Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAIXX (Money Market Obligations Trust - Federated Hermes California Municipal Cash Trust) | 0.87% | 1.65% | -1.51% | 105.37% | 61.67% | 19.31% | -2.15% | -3.23% |
Data as of 08/05/2025, AR inception is 09/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIXX (Money Market Obligations Trust - Federated Hermes California Municipal Cash Trust) | 09/16/1996 | 08/05/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.65 | -1.51 | 105.37 | 61.67 | 19.31 | -2.15 | -3.23 | 0.87 | 1.86 | -67.30 | 31,220.16 | 2.13 | -99.06 | -23.63 | 28.17 | 111.71 | 5,323.72 | 7.18 | 1.42 | -48.88 | 0.30 | -85.69 | 16.67 | -89.15 | -64.30 | -12.38 | 14.15 | 86.23 | 75.79 | -25.78 | -10.49 | -63.24 | -4.66 | 22.16 | -9.73 | 1.37 | 14.06 |
| Sharpe Ratio | NA | -2.47 | 0.13 | 0.41 | 0.34 | NA | NA | -0.04 | -2.73 | -6.86 | -0.59 | 237.99 | 0.00 | -0.44 | -0.63 | 0.78 | 3.80 | 41.70 | 1.02 | 0.98 | -0.70 | 0.00 | -0.66 | 0.12 | -1.15 | -0.86 | -1.25 | 0.54 | 2.41 | 2.86 | -0.73 | -0.34 | -1.09 | -0.21 | 0.72 | -0.59 | -0.15 | 2.35 |
| Standard Deviation(%) | NA | 0.61 | 74.94 | 223.42 | 176.89 | NA | NA | 115.82 | 0.57 | 0.69 | 121.81 | 131.18 | 457.04 | 223.19 | 39.45 | 34.46 | 29.40 | 127.66 | 6.99 | 1.43 | 70.06 | 95.29 | 130.35 | 142.68 | 77.32 | 75.86 | 12.32 | 20.11 | 34.81 | 26.13 | 36.31 | 34.27 | 60.79 | 41.02 | 26.15 | 22.29 | 14.28 | 22.58 |
| Draw Down(%) | NA | 0.00 | 72.64 | 96.00 | 99.69 | NA | NA | 99.79 | 0.00 | 0.00 | 72.64 | 22.67 | 96.00 | 99.69 | 55.81 | 42.36 | 24.64 | 44.78 | 0.00 | 0.00 | 50.00 | 66.67 | 94.12 | 75.00 | 92.79 | 81.80 | 20.26 | 16.35 | 33.08 | 26.32 | 57.69 | 41.51 | 70.74 | 39.07 | 31.58 | 29.46 | 17.92 | 14.97 |
| Yield(%) | 0.00 | 2.14 | 2.38 | 53.80 | 120.50 | 8.96 | 0.31 | 0.14 | 0.86 | 3.14 | 0.99 | 97.00 | 1.00 | 0.31 | 1.54 | 0.72 | 0.36 | 24.00 | 7.00 | 1.00 | 1.00 | 0.50 | 0.00 | 0.00 | 0.04 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/05/2025, AR inception is 09/16/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIXX (Money Market Obligations Trust - Federated Hermes California Municipal Cash Trust) |
-83.90%
Sep 2008 - Sep 2011 |
-70.87%
Sep 2008 - Sep 2013 |
-43.02%
Dec 2005 - Dec 2015 |
-32.81%
Dec 1999 - Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIXX (Money Market Obligations Trust - Federated Hermes California Municipal Cash Trust) |
436.89%
Apr 2015 - Apr 2018 |
217.22%
Mar 2015 - Mar 2020 |
71.46%
Mar 2013 - Mar 2023 |
22.54%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart