Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 2.35% | 2.82% | 7.72% | 4.83% | 6.36% | 5.90% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.48 | 2.35 | 2.82 | 7.72 | 4.83 | 6.36 | 5.90 | … | … | 4.61 | 4.47 | 15.38 | -15.32 | 10.07 | 10.87 | 17.29 | -5.48 | 12.21 | 6.75 | -1.90 | 7.62 | 17.23 | 10.24 | 0.59 | 14.19 | 25.37 | -19.13 | 4.67 | 9.24 | 4.10 | 12.67 | 22.10 | 3.22 | 14.30 |
| Sharpe Ratio | NA | 0.17 | 0.26 | 0.39 | 0.37 | NA | NA | … | … | 0.23 | 0.10 | 1.34 | -1.20 | 1.32 | 0.59 | 2.50 | -0.79 | 2.71 | 0.80 | -0.23 | 1.16 | 2.53 | 1.26 | 0.04 | 1.17 | 1.37 | -0.94 | 0.17 | 0.84 | 0.28 | 1.53 | 2.53 | 0.19 | 1.29 |
| Standard Deviation(%) | NA | 11.48 | 10.89 | 10.50 | 10.31 | NA | NA | … | … | 14.69 | 8.06 | 8.72 | 13.91 | 7.64 | 18.06 | 6.32 | 8.74 | 4.26 | 8.21 | 8.45 | 6.58 | 6.79 | 8.08 | 14.49 | 12.04 | 18.42 | 21.28 | 9.19 | 6.90 | 6.57 | 7.62 | 8.44 | 10.86 | 9.22 |
| Draw Down(%) | NA | 12.54 | 13.17 | 21.84 | 21.84 | NA | NA | … | … | 9.72 | 6.51 | 8.58 | 21.70 | 3.51 | 21.53 | 3.38 | 11.85 | 1.61 | 6.74 | 9.30 | 5.02 | 5.32 | 6.48 | 14.85 | 9.75 | 17.09 | 31.88 | 6.47 | 6.32 | 4.45 | 4.76 | 5.96 | 13.02 | 9.46 |
| Yield(%) | NA | 5.92 | 4.11 | 3.90 | 3.42 | NA | NA | … | … | NA | 0.66 | 5.98 | 3.55 | 2.14 | 2.83 | 4.61 | 4.14 | 0.54 | 3.12 | 3.44 | 3.79 | 3.98 | 3.04 | 3.36 | 2.65 | 1.88 | 5.07 | 6.25 | 5.47 | 4.12 | 2.44 | 2.54 | 4.79 | 5.72 |
Data as of 03/31/2025, 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 EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-6.90%
Feb 2006 – Feb 2009 |
-1.06%
Feb 2004 – Feb 2009 |
4.18%
Oct 2013 – Oct 2023 |
4.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate |
18.96%
Feb 2009 – Feb 2012 |
16.37%
Feb 2009 – Feb 2014 |
10.24%
Feb 2009 – Feb 2019 |
8.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart