Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN Tactical Asset Allocation Moderate | NA | -7.42% | 3.66% | 2.35% | 4.94% | 7.33% | 9.95% | … | … |
Data as of 02/28/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.87 | -7.42 | 3.66 | 2.35 | 4.94 | 7.33 | 9.95 | … | … | 5.72 | -15.61 | 15.36 | 4.37 | 20.07 | -9.24 | 13.15 | 7.46 | -0.50 | 5.85 | 14.22 | 13.17 | 5.48 | 15.76 | 15.43 | 10.42 | 16.83 | 12.65 | 13.84 | 19.70 | 24.41 | 2.31 | -0.95 |
| Sharpe Ratio | NA | -0.05 | 0.53 | 0.17 | 0.36 | NA | NA | … | … | 0.45 | -1.17 | 1.58 | 0.20 | 3.31 | -1.10 | 2.20 | 0.88 | -0.06 | 0.72 | 1.87 | 1.62 | 0.38 | 1.26 | 1.30 | 1.30 | 1.13 | 0.92 | 1.67 | 2.15 | 3.99 | 0.19 | -0.45 |
| Standard Deviation(%) | NA | 13.01 | 11.78 | 13.04 | 10.79 | NA | NA | … | … | 8.74 | 14.57 | 9.73 | 20.78 | 5.64 | 9.59 | 5.70 | 8.21 | 8.20 | 8.14 | 7.57 | 8.11 | 14.38 | 12.41 | 11.76 | 7.28 | 12.21 | 10.16 | 6.99 | 8.73 | 5.94 | 6.29 | 7.22 |
| Draw Down(%) | NA | 13.04 | 21.40 | 26.64 | 26.64 | NA | NA | … | … | 5.36 | 21.40 | 5.21 | 26.64 | 1.92 | 15.95 | 2.48 | 5.58 | 9.01 | 7.92 | 7.35 | 5.87 | 12.17 | 9.78 | 8.65 | 4.95 | 10.18 | 12.94 | 5.71 | 10.52 | 5.69 | 6.31 | 9.19 |
| Yield(%) | NA | 3.77 | 4.64 | 5.15 | 5.22 | NA | NA | … | … | 0.52 | 3.43 | 8.65 | 1.60 | 7.34 | 5.08 | 3.94 | 4.60 | 8.70 | 5.06 | 5.03 | 5.33 | 5.80 | 2.52 | 4.14 | 5.78 | 9.06 | 5.86 | 5.80 | 3.42 | 5.63 | 5.77 | 4.79 |
Data as of 02/28/2023, 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 |
|---|---|---|---|---|
| PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN Tactical Asset Allocation Moderate |
-0.98%
Sep 2019 – Sep 2022 |
0.86%
Sep 2017 – Sep 2022 |
4.42%
Sep 2012 – Sep 2022 |
6.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN Tactical Asset Allocation Moderate |
23.93%
Apr 2003 – Apr 2006 |
18.74%
Mar 2003 – Mar 2008 |
15.79%
Apr 2003 – Apr 2013 |
12.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart