Fidelity Newbury Street Trust – Treasury Fund FDUXX

Overview


  • 7-Day Yield 3.67%
  • 1-Year Return —
  • Total Assets 3.835 B
  • Money Market Type Government
  • Class Institutional
  • Expense Ratio 0.7%
  • Min. Initial Investment 1
  • Inception Date Feb 02, 2023


Return


Compare

Fidelity Newbury Street Trust – Treasury Fund (FDUXX) Historical Returns And Risk Info

From 02/02/2023 to 02/02/2023, the compound annualized total return (dividend reinvested) of Fidelity Newbury Street Trust – Treasury Fund (FDUXX) is 1,000,000,000,000% . Its cumulative total return (dividend reinvested) is 0% .

From 02/02/2023 to 02/02/2023, the Maximum Drawdown of Fidelity Newbury Street Trust – Treasury Fund (FDUXX) is 0.0%.

From 02/02/2023 to 02/02/2023, the Sharpe Ratio of Fidelity Newbury Street Trust – Treasury Fund (FDUXX) is NA.

From 02/02/2023 to 02/02/2023, the Annualized Standard Deviation of Fidelity Newbury Street Trust – Treasury Fund (FDUXX) is 0.0%.

From 02/02/2023 to 02/02/2023, the Beta of Fidelity Newbury Street Trust – Treasury Fund (FDUXX) is NA.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FDUXX (Fidelity Newbury Street Trust – Treasury Fund) NA NA NA NA NA NA NA NA NA
CASH NA 1.72% 0.63% 0.95% 0.58% 0.46% 0.87% NA 3.05%
Data as of 02/02/2023, Common starting date is 02/02/2023

Return Calculator for Fidelity Newbury Street Trust – Treasury Fund (FDUXX)

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Fidelity Newbury Street Trust – Treasury Fund (FDUXX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Fidelity Newbury Street Trust - Treasury Fund (FDUXX)

Starting Amount:
Investment Length (years):
Start Date (optional):
End Date (optional):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for Fidelity Newbury Street Trust - Treasury Fund (FDUXX)

Starting Amount:
Period (Years):
Start Date (optional):
End Date (optional):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Related Articles for Fidelity Newbury Street Trust - Treasury Fund(FDUXX) 

    Want to see how FDUXX stacks up?

    Retirement and Long-Term Wealth View of Fidelity Newbury Street Trust - Treasury Fund (FDUXX)

    Evaluate Fidelity Newbury Street Trust - Treasury Fund (FDUXX) as a possible retirement holding by looking beyond its latest price. Historical total returns show accumulation potential, while rolling returns, maximum drawdown, volatility, and Sharpe ratio show how uneven the long-term path has been.

    For retirement income, review FDUXX dividend history, dividend growth, and yield alongside total return. Dividends can contribute to cash flow and compounding, but payouts are not guaranteed and a high yield alone does not establish long-term suitability.

    Use the calculators on this page to model recurring retirement contributions and historical retirement spending. For a broader decision, open the stock, fund, or portfolio return comparison calculator or review a VFINX return and risk comparison example. The plan links on this page can also show where the investment appears in workplace retirement plans.

    Connect this fund to a portfolio and retirement plan

    Retirement, Income, and Risk FAQ

    Is FDUXX suitable for retirement and long-term wealth building?

    Fidelity Newbury Street Trust - Treasury Fund (FDUXX) may or may not fit a retirement portfolio depending on its role, costs, diversification, historical drawdowns, and your time horizon. Review total and rolling returns together with risk metrics instead of relying on a recent return alone.

    Can FDUXX provide retirement income through dividends?

    Fidelity Newbury Street Trust - Treasury Fund (FDUXX) may distribute dividends when its holdings generate income, but payouts and yield can change. Compare dividend history, dividend growth, yield, and total return before treating it as a retirement-income holding.

    Which risk metrics matter for a long-term investment in FDUXX?

    Maximum drawdown shows the depth of a historical decline, standard deviation measures return variability, and the Sharpe ratio relates return to volatility. Rolling returns add context by showing how outcomes varied across different holding periods.

    How can I model retirement contributions or withdrawals with FDUXX?

    Use the FDUXX dollar-cost-averaging calculator to model recurring contributions and the retirement spending calculator to test historical withdrawals. Then compare the results with other funds, stocks, or portfolios before making a long-term allocation decision.