Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIMAREX ENERGY CO. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 24.03% | 3.54% | 6.81% | 5.35% | 5.67% | 6.26% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMAREX ENERGY CO. 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 (%) | -1.23 | 24.03 | 3.54 | 6.81 | 5.35 | 5.67 | 6.26 | … | … | 0.47 | 14.15 | 15.54 | -14.64 | 8.26 | 14.56 | 8.82 | -2.02 | 12.08 | 5.37 | -3.04 | 2.06 | 12.92 | 2.69 | 5.18 | 6.08 | 10.83 | 1.59 | 11.14 | 11.31 | 4.59 | 8.34 | 16.14 | 9.84 | 6.11 |
| Sharpe Ratio | NA | 1.04 | 0.04 | 0.51 | 0.54 | NA | NA | … | … | 0.04 | 0.89 | 1.42 | -1.64 | 1.00 | 1.73 | 1.82 | -0.45 | 2.78 | 1.13 | -0.58 | 0.35 | 1.88 | 0.44 | 0.70 | 0.59 | 1.35 | 0.13 | 0.87 | 1.11 | 0.42 | 1.01 | 2.65 | 2.04 | 0.70 |
| Standard Deviation(%) | NA | 8.51 | 8.81 | 8.60 | 7.12 | NA | NA | … | … | 10.45 | 8.50 | 7.94 | 9.74 | 8.25 | 8.28 | 4.08 | 7.36 | 4.12 | 4.58 | 5.32 | 5.84 | 6.84 | 5.99 | 7.37 | 10.24 | 7.95 | 5.00 | 9.38 | 7.24 | 5.71 | 7.31 | 5.83 | 4.29 | 5.43 |
| Draw Down(%) | NA | 5.55 | 15.42 | 15.61 | 15.61 | NA | NA | … | … | 0.84 | 5.55 | 6.63 | 15.61 | 3.94 | 5.88 | 3.12 | 8.02 | 1.88 | 3.08 | 5.47 | 4.70 | 5.75 | 6.29 | 4.46 | 9.67 | 4.28 | 5.70 | 6.69 | 8.34 | 4.15 | 6.77 | 3.20 | 2.63 | 4.23 |
| Yield(%) | NA | 4.41 | 3.35 | 2.97 | 2.40 | NA | NA | … | … | NA | 0.80 | 4.13 | 2.53 | 2.83 | 1.36 | 4.01 | 1.97 | 0.33 | 2.15 | 2.53 | 1.87 | 1.30 | 2.11 | 4.57 | 2.77 | 3.73 | 4.21 | 4.06 | 4.01 | 3.13 | 2.87 | 4.14 | 6.49 | 6.08 |
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 |
|---|---|---|---|---|
| CIMAREX ENERGY CO. 401(k) PLAN Tactical Asset Allocation Moderate |
1.41%
Dec 2013 – Dec 2016 |
2.45%
Dec 2017 – Dec 2022 |
3.49%
Oct 2013 – Oct 2023 |
4.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMAREX ENERGY CO. 401(k) PLAN Tactical Asset Allocation Moderate |
11.56%
Mar 2001 – Mar 2004 |
11.23%
May 2002 – May 2007 |
9.08%
Apr 2001 – Apr 2011 |
7.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart