe Ratio | NA | -0.19 | NA | NA | NA | NA | NA | -0.41 | -0.27 | -0.20 | -0.68 |
| Standard Deviation(%) | NA | 1.05 | NA | NA | NA | NA | NA | 1.15 | 0.97 | 1.16 | 1.25 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.15 | 3.50 | 2.10 | 1.05 | 0.70 | 0.53 | 5.25 | 1.72 | 5.00 | 3.78 |
Data as of 07/02/2025, AR inception is 02/02/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZDXX (Fidelity Money Market Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZDXX (Fidelity Money Market Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart