PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 3 Money Market mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Money Market
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
SNSXX
Schwab U.S. Treasury Money FundMoney MarketJan 17, 2018
1.04%
0.95%
4.16%
Fidelity Government Money Market FundMoney MarketFeb 5, 1990
0.86%
0.78%
4.93%
Vanguard Federal Money Market FundMoney MarketSep 1, 20100.00%
1.77%
1.30%
5.23%

1–3 of 3

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...