Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANADARKO EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 31.27% | 8.12% | 11.44% | 9.04% | 9.61% | 9.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANADARKO EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.25 | 31.27 | 8.12 | 11.44 | 9.04 | 9.61 | 9.38 | … | … | 0.77 | 17.44 | 14.42 | -5.82 | 4.13 | 24.21 | 16.84 | -4.74 | 12.05 | 10.30 | 2.27 | 6.21 | 18.12 | 10.85 | 1.73 | 14.48 | 20.77 | -0.97 | 5.51 | 12.64 | 5.80 | 11.12 | 21.39 | 3.93 | 8.65 |
| Sharpe Ratio | NA | 1.01 | 0.42 | 0.58 | 0.63 | NA | NA | … | … | 0.08 | 0.91 | 1.21 | -0.61 | 0.34 | 1.18 | 2.07 | -0.58 | 2.14 | 1.12 | 0.24 | 0.79 | 2.31 | 1.28 | 0.10 | 1.18 | 2.05 | -0.30 | 0.27 | 1.52 | 0.54 | 1.46 | 3.10 | 0.60 | 1.17 |
| Standard Deviation(%) | NA | 11.88 | 10.84 | 13.51 | 11.28 | NA | NA | … | … | 8.99 | 11.96 | 8.39 | 11.76 | 12.14 | 20.30 | 7.45 | 10.50 | 5.34 | 9.02 | 9.37 | 7.79 | 7.83 | 8.47 | 16.27 | 12.20 | 10.10 | 6.31 | 9.40 | 6.16 | 6.75 | 6.95 | 6.68 | 4.73 | 5.43 |
| Draw Down(%) | NA | 7.68 | 12.13 | 19.41 | 19.41 | NA | NA | … | … | 0.67 | 7.68 | 6.72 | 12.53 | 8.24 | 19.41 | 4.50 | 13.85 | 2.59 | 6.88 | 8.15 | 4.78 | 5.75 | 6.08 | 13.82 | 9.38 | 5.15 | 7.77 | 5.64 | 4.54 | 4.48 | 6.37 | 4.60 | 3.95 | 4.10 |
| Yield(%) | NA | 3.99 | 4.65 | 5.52 | 4.58 | NA | NA | … | … | NA | 1.14 | 4.18 | 2.76 | 8.43 | 6.48 | 6.74 | 1.78 | 4.13 | 5.83 | 3.67 | 2.44 | 1.84 | 4.34 | 1.84 | 3.26 | 5.27 | 4.64 | 4.48 | 3.77 | 4.36 | 5.91 | 3.79 | 4.35 | 8.82 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| ANADARKO EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
3.55%
Nov 2020 – Nov 2023 |
4.84%
Mar 2015 – Mar 2020 |
6.87%
Oct 2013 – Oct 2023 |
7.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANADARKO EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
14.76%
Dec 2018 – Dec 2021 |
13.70%
Feb 2009 – Feb 2014 |
10.83%
Apr 2001 – Apr 2011 |
10.31%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart