Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HALLIBURTON RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 33.23% | 10.86% | 11.97% | 8.42% | 8.92% | 7.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HALLIBURTON RETIREMENT AND 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 (%) | -0.63 | 33.23 | 10.86 | 11.97 | 8.42 | 8.92 | 7.64 | … | … | 0.65 | 22.23 | 23.72 | -8.97 | 12.23 | 12.02 | 17.18 | -6.08 | 11.23 | 7.34 | 0.05 | 4.65 | 16.46 | 11.81 | -1.71 | 14.42 | 22.20 | -25.57 | 7.21 | 12.27 | 8.74 | 14.21 | 24.17 | -7.43 | -0.27 |
| Sharpe Ratio | NA | 2.46 | 0.78 | 0.76 | 0.69 | NA | NA | … | … | 0.10 | 2.31 | 2.42 | -0.74 | 1.45 | 0.62 | 2.30 | -0.83 | 2.53 | 0.83 | 0.00 | 0.68 | 2.20 | 1.41 | -0.11 | 1.11 | 1.23 | -1.16 | 0.44 | 1.16 | 0.96 | 1.75 | 2.70 | -0.71 | -0.23 |
| Standard Deviation(%) | NA | 6.71 | 10.07 | 12.14 | 10.16 | NA | NA | … | … | 5.94 | 6.76 | 8.04 | 13.90 | 8.40 | 19.01 | 6.87 | 8.93 | 4.20 | 8.63 | 8.85 | 6.80 | 7.46 | 8.34 | 15.34 | 12.88 | 17.99 | 22.78 | 9.54 | 7.73 | 6.84 | 7.58 | 8.69 | 12.08 | 11.22 |
| Draw Down(%) | NA | 3.91 | 15.50 | 24.01 | 24.01 | NA | NA | … | … | 0.36 | 3.91 | 5.37 | 16.04 | 3.52 | 24.01 | 3.71 | 12.55 | 1.30 | 7.02 | 8.43 | 5.39 | 5.54 | 6.81 | 15.41 | 10.04 | 18.15 | 35.20 | 6.31 | 8.09 | 4.60 | 6.29 | 7.24 | 18.40 | 15.41 |
| Yield(%) | NA | 14.82 | 8.75 | 6.03 | 3.92 | NA | NA | … | … | NA | 4.75 | 13.41 | 5.36 | 2.31 | 1.71 | 2.26 | 2.19 | 0.61 | 2.39 | 1.99 | 1.87 | 2.08 | 2.47 | 1.98 | 1.87 | 2.23 | 2.25 | 3.31 | 2.56 | 2.78 | 2.44 | 2.54 | 1.66 | 2.06 |
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 |
|---|---|---|---|---|
| HALLIBURTON RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-8.70%
Feb 2006 – Feb 2009 |
-1.05%
Feb 2004 – Feb 2009 |
4.51%
Jan 2006 – Jan 2016 |
4.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALLIBURTON RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
25.63%
Sep 2022 – Sep 2025 |
16.04%
Oct 2020 – Oct 2025 |
10.97%
Sep 2015 – Sep 2025 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart