It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SPAXX: Fidelity® Government Money Market Fund (MUTUAL FUND)
Basic Info
| Asset Class: | Money Market |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/15/1999 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.49% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/30/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/15/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.6 | 3.8 | 2.3 | 1.3 | 0.8 | 0.5 | 1.3 | 4.1 | 4.8 | 1.3 | 0.0 | 0.3 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sharpe Ratio | NA | 0.98 | 0.47 | 0.32 | -0.2 | NA | -1.99 | 0.18 | -1.83 | 0.41 | -0.14 | -3.97 | 0.18 | -1.13 | 0.0 | -630.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -20.81 | -5.75 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 1.3 | 1.2 | 0.9 | 0.7 | NA | 0.4 | 1.0 | 1.4 | 1.3 | 0.5 | 0.0 | 0.2 | 0.4 | NA | 0.0 | NA | NA | NA | NA | NA | NA | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Treynor Ratio | NA | -0.68 | -0.41 | 0.02 | -0.01 | NA | -0.05 | 0.0 | -0.59 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | -2.61 | NA | NA | NA | NA | NA | NA | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 |
| Beta | NA | -0.02 | -0.01 | 0.17 | 0.24 | NA | 0.18 | -1.26 | 0.04 | 0.98 | 1.34 | 0.01 | 1.03 | -3.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.16 | -0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.04 | 0.03 | 0.0 | 0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.5 | 3.8 | 2.3 | 1.3 | 0.8 | N/A | 1.3 | 4.0 | 4.7 | 1.3 | 0.0 | 0.2 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 9.2 | 818.7 | 818.7 | 125200.0 | N/A | N/A | -67.0 | -14.3 | 256.5 | N/A | -100.0 | -74.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1999
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Money Market Asset Class Trend Rankings |
Top Rated Funds in Money Market
Best Mutual Funds
- FMJXX (Goldman Sachs Investor Money Market Fund Class I) (99%)
- TSCXX (T. Rowe Price Cash Reserves Fund) (99%)
- AGPXX (Invesco Short-Term Investments Trust Government & Agency Portfolio Institutional) (99%)
- DAPXX (Dreyfus Government Securities Cash Management Administrative Shares) (99%)
- DTRXX (Dreyfus Treasury Obligations Cash Management) (98%)
- FGXXX (First American Funds Inc. - Government Obligations Fund) (98%)
- FRAXX (Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund) (98%)
- FXFXX (First American Funds Inc. - Treasury Obligations Fund) (98%)
- GVMXX (State Street Master Funds - State Street U.S. Government Money Market Portfolio) (98%)
- JOAXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) (98%)
