Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS STORE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.41% | 1.86% | 2.18% | 2.12% | 4.77% | 6.33% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONOCOPHILLIPS STORE 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 (%) | -0.71 | 16.41 | 1.86 | 2.18 | 2.12 | 4.77 | 6.33 | … | … | 0.28 | 4.62 | 10.85 | -7.83 | 2.79 | -4.39 | 8.01 | -10.66 | 16.57 | 5.68 | -0.40 | 1.59 | 15.87 | 11.92 | 3.14 | 11.87 | 14.03 | 0.28 | 9.93 | 16.97 | 10.86 | 14.35 | 23.51 | -8.16 | 2.31 |
| Sharpe Ratio | NA | -0.14 | -0.23 | -0.15 | 0.08 | NA | NA | … | … | 0.05 | -0.26 | 0.90 | -1.36 | 0.35 | -0.31 | 1.13 | -1.32 | 3.57 | 0.53 | -0.05 | 0.21 | 2.20 | 1.59 | 0.23 | 1.19 | 1.51 | -0.11 | 0.67 | 1.52 | 1.24 | 1.50 | 3.67 | -1.20 | 0.01 |
| Standard Deviation(%) | NA | 7.53 | 7.24 | 9.43 | 8.76 | NA | NA | … | … | 4.15 | 7.57 | 7.34 | 6.79 | 7.96 | 14.96 | 5.86 | 9.10 | 4.46 | 10.40 | 9.02 | 7.44 | 7.19 | 7.48 | 13.38 | 9.88 | 9.25 | 5.76 | 10.39 | 9.04 | 7.02 | 8.92 | 6.22 | 7.75 | 0.05 |
| Draw Down(%) | NA | 5.59 | 9.08 | 21.58 | 27.11 | NA | NA | … | … | 0.28 | 5.59 | 6.91 | 9.08 | 4.69 | 21.58 | 4.81 | 16.84 | 1.32 | 7.35 | 11.02 | 6.47 | 4.63 | 5.35 | 10.97 | 7.80 | 4.46 | 5.42 | 7.00 | 10.80 | 5.03 | 7.25 | 2.69 | 11.28 | 0.00 |
| Yield(%) | NA | 3.96 | 2.75 | 2.30 | 2.17 | NA | NA | … | … | NA | 2.44 | 3.83 | 1.82 | 1.07 | 1.12 | 2.72 | 2.46 | 2.25 | 1.93 | 1.20 | 2.11 | 2.00 | 2.90 | 2.35 | 2.52 | 3.84 | 4.46 | 3.19 | 2.09 | 2.13 | 1.91 | 1.89 | 0.83 | 2.31 |
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 |
|---|---|---|---|---|
| CONOCOPHILLIPS STORE SAVINGS PLAN Tactical Asset Allocation Moderate |
-5.65%
Oct 2017 – Oct 2020 |
-2.66%
Dec 2017 – Dec 2022 |
1.26%
Oct 2013 – Oct 2023 |
4.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONOCOPHILLIPS STORE SAVINGS PLAN Tactical Asset Allocation Moderate |
19.65%
Apr 2003 – Apr 2006 |
15.72%
Oct 2002 – Oct 2007 |
12.21%
Apr 2003 – Apr 2013 |
10.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart