Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HILCORP ENERGY COMPANY 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 20.09% | 0.81% | 5.27% | 4.61% | 6.50% | 6.18% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HILCORP ENERGY COMPANY 401K SAVINGS 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 (%) | -1.33 | 20.09 | 0.81 | 5.27 | 4.61 | 6.50 | 6.18 | … | … | 0.12 | 4.16 | 8.04 | -14.02 | 7.01 | 16.72 | 18.23 | -7.39 | 10.06 | 5.00 | -1.35 | 4.19 | 14.92 | 13.61 | -1.71 | 15.90 | 28.52 | -26.90 | 9.22 | 14.96 | 8.75 | 15.72 | 23.08 | 3.04 | 5.15 |
| Sharpe Ratio | NA | -0.17 | -0.45 | 0.11 | 0.23 | NA | NA | … | … | 0.01 | -0.28 | 0.42 | -1.20 | 0.77 | 0.88 | 2.24 | -0.45 | 1.90 | 0.59 | -0.17 | 0.64 | 2.26 | 1.75 | -0.13 | 1.42 | 1.72 | -1.29 | 0.64 | 1.68 | 1.16 | 2.32 | 3.92 | 0.24 | 0.40 |
| Standard Deviation(%) | NA | 8.64 | 10.37 | 12.28 | 11.59 | NA | NA | … | … | 4.82 | 8.71 | 9.02 | 12.88 | 9.02 | 18.68 | 7.51 | 19.49 | 4.97 | 8.06 | 8.19 | 6.51 | 6.57 | 7.73 | 13.66 | 11.12 | 16.48 | 21.53 | 9.71 | 6.94 | 5.68 | 6.38 | 5.71 | 7.96 | 7.02 |
| Draw Down(%) | NA | 7.18 | 19.87 | 24.42 | 25.58 | NA | NA | … | … | 0.45 | 7.13 | 10.19 | 20.49 | 6.07 | 24.42 | 4.09 | 21.64 | 2.84 | 7.14 | 9.08 | 5.23 | 6.01 | 6.70 | 13.85 | 8.16 | 16.22 | 34.51 | 7.06 | 7.96 | 3.81 | 5.05 | 5.66 | 11.51 | 9.38 |
| Yield(%) | NA | 3.15 | 4.56 | 4.34 | 3.61 | NA | NA | … | … | NA | 0.70 | 2.92 | 3.21 | 6.73 | 3.99 | 4.19 | 3.60 | 0.33 | 4.08 | 2.72 | 4.09 | 2.89 | 2.42 | 2.56 | 2.77 | 2.64 | 3.74 | 5.91 | 5.56 | 4.23 | 3.51 | 2.26 | 3.86 | 4.60 |
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 |
|---|---|---|---|---|
| HILCORP ENERGY COMPANY 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.47%
Feb 2006 – Feb 2009 |
-0.13%
Feb 2004 – Feb 2009 |
3.35%
Oct 2013 – Oct 2023 |
3.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HILCORP ENERGY COMPANY 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.66%
Feb 2009 – Feb 2012 |
16.68%
Feb 2009 – Feb 2014 |
9.74%
Feb 2009 – Feb 2019 |
8.49%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart