Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 34.52% | 13.12% | 15.48% | 10.36% | 9.65% | 8.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Strategic Asset Allocation – Optimal 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 (%) | -0.62 | 34.52 | 13.12 | 15.48 | 10.36 | 9.65 | 8.13 | … | … | 0.72 | 23.48 | 24.01 | -4.20 | 8.05 | 25.56 | 18.77 | -4.68 | 13.65 | 3.45 | 2.47 | 2.90 | 18.68 | 9.87 | -3.48 | 10.21 | 23.99 | -26.55 | 7.59 | 10.99 | 8.37 | 12.44 | 21.73 | -6.44 | 2.32 |
| Sharpe Ratio | NA | 2.16 | 0.95 | 0.96 | 0.82 | NA | NA | … | … | 0.07 | 1.99 | 2.42 | -0.40 | 0.83 | 1.28 | 2.08 | -0.54 | 2.26 | 0.37 | 0.26 | 0.40 | 2.58 | 1.15 | -0.22 | 0.84 | 1.39 | -1.22 | 0.47 | 0.96 | 1.03 | 1.76 | 2.23 | -0.64 | 0.00 |
| Standard Deviation(%) | NA | 8.44 | 10.54 | 12.78 | 10.95 | NA | NA | … | … | 9.31 | 8.50 | 8.16 | 13.91 | 9.65 | 19.75 | 8.35 | 11.00 | 5.76 | 8.73 | 9.24 | 7.19 | 7.21 | 8.57 | 15.81 | 12.03 | 17.25 | 22.56 | 9.84 | 8.04 | 6.02 | 6.52 | 9.42 | 11.75 | 10.16 |
| Draw Down(%) | NA | 3.60 | 13.78 | 19.60 | 19.60 | NA | NA | … | … | 0.68 | 3.60 | 5.18 | 13.95 | 6.84 | 19.60 | 4.82 | 13.89 | 3.13 | 8.78 | 7.97 | 5.38 | 4.24 | 7.37 | 16.13 | 9.65 | 16.00 | 34.30 | 7.07 | 9.02 | 3.85 | 5.46 | 8.24 | 18.40 | 13.96 |
| Yield(%) | NA | 14.39 | 11.14 | 7.37 | 4.77 | NA | NA | … | … | NA | 4.55 | 13.47 | 9.87 | 4.44 | 2.08 | 1.62 | 3.48 | 0.84 | 1.73 | 3.04 | 1.64 | 2.15 | 1.09 | 0.71 | 0.77 | 1.26 | 1.70 | 3.81 | 5.33 | 3.21 | 1.30 | 1.00 | 1.25 | 1.50 |
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 |
|---|---|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-8.43%
Feb 2006 – Feb 2009 |
-1.43%
Feb 2004 – Feb 2009 |
3.87%
Feb 2006 – Feb 2016 |
4.94%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
17.30%
Mar 2003 – Mar 2006 |
15.94%
Sep 2019 – Sep 2024 |
10.57%
Nov 2014 – Nov 2024 |
10.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart