Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAQXX (State Street Institutional Investment Trust -Treasury Obligations Money Market Fund) | 0.25% | 1.94% | 3.12% | 1.91% | NA | NA | NA | 1.42% |
Data as of 06/30/2025, AR inception is 10/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAQXX (State Street Institutional Investment Trust -Treasury Obligations Money Market Fund) | 10/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.94 | 3.12 | 1.91 | NA | NA | NA | 1.42 | 0.25 | 2.67 | 3.78 | 1.13 | 0.02 | 0.44 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.88 | -0.16 | -0.15 | NA | NA | NA | -0.66 | -7.06 | -3.69 | -0.39 | -0.50 | -0.41 | 1.01 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.97 | 1.10 | 0.86 | NA | NA | NA | 0.70 | 0.36 | 1.06 | 1.23 | 0.50 | 0.01 | 0.20 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.75 | 3.97 | 2.41 | 1.24 | 0.83 | 0.62 | 1.77 | 0.25 | 5.13 | 4.99 | 1.63 | 0.00 | 0.40 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 10/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAQXX (State Street Institutional Investment Trust -Treasury Obligations Money Market Fund) |
0.14%
Nov 2017 - Nov 2020 |
0.32%
Nov 2017 - Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAQXX (State Street Institutional Investment Trust -Treasury Obligations Money Market Fund) |
3.18%
Jan 2022 - Jan 2025 |
1.96%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart