Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Exxon Mobil Savings Plan Tactical Asset Allocation Moderate | NA | 3.13% | 2.65% | 8.10% | 5.78% | 7.19% | 7.57% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Exxon Mobil Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 3.13 | 2.65 | 8.10 | 5.78 | 7.19 | 7.57 | … | … | 1.25 | 12.84 | 15.91 | -17.42 | 12.56 | 9.43 | 20.76 | -4.35 | 12.01 | 10.31 | -1.28 | 8.89 | 16.42 | 13.23 | 2.22 | 10.68 | 11.92 | 1.15 | 6.05 | 13.99 | 6.23 | 11.74 | 11.01 | -9.35 | 1.70 |
| Sharpe Ratio | NA | 0.51 | 0.33 | 0.48 | 0.44 | NA | NA | … | … | 0.00 | 0.93 | 1.44 | -1.23 | 1.28 | 0.44 | 2.93 | -0.61 | 2.39 | 1.14 | -0.15 | 1.19 | 2.16 | 1.59 | 0.14 | 0.99 | 1.16 | 0.02 | 0.28 | 1.28 | 0.59 | 1.32 | 1.31 | -1.60 | -0.25 |
| Standard Deviation(%) | NA | 12.42 | 11.28 | 11.34 | 11.45 | NA | NA | … | … | 14.59 | 9.96 | 8.51 | 15.28 | 9.77 | 20.83 | 6.59 | 9.46 | 4.76 | 8.87 | 8.75 | 7.44 | 7.57 | 8.31 | 15.22 | 10.72 | 10.22 | 11.49 | 10.43 | 8.28 | 6.74 | 8.14 | 7.84 | 6.57 | 2.90 |
| Draw Down(%) | NA | 14.48 | 14.48 | 22.10 | 24.59 | NA | NA | … | … | 13.37 | 5.48 | 7.76 | 20.83 | 4.74 | 24.59 | 3.27 | 13.21 | 1.94 | 6.97 | 8.29 | 5.05 | 4.97 | 6.08 | 13.20 | 7.71 | 5.69 | 12.83 | 6.57 | 8.52 | 4.72 | 6.57 | 6.26 | 10.56 | 2.67 |
| Yield(%) | NA | 2.02 | 1.82 | 1.77 | 1.96 | NA | NA | … | … | NA | 1.23 | 2.17 | 1.44 | 1.14 | 1.87 | 2.51 | 1.72 | 2.17 | 1.91 | 2.34 | 1.94 | 1.78 | 2.42 | 2.67 | 2.52 | 3.90 | 3.96 | 3.74 | 2.85 | 2.45 | 2.24 | 1.33 | 1.48 | 0.00 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Tactical Asset Allocation Moderate |
0.08%
Jul 2001 – Jul 2004 |
3.24%
Sep 2017 – Sep 2022 |
5.19%
Oct 2013 – Oct 2023 |
6.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Tactical Asset Allocation Moderate |
14.15%
Dec 2018 – Dec 2021 |
12.60%
Jun 2009 – Jun 2014 |
9.99%
Sep 2011 – Sep 2021 |
9.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart