Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBEXX (American Funds U.S. Government Money Market Fund) | 1.08% | 3.46% | 3.41% | NA | NA | NA | NA | 2.55% |
Data as of 06/02/2025, AR inception is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEXX (American Funds U.S. Government Money Market Fund) | 06/01/2021 | 06/02/2025 |
| 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 | 3.46 | 3.41 | NA | NA | NA | NA | 2.55 | 1.08 | 4.19 | 4.07 | 0.90 | 0.00 |
| Sharpe Ratio | NA | 0.15 | 0.12 | NA | NA | NA | NA | 0.07 | -0.55 | -2.06 | -0.16 | -1.20 | 0.00 |
| Standard Deviation(%) | NA | 1.03 | 1.02 | NA | NA | NA | NA | 0.89 | 0.84 | 1.17 | 1.13 | 0.40 | 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 | 3.40 | 3.35 | 2.01 | 1.01 | 0.67 | 0.50 | 2.52 | 1.07 | 4.10 | 3.99 | 0.90 | 0.00 |
Data as of 06/02/2025, 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 |
|---|---|---|---|---|
| RBEXX (American Funds U.S. Government Money Market Fund) |
2.49%
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 |
|---|---|---|---|---|
| RBEXX (American Funds U.S. Government Money Market Fund) |
3.41%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart