Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 0.09% | 3.26% | 8.65% | 4.73% | 6.97% | 7.86% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT 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 (%) | -1.37 | 0.09 | 3.26 | 8.65 | 4.73 | 6.97 | 7.86 | … | … | 1.89 | 8.20 | 14.64 | -13.07 | 14.43 | 7.20 | 12.39 | -8.30 | 14.68 | 11.31 | -2.85 | 7.03 | 19.95 | 12.89 | 1.47 | 17.62 | 16.27 | -0.56 | 9.10 | 13.25 | 10.26 | 13.52 | 20.67 | -1.85 | 2.14 |
| Sharpe Ratio | NA | 0.19 | 0.33 | 0.63 | 0.40 | NA | NA | … | … | 0.05 | 0.51 | 1.39 | -1.09 | 1.61 | 0.46 | 1.98 | -1.10 | 3.12 | 1.11 | -0.33 | 0.83 | 2.49 | 1.43 | 0.09 | 1.39 | 1.57 | -0.14 | 0.59 | 1.19 | 1.18 | 1.45 | 2.59 | -0.48 | -0.05 |
| Standard Deviation(%) | NA | 10.53 | 9.98 | 9.95 | 9.80 | NA | NA | … | … | 11.51 | 8.91 | 7.90 | 13.33 | 8.96 | 14.97 | 5.51 | 8.81 | 4.50 | 9.95 | 8.73 | 8.44 | 7.99 | 8.97 | 15.88 | 12.59 | 10.33 | 11.25 | 10.04 | 8.29 | 6.79 | 8.67 | 7.70 | 6.21 | 5.32 |
| Draw Down(%) | NA | 15.05 | 15.05 | 18.16 | 23.83 | NA | NA | … | … | 11.97 | 6.58 | 7.05 | 18.16 | 5.39 | 23.83 | 2.68 | 14.50 | 1.72 | 8.95 | 9.20 | 6.69 | 4.99 | 7.08 | 14.97 | 8.36 | 4.70 | 14.06 | 7.48 | 9.69 | 4.88 | 7.51 | 6.59 | 7.75 | 7.44 |
| Yield(%) | NA | 1.84 | 2.10 | 2.67 | 3.53 | NA | NA | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.57 | 2.62 | 1.75 | 3.36 | 3.87 | 4.55 | 7.21 | 4.60 | 3.65 | 2.25 | 3.15 | 4.44 | 5.54 |
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 |
|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.28%
Mar 2017 – Mar 2020 |
0.95%
Mar 2015 – Mar 2020 |
4.53%
Oct 2013 – Oct 2023 |
6.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate |
18.22%
Apr 2003 – Apr 2006 |
14.96%
Jun 2009 – Jun 2014 |
12.32%
Mar 2003 – Mar 2013 |
11.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart