Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON MINING INC. WESTERN WAGE AGREEMENTS 401(K) PLAN Tactical Asset Allocation Moderate | NA | 27.43% | 7.89% | 10.32% | 8.17% | 8.91% | 9.34% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEVRON MINING INC. WESTERN WAGE AGREEMENTS 401(K) 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 (%) | -0.95 | 27.43 | 7.89 | 10.32 | 8.17 | 8.91 | 9.34 | … | … | 0.55 | 11.05 | 16.28 | -5.89 | 5.45 | 19.23 | 17.98 | -5.79 | 11.92 | 10.98 | -0.54 | 3.30 | 17.97 | 10.40 | 3.03 | 14.32 | 15.64 | 6.42 | 10.84 | 12.77 | 6.51 | 12.18 | 9.29 | -6.11 | -1.22 |
| Sharpe Ratio | NA | 0.64 | 0.30 | 0.52 | 0.57 | NA | NA | … | … | 0.05 | 0.42 | 1.40 | -0.60 | 0.50 | 1.03 | 2.25 | -0.63 | 1.91 | 1.19 | -0.07 | 0.34 | 2.36 | 1.33 | 0.21 | 1.45 | 1.78 | 0.88 | 0.74 | 1.17 | 0.68 | 1.43 | 1.12 | -1.04 | -0.41 |
| Standard Deviation(%) | NA | 10.46 | 10.57 | 12.60 | 10.77 | NA | NA | … | … | 9.13 | 10.64 | 8.61 | 12.14 | 10.82 | 18.45 | 7.38 | 11.19 | 5.90 | 9.04 | 8.54 | 9.71 | 7.61 | 7.75 | 14.56 | 9.85 | 8.74 | 6.27 | 10.54 | 8.09 | 6.37 | 7.85 | 7.70 | 6.92 | 8.56 |
| Draw Down(%) | NA | 7.80 | 11.60 | 21.73 | 21.73 | NA | NA | … | … | 0.67 | 7.80 | 6.38 | 12.58 | 6.27 | 21.73 | 4.72 | 13.89 | 2.81 | 7.31 | 9.31 | 8.07 | 4.88 | 5.80 | 12.06 | 7.83 | 3.96 | 3.64 | 6.68 | 10.02 | 4.59 | 5.91 | 5.70 | 11.72 | 12.94 |
| Yield(%) | NA | 6.92 | 5.78 | 5.63 | 5.97 | NA | NA | … | … | NA | 5.31 | 3.05 | 5.66 | 3.76 | 5.84 | 4.87 | 3.18 | 9.95 | 3.55 | 6.69 | 8.79 | 6.89 | 3.48 | 1.92 | 5.65 | 2.48 | 3.44 | 2.44 | 2.39 | 1.79 | 2.29 | 2.72 | 4.96 | 7.21 |
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 |
|---|---|---|---|---|
| CHEVRON MINING INC. WESTERN WAGE AGREEMENTS 401(K) PLAN Tactical Asset Allocation Moderate |
1.90%
Feb 2001 – Feb 2004 |
3.18%
Mar 2015 – Mar 2020 |
6.10%
Oct 2013 – Oct 2023 |
7.13%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEVRON MINING INC. WESTERN WAGE AGREEMENTS 401(K) PLAN Tactical Asset Allocation Moderate |
14.05%
Dec 2018 – Dec 2021 |
13.12%
Feb 2009 – Feb 2014 |
11.28%
Sep 2003 – Sep 2013 |
9.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart