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. TAX DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 27.43% | 7.95% | 10.36% | 8.21% | 9.08% | 9.70% | … | … |
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. TAX DEFERRED 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 (%) | -0.95 | 27.43 | 7.95 | 10.36 | 8.21 | 9.08 | 9.70 | … | … | 0.55 | 11.05 | 16.39 | -5.84 | 5.45 | 19.23 | 17.98 | -5.75 | 12.02 | 10.98 | -0.48 | 3.31 | 18.04 | 10.42 | 3.15 | 15.88 | 16.31 | 6.42 | 12.94 | 14.13 | 7.57 | 12.02 | 9.23 | -6.06 | -1.22 |
| Sharpe Ratio | NA | 0.64 | 0.31 | 0.52 | 0.57 | NA | NA | … | … | 0.05 | 0.42 | 1.41 | -0.59 | 0.50 | 1.03 | 2.25 | -0.63 | 1.94 | 1.19 | -0.06 | 0.34 | 2.37 | 1.34 | 0.21 | 1.58 | 1.86 | 0.88 | 0.99 | 1.35 | 0.86 | 1.40 | 1.11 | -1.04 | -0.41 |
| Standard Deviation(%) | NA | 10.47 | 10.57 | 12.60 | 10.77 | NA | NA | … | … | 9.13 | 10.64 | 8.61 | 12.14 | 10.82 | 18.45 | 7.38 | 11.20 | 5.89 | 9.04 | 8.54 | 9.72 | 7.61 | 7.75 | 14.58 | 9.97 | 8.73 | 6.27 | 10.04 | 8.01 | 6.29 | 7.91 | 7.70 | 6.92 | 8.56 |
| Draw Down(%) | NA | 7.80 | 11.56 | 21.73 | 21.73 | NA | NA | … | … | 0.67 | 7.80 | 6.35 | 12.54 | 6.27 | 21.73 | 4.72 | 13.86 | 2.79 | 7.31 | 9.26 | 8.07 | 4.88 | 5.80 | 12.05 | 7.86 | 3.90 | 3.64 | 6.46 | 9.97 | 4.57 | 5.86 | 5.64 | 11.72 | 12.94 |
| Yield(%) | NA | 6.92 | 5.74 | 5.61 | 5.97 | NA | NA | … | … | NA | 5.31 | 3.05 | 5.56 | 3.76 | 5.84 | 4.87 | 3.18 | 10.14 | 3.55 | 6.69 | 8.79 | 7.08 | 3.63 | 1.92 | 5.57 | 3.03 | 3.44 | 4.60 | 2.86 | 2.25 | 2.22 | 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. TAX DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
1.91%
Feb 2001 – Feb 2004 |
3.22%
Mar 2015 – Mar 2020 |
6.14%
Oct 2013 – Oct 2023 |
7.57%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEVRON MINING INC. TAX DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
14.54%
Jun 2008 – Jun 2011 |
13.91%
May 2006 – May 2011 |
11.93%
Sep 2003 – Sep 2013 |
10.43%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart