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SPAXX vs. STRC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPAXX vs. STRC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Government Money Market Fund (SPAXX) and Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPAXX achieves a 1.64% return, which is significantly lower than STRC's 1.96% return.


SPAXX

1D
0.00%
1M
0.00%
6M
1.35%
YTD
1.64%
1Y
3.25%
3Y*
2.52%
5Y*
1.50%
10Y*
ALL TIME*
1.45%

STRC

1D
0.23%
1M
6.50%
6M
1.38%
YTD
1.96%
1Y
9.15%
3Y*
5Y*
10Y*
ALL TIME*
12.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$121.50M$112.82M$293.46M

SPAXX vs. STRC - Yearly Performance Comparison


Correlation

The correlation between SPAXX and STRC is 0.08, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.08

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.07

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Return for Risk

SPAXX vs. STRC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SPAXX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


STRC
STRC Risk / Return Rank: 5757
Overall Rank
STRC Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
STRC Sortino Ratio Rank: 5151
Sortino Ratio Rank
STRC Omega Ratio Rank: 6060
Omega Ratio Rank
STRC Calmar Ratio Rank: 5353
Calmar Ratio Rank
STRC Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SPAXX vs. STRC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Government Money Market Fund (SPAXX) and Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SPAXXSTRCDifference
Sharpe ratioReturn per unit of total volatility

+3.07

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

0.39

Martin ratioReturn relative to average drawdown

2.15

SPAXX vs. STRC - Sharpe Ratio Comparison

The current SPAXX Sharpe Ratio is 3.48, which is higher than the STRC Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of SPAXX and STRC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SPAXX vs. STRC - Drawdown Comparison

The maximum SPAXX drawdown since its inception was 0.00%, smaller than the maximum STRC drawdown of -23.49%. Use the drawdown chart below to compare losses from any high point for SPAXX and STRC.


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Drawdown Indicators


SPAXXSTRCDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-23.49%

+23.49%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-23.49%

+23.49%

Max Drawdown (3Y)

Largest decline over 3 years

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

0.00%

Current Drawdown

Current decline from peak

0.00%

-3.43%

+3.43%

Average Drawdown

Average peak-to-trough decline

0.00%

-1.93%

+1.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

4.26%

-4.26%

Volatility

SPAXX vs. STRC - Volatility Comparison

The current volatility for Fidelity Government Money Market Fund (SPAXX) is 0.00%, while Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) has a volatility of 7.73%. This indicates that SPAXX experiences smaller price fluctuations and is considered to be less risky than STRC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPAXXSTRCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

7.73%

-7.73%

Volatility (6M)

Calculated over the trailing 6-month period

0.65%

20.69%

-20.04%

Volatility (1Y)

Calculated over the trailing 1-year period

0.96%

22.47%

-21.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.70%

22.36%

-21.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.69%

22.36%

-21.67%

Dividends

SPAXX vs. STRC - Dividend Comparison

SPAXX's dividend yield for the trailing twelve months is around 3.20%, less than STRC's 13.38% yield.


PositionTTM202520242023
SPAXX
Fidelity Government Money Market Fund
3.20%3.88%1.53%0.41%
STRC
Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock
13.38%4.31%0.00%0.00%

Frequently Asked Questions


SPAXX and STRC have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STRC has higher volatility (7.73%) compared to SPAXX (0.00%). In terms of maximum drawdown, SPAXX dropped 0.00% vs STRC's -23.49%.

SPAXX currently has the higher Sharpe Ratio (3.48 vs 0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SPAXX and STRC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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