Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 20.04% | 3.06% | 6.73% | 6.53% | 9.03% | 10.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT 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 (%) | -1.09 | 20.04 | 3.06 | 6.73 | 6.53 | 9.03 | 10.08 | … | … | 0.50 | 9.42 | 13.62 | -13.23 | 12.89 | 9.25 | 17.31 | -3.37 | 14.31 | 6.03 | 0.64 | 11.15 | 16.73 | 12.94 | 5.22 | 21.77 | 18.99 | -2.40 | 17.12 | 16.05 | 14.53 | 16.05 | 31.60 | 3.50 | -3.69 |
| Sharpe Ratio | NA | 0.43 | -0.10 | 0.29 | 0.47 | NA | NA | … | … | 0.05 | 0.34 | 1.17 | -1.08 | 1.51 | 0.54 | 2.24 | -0.48 | 3.11 | 0.71 | 0.07 | 1.57 | 2.31 | 1.85 | 0.38 | 1.97 | 1.81 | -0.48 | 1.24 | 1.48 | 1.72 | 1.95 | 4.73 | 0.44 | -0.76 |
| Standard Deviation(%) | NA | 8.19 | 10.27 | 11.58 | 9.90 | NA | NA | … | … | 8.33 | 8.21 | 8.00 | 13.57 | 8.54 | 16.76 | 7.09 | 9.81 | 4.40 | 8.22 | 8.84 | 7.10 | 7.21 | 6.97 | 13.77 | 10.99 | 10.45 | 6.93 | 11.36 | 8.63 | 7.19 | 7.74 | 6.53 | 5.47 | 7.91 |
| Draw Down(%) | NA | 5.31 | 17.65 | 20.83 | 20.83 | NA | NA | … | … | 0.66 | 5.31 | 6.36 | 18.05 | 4.05 | 20.83 | 3.08 | 11.58 | 1.22 | 5.90 | 8.65 | 4.82 | 5.67 | 4.92 | 12.16 | 8.28 | 5.74 | 7.68 | 7.67 | 10.81 | 5.71 | 10.41 | 3.01 | 3.94 | 12.46 |
| Yield(%) | NA | 4.24 | 4.05 | 4.10 | 4.03 | NA | NA | … | … | NA | 1.29 | 4.55 | 4.81 | 1.33 | 2.34 | 7.48 | 3.45 | 2.88 | 5.99 | 3.60 | 3.68 | 3.72 | 3.68 | 2.98 | 2.87 | 4.17 | 4.36 | 4.62 | 3.61 | 3.68 | 4.17 | 6.07 | 5.80 | 5.16 |
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 |
|---|---|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT PLAN Tactical Asset Allocation Moderate |
2.09%
Sep 2019 – Sep 2022 |
3.21%
Mar 2015 – Mar 2020 |
5.79%
Oct 2013 – Oct 2023 |
7.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT PLAN Tactical Asset Allocation Moderate |
22.15%
Jan 2003 – Jan 2006 |
19.30%
Oct 2002 – Oct 2007 |
15.17%
Apr 2003 – Apr 2013 |
13.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart