- Overview
- Returns
- Calculators
Overview
- 7-Day Yield 4.261%
- 1-Year Return —
- Total Assets 8.544 B
- Money Market Type Government
- Class Institutional
- Expense Ratio 0.1%
- Min. Initial Investment 1000000000
- Inception Date Oct 11, 2017
Return
State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) Historical Returns And Risk Info
From 10/11/2017 to 08/05/2026, the compound annualized total return (dividend reinvested) of State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) is 1.132% . Its cumulative total return (dividend reinvested) is 10.356% .
From 10/11/2017 to 08/05/2026, the Maximum Drawdown of State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) is 0.0%.
From 10/11/2017 to 08/05/2026, the Sharpe Ratio of State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) is -1.12.
From 10/11/2017 to 08/05/2026, the Annualized Standard Deviation of State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) is 0.7%.
From 10/11/2017 to 08/05/2026, the Beta of State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) is 0.83.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAQXX (State Street Institutional Investment Trust -Treasury Obligations Money Market Fund) | 0.00% | 0.00% | 1.99% | 1.90% | NA | NA | NA | 1.12% | 1.13% |
| CASH | 1.49% | 2.59% | 3.18% | 2.61% | 1.69% | 1.14% | 1.14% | 1.85% | 3.06% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | 1969 | 1968 | 1967 | 1966 | 1965 | 1964 | 1963 | 1962 | 1961 | 1960 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | TAQXX (State …ket Fund) | 0.00 | 0.00 | 1.99 | 1.90 | NA | NA | NA | 1.12 | 1.13 | 0.00 | 0.25 | 2.67 | 3.78 | 1.13 | 0.02 | 0.44 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | 0.05 | 2.59 | 3.18 | 2.61 | 1.69 | 1.14 | 1.14 | 1.85 | 3.06 | 1.49 | 2.88 | 3.62 | 3.66 | 1.43 | 0.02 | 0.25 | 1.47 | 1.38 | 0.66 | 0.22 | 0.03 | 0.02 | 0.03 | 0.06 | 0.03 | 0.09 | 0.10 | 0.97 | 3.15 | 3.42 | 2.26 | 0.98 | 0.72 | 1.15 | 2.46 | 4.22 | 3.37 | 3.47 | 3.68 | 3.65 | 3.98 | 3.07 | 2.17 | 2.49 | 3.92 | 5.50 | 5.95 | 4.89 | 4.22 | 4.36 | 5.49 | 7.05 | 6.31 | 7.84 | 10.54 | 8.54 | 7.43 | 5.22 | 3.81 | 3.64 | 4.22 | 5.76 | 5.16 | 2.94 | 3.15 | 4.67 | 4.89 | 3.91 | 3.11 | 3.52 | 2.87 | 2.58 | 2.28 | 2.00 | 1.69 | 2.07 | |
| Sharpe Ratio | TAQXX (State …ket Fund) | NA | 0.00 | -1.33 | -0.84 | NA | NA | NA | NA | NA | 0.00 | -10.47 | -3.69 | -0.39 | -0.50 | -0.41 | 1.01 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | NA | -1.45 | -0.30 | -0.11 | -0.04 | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Standard Deviation(%) | TAQXX (State …ket Fund) | NA | 0.25 | 0.91 | 0.86 | NA | NA | NA | NA | NA | 0.00 | 0.25 | 1.06 | 1.23 | 0.50 | 0.01 | 0.20 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | NA | 0.01 | 0.03 | 0.07 | 0.08 | NA | NA | NA | NA | 0.00 | 0.01 | 0.02 | 0.01 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 | 0.01 | 0.01 | 0.02 | 0.00 | 0.00 | 0.01 | 0.03 | 0.00 | 0.02 | 0.03 | 0.02 | 0.02 | 0.04 | 0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.10 | 0.07 | 0.12 | 0.05 | 0.04 | 0.03 | 0.01 | 0.02 | 0.03 | 0.05 | 0.03 | 0.03 | 0.03 | 0.03 | 0.01 | 0.02 | 0.01 | 0.01 | 0.00 | 0.01 | 0.00 | 0.01 | 0.03 | |
| Draw Down(%) | TAQXX (State …ket Fund) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Yield(%) | TAQXX (State …ket Fund) | 0.00 | 0.00 | 2.54 | 2.40 | 1.24 | 0.83 | 0.62 | 1.55 | NA | 0.00 | 0.25 | 5.13 | 4.99 | 1.63 | 0.00 | 0.40 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | 0.05 | 2.52 | 2.57 | 2.11 | 1.42 | 0.94 | 0.92 | 3.00 | NA | 1.49 | 2.56 | 2.62 | 2.60 | 1.28 | 0.00 | 0.00 | 1.91 | 1.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 2.61 | 2.60 | 2.60 | 0.50 | 0.00 | 0.00 | 2.35 | 4.93 | 2.61 | 2.61 | 2.61 | 2.62 | 3.79 | 2.81 | 2.61 | 2.62 | 4.00 | 5.22 | 5.20 | 5.22 | 4.89 | 4.45 | 5.22 | 7.05 | 5.50 | 7.24 | 10.06 | 8.10 | 7.62 | 5.27 | 3.60 | 2.68 | 4.45 | 5.34 | 5.01 | 2.60 | 2.65 | 4.87 | 5.22 | 3.36 | 2.60 | 2.65 | 2.61 | 2.62 | 2.61 | 2.61 | 2.60 | 2.60 |
Return Calculator for State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX)
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) Historical Return Chart
Calculators
Dollar Cost Average Calculator for State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX)
Retirement Spending Calculator for State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX)
Related Articles for State Street Institutional Investment Trust -Treasury Obligations Money Market Fund(TAQXX)
Retirement and Long-Term Wealth View of State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX)
Evaluate State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) as a possible retirement holding by looking beyond its latest price. Historical total returns show accumulation potential, while rolling returns, maximum drawdown, volatility, and Sharpe ratio show how uneven the long-term path has been.
For retirement income, review TAQXX dividend history, dividend growth, and yield alongside total return. Dividends can contribute to cash flow and compounding, but payouts are not guaranteed and a high yield alone does not establish long-term suitability.
Use the calculators on this page to model recurring retirement contributions and historical retirement spending. For a broader decision, open the stock, fund, or portfolio return comparison calculator or review a VFINX return and risk comparison example. The plan links on this page can also show where the investment appears in workplace retirement plans.
Connect this fund to a portfolio and retirement plan
- Combine this holding with other funds in the portfolio calculator simulator
- Find an employer plan and review its available investment menu
- Research another stock, ETF, or mutual fund ticker
- Estimate how fund fees compound over time
Retirement, Income, and Risk FAQ
Is TAQXX suitable for retirement and long-term wealth building?
State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) may or may not fit a retirement portfolio depending on its role, costs, diversification, historical drawdowns, and your time horizon. Review total and rolling returns together with risk metrics instead of relying on a recent return alone.
Can TAQXX provide retirement income through dividends?
State Street Institutional Investment Trust -Treasury Obligations Money Market Fund (TAQXX) may distribute dividends when its holdings generate income, but payouts and yield can change. Compare dividend history, dividend growth, yield, and total return before treating it as a retirement-income holding.
Which risk metrics matter for a long-term investment in TAQXX?
Maximum drawdown shows the depth of a historical decline, standard deviation measures return variability, and the Sharpe ratio relates return to volatility. Rolling returns add context by showing how outcomes varied across different holding periods.
How can I model retirement contributions or withdrawals with TAQXX?
Use the TAQXX dollar-cost-averaging calculator to model recurring contributions and the retirement spending calculator to test historical withdrawals. Then compare the results with other funds, stocks, or portfolios before making a long-term allocation decision.