Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apache Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 11.50% | 5.72% | 6.89% | 5.72% | 7.73% | NA | … | … |
Data as of 10/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apache Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/18/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 11.50 | 5.72 | 6.89 | 5.72 | 7.73 | NA | … | … | 2.25 | 10.45 | 2.76 | 0.71 | 2.12 | 15.27 | 7.18 | 0.93 | 10.05 | 20.37 | -8.40 | 6.62 | 12.25 | 2.58 | 10.11 | 20.74 | 4.07 | 7.47 |
| Sharpe Ratio | NA | 2.04 | 0.96 | 1.05 | 0.87 | NA | NA | … | … | 0.51 | 1.75 | 0.53 | 0.13 | 0.36 | 2.34 | 1.24 | 0.11 | 0.92 | 2.73 | -2.16 | 0.39 | 1.24 | 0.07 | 1.30 | 3.31 | 0.77 | 1.20 |
| Standard Deviation(%) | NA | 5.62 | 5.24 | 5.63 | 6.72 | NA | NA | … | … | 4.30 | 5.61 | 4.86 | 5.22 | 5.87 | 6.51 | 5.74 | 8.08 | 10.87 | 7.43 | 4.32 | 9.30 | 7.22 | 5.52 | 7.08 | 6.05 | 3.87 | 4.29 |
| Draw Down(%) | NA | 3.77 | 4.76 | 5.26 | 10.05 | NA | NA | … | … | 0.24 | 3.77 | 4.22 | 4.70 | 5.26 | 4.49 | 5.43 | 6.55 | 10.05 | 3.56 | 9.84 | 7.08 | 8.43 | 4.84 | 5.86 | 3.13 | 3.77 | 3.68 |
| Yield(%) | NA | 0.11 | 2.40 | 2.79 | 2.76 | NA | NA | … | … | 0.00 | 0.12 | 3.95 | 3.10 | 3.31 | 3.45 | 2.78 | 3.24 | 2.37 | 2.55 | 3.07 | 7.83 | 7.19 | 4.48 | 4.74 | 3.33 | 3.53 | 5.39 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| Apache Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
0.99%
Apr 2006 – Apr 2009 |
3.41%
Mar 2004 – Mar 2009 |
5.48%
Dec 2006 – Dec 2016 |
6.85%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apache Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
12.08%
Apr 2003 – Apr 2006 |
11.86%
Oct 2002 – Oct 2007 |
8.73%
Apr 2001 – Apr 2011 |
7.77%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart