Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANADARKO EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 27.53% | 3.65% | 8.25% | 6.25% | 7.86% | 6.90% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANADARKO EMPLOYEE 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 (%) | -1.06 | 27.53 | 3.65 | 8.25 | 6.25 | 7.86 | 6.90 | … | … | 0.33 | 12.37 | 10.89 | -11.78 | 4.07 | 23.78 | 19.34 | -7.02 | 8.68 | 3.55 | 1.90 | 3.82 | 16.03 | 14.87 | 0.47 | 14.34 | 30.49 | -24.38 | 6.67 | 6.14 | 10.61 | 11.17 | 23.09 | -6.99 | 5.77 |
| Sharpe Ratio | NA | 0.74 | -0.04 | 0.38 | 0.43 | NA | NA | … | … | 0.03 | 0.64 | 0.74 | -1.01 | 0.40 | 1.27 | 2.71 | -0.92 | 1.72 | 0.38 | 0.22 | 0.57 | 2.26 | 1.91 | 0.03 | 1.17 | 1.62 | -1.13 | 0.41 | 0.31 | 1.17 | 1.23 | 2.40 | -0.60 | 0.35 |
| Standard Deviation(%) | NA | 9.01 | 10.56 | 12.51 | 10.38 | NA | NA | … | … | 8.59 | 9.07 | 8.98 | 13.07 | 10.03 | 18.60 | 6.62 | 9.02 | 4.68 | 8.81 | 8.48 | 6.72 | 7.08 | 7.77 | 15.05 | 12.23 | 18.72 | 22.31 | 9.01 | 9.30 | 7.22 | 8.32 | 9.32 | 13.48 | 9.85 |
| Draw Down(%) | NA | 5.50 | 18.44 | 20.27 | 20.27 | NA | NA | … | … | 0.72 | 5.50 | 8.27 | 18.81 | 7.39 | 20.27 | 3.09 | 14.06 | 2.43 | 7.80 | 7.46 | 5.19 | 6.47 | 6.03 | 14.48 | 9.40 | 17.61 | 35.06 | 5.93 | 7.39 | 4.15 | 6.91 | 8.04 | 19.27 | 10.57 |
| Yield(%) | NA | 4.23 | 3.28 | 3.77 | 3.09 | NA | NA | … | … | NA | 0.87 | 3.80 | 2.72 | 3.55 | 4.97 | 3.13 | 2.42 | 0.40 | 2.89 | 3.20 | 2.74 | 3.41 | 3.67 | 3.08 | 3.37 | 2.27 | 4.58 | 5.65 | 3.17 | 3.67 | 2.68 | 3.35 | 2.98 | 5.35 |
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 |
|---|---|---|---|---|
| ANADARKO EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-9.41%
Feb 2006 – Feb 2009 |
-1.60%
Feb 2004 – Feb 2009 |
4.27%
Oct 2013 – Oct 2023 |
5.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANADARKO EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
21.34%
Feb 2009 – Feb 2012 |
17.69%
Feb 2009 – Feb 2014 |
10.14%
Feb 2009 – Feb 2019 |
9.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart