Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERRY PETROLEUM COMPANY THRIFT PLAN Tactical Asset Allocation Moderate | NA | 3.51% | 3.66% | 4.99% | 4.32% | 6.86% | 8.12% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERRY PETROLEUM COMPANY THRIFT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.38 | 3.51 | 3.66 | 4.99 | 4.32 | 6.86 | 8.12 | … | … | 0.87 | 15.54 | -17.35 | 13.29 | 16.58 | 14.40 | -4.24 | 15.51 | 4.57 | -3.77 | 0.61 | 12.76 | 6.56 | 3.71 | 10.05 | 29.61 | -6.87 | 18.52 | 17.59 | 14.11 | 14.12 | 29.39 | 9.09 | 6.57 |
| Sharpe Ratio | NA | 0.77 | 0.10 | 0.57 | 0.50 | NA | NA | … | … | 0.08 | 1.48 | -2.00 | 1.51 | 1.10 | 2.00 | -0.69 | 3.19 | 0.90 | -0.61 | 0.10 | 2.07 | 1.96 | 0.53 | 1.08 | 3.39 | -1.15 | 1.28 | 1.46 | 2.04 | 1.66 | 5.65 | 1.70 | 0.92 |
| Standard Deviation(%) | NA | 7.57 | 8.53 | 9.86 | 8.17 | NA | NA | … | … | 7.30 | 7.62 | 9.38 | 8.77 | 14.84 | 6.50 | 8.04 | 4.66 | 4.84 | 6.19 | 5.74 | 6.15 | 3.32 | 6.94 | 9.22 | 8.72 | 6.80 | 12.11 | 9.82 | 5.86 | 7.92 | 5.08 | 4.71 | 4.62 |
| Draw Down(%) | NA | 6.63 | 17.71 | 21.33 | 21.33 | NA | NA | … | … | 1.54 | 6.63 | 17.57 | 4.10 | 21.33 | 3.84 | 11.60 | 1.99 | 4.50 | 8.63 | 6.10 | 5.41 | 2.82 | 4.50 | 8.01 | 4.23 | 12.09 | 9.95 | 14.51 | 4.91 | 9.75 | 2.05 | 4.55 | 4.31 |
| Yield(%) | NA | 3.16 | 5.21 | 4.91 | 4.03 | NA | NA | … | … | 0.01 | 3.43 | 2.38 | 10.01 | 5.22 | 3.80 | 4.33 | 3.73 | 2.97 | 2.14 | 2.70 | 5.77 | 4.01 | 4.18 | 2.86 | 3.21 | 3.31 | 9.92 | 8.21 | 4.60 | 3.62 | 6.19 | 4.45 | 6.42 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| BERRY PETROLEUM COMPANY THRIFT PLAN Tactical Asset Allocation Moderate |
0.42%
Dec 2013 – Dec 2016 |
1.73%
Mar 2015 – Mar 2020 |
3.97%
Mar 2010 – Mar 2020 |
5.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERRY PETROLEUM COMPANY THRIFT PLAN Tactical Asset Allocation Moderate |
21.44%
Apr 2003 – Apr 2006 |
20.13%
Oct 2002 – Oct 2007 |
14.06%
Apr 2001 – Apr 2011 |
10.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart