Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INFXX (Institutional Fiduciary Trust Money Market Fund) | 2.01% | 4.43% | 7.92% | 98.66% | 71.67% | 37.26% | -4.34% | -3.12% |
Data as of 06/30/2025, AR inception is 08/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFXX (Institutional Fiduciary Trust Money Market Fund) | 08/27/1993 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.43 | 7.92 | 98.66 | 71.67 | 37.26 | -4.34 | -3.12 | 2.01 | 4.22 | -72.71 | 38,361.30 | 0.50 | -99.20 | -36.08 | 124.37 | 871.41 | 813.00 | 0.00 | -98.18 | -87.99 | -7.85 | 26.14 | 105.21 | 159.46 | -35.65 | -43.35 | -67.83 | 15.57 | 12.35 | -11.15 | 2.82 | -4.83 | 0.54 | 74.84 | 2.91 |
| Sharpe Ratio | NA | 1.17 | 0.02 | 0.43 | 0.32 | NA | NA | -0.04 | 0.84 | -1.85 | -0.28 | 97.03 | 2.16 | -0.49 | -3.08 | 12.77 | 18.91 | 0.06 | 0.00 | -0.55 | -2.36 | -0.26 | 0.60 | 3.22 | 6.38 | -0.70 | -0.99 | -0.97 | 0.36 | 0.72 | -2.72 | -0.11 | -2.01 | -0.55 | 12.70 | 1.95 |
| Standard Deviation(%) | NA | 1.38 | 264.23 | 223.60 | 189.09 | NA | NA | 116.06 | 1.34 | 1.28 | 275.15 | 395.32 | 0.22 | 203.83 | 12.16 | 9.69 | 46.51 | 760.66 | NA | 179.38 | 37.66 | 41.32 | 38.48 | 32.04 | 24.85 | 51.88 | 45.03 | 72.61 | 31.65 | 12.71 | 5.31 | 6.32 | 4.10 | 5.96 | 5.66 | 3.39 |
| Draw Down(%) | NA | 0.00 | 80.28 | 80.28 | 99.52 | NA | NA | 99.92 | 0.00 | 0.00 | 80.28 | 69.04 | 0.00 | 99.20 | 39.82 | 1.26 | 22.05 | 48.00 | 0.00 | 98.25 | 89.74 | 20.62 | 15.90 | 14.35 | 13.58 | 46.97 | 43.35 | 71.95 | 14.04 | 8.02 | 12.14 | 3.65 | 9.45 | 8.70 | 2.17 | 1.29 |
| Yield(%) | 0.00 | 4.01 | 4.65 | 68.16 | 304.04 | 105.40 | 0.28 | 0.17 | 1.66 | 4.83 | 1.21 | 131.00 | 0.00 | 0.21 | 0.94 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 08/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFXX (Institutional Fiduciary Trust Money Market Fund) |
-87.41%
Apr 2007 - Apr 2010 |
-70.95%
Jun 2006 - Jun 2011 |
-47.60%
Jul 2000 - Jul 2010 |
-34.90%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFXX (Institutional Fiduciary Trust Money Market Fund) |
494.83%
Apr 2016 - Apr 2019 |
167.41%
Nov 2014 - Nov 2019 |
60.80%
May 2015 - May 2025 |
7.82%
Mar 2008 - Mar 2023 |
Annualized Rolling Returns Comparison Chart