Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TERXX (T. Rowe Price Tax-Exempt Money Fund Inc.) | 0.88% | 1.90% | 2.49% | 1.52% | NA | NA | NA | 1.41% |
Data as of 07/31/2025, AR inception is 11/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TERXX (T. Rowe Price Tax-Exempt Money Fund Inc.) | 11/30/2017 | 07/31/2025 |
| 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 | 1.90 | 2.49 | 1.52 | NA | NA | NA | 1.41 | 0.88 | 1.88 | 3.11 | 0.99 | 0.02 | 0.31 | 1.07 | 0.84 | 0.03 |
| Sharpe Ratio | NA | -1.44 | -1.12 | -0.94 | NA | NA | NA | -0.94 | -2.51 | -6.78 | -1.31 | -1.02 | -0.40 | 0.45 | -1.07 | -1.67 | -4.92 |
| Standard Deviation(%) | NA | 0.70 | 0.77 | 0.60 | NA | NA | NA | 0.51 | 0.59 | 0.70 | 0.88 | 0.39 | 0.01 | 0.18 | 0.32 | 0.28 | 0.11 |
| 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 | 2.42 | 2.64 | 1.62 | 1.04 | 0.69 | 0.52 | 1.48 | 0.88 | 3.15 | 3.08 | 0.98 | 0.01 | 0.30 | 1.07 | 0.85 | 0.03 |
Data as of 07/31/2025, AR inception is 11/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERXX (T. Rowe Price Tax-Exempt Money Fund Inc.) |
0.30%
May 2019 - May 2022 |
0.64%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERXX (T. Rowe Price Tax-Exempt Money Fund Inc.) |
2.54%
Apr 2022 - Apr 2025 |
1.53%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart