Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABZXX (American Funds U.S. Government Money Market Fund) | 1.33% | 3.31% | 4.11% | NA | NA | NA | NA | 3.12% |
Data as of 08/04/2025, AR inception is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABZXX (American Funds U.S. Government Money Market Fund) | 06/01/2021 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.31 | 4.11 | NA | NA | NA | NA | 3.12 | 1.33 | 4.98 | 4.85 | 1.36 | 0.00 |
| Sharpe Ratio | NA | 0.13 | 0.60 | NA | NA | NA | NA | 0.46 | -0.86 | -1.12 | 0.46 | -0.04 | 0.00 |
| Standard Deviation(%) | NA | 1.12 | 1.23 | NA | NA | NA | NA | 1.05 | 0.87 | 1.44 | 1.33 | 0.55 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.26 | 4.02 | 2.45 | 1.23 | 0.82 | 0.61 | 3.06 | 1.33 | 4.84 | 4.72 | 1.36 | 0.00 |
Data as of 08/04/2025, AR inception is 06/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABZXX (American Funds U.S. Government Money Market Fund) |
3.05%
Jul 2021 - Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABZXX (American Funds U.S. Government Money Market Fund) |
4.18%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart