Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOTAL PETROCHEMICALS USA INC. CAPITAL ACCUMULATION PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.37% | 1.24% | 5.89% | 5.04% | 6.34% | 5.75% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTAL PETROCHEMICALS USA INC. CAPITAL ACCUMULATION 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 (%) | -1.25 | 23.37 | 1.24 | 5.89 | 5.04 | 6.34 | 5.75 | … | … | 0.17 | 5.56 | 11.51 | -15.67 | 8.06 | 15.64 | 19.44 | -7.21 | 12.62 | 4.06 | -1.87 | 4.75 | 13.07 | 14.90 | -4.69 | 12.65 | 27.13 | -29.93 | 10.08 | 12.24 | 9.09 | 14.96 | 28.08 | -1.68 | 4.87 |
| Sharpe Ratio | NA | 0.03 | -0.36 | 0.15 | 0.31 | NA | NA | … | … | 0.02 | -0.12 | 0.82 | -1.16 | 0.89 | 0.89 | 2.86 | -0.99 | 2.83 | 0.46 | -0.24 | 0.81 | 1.90 | 2.04 | -0.34 | 1.14 | 1.60 | -1.43 | 0.71 | 1.23 | 1.21 | 2.03 | 3.59 | -0.30 | 0.33 |
| Standard Deviation(%) | NA | 8.67 | 11.13 | 12.30 | 10.09 | NA | NA | … | … | 6.58 | 8.73 | 8.85 | 14.71 | 9.07 | 17.36 | 6.30 | 8.63 | 4.24 | 8.31 | 7.86 | 5.88 | 6.86 | 7.29 | 13.93 | 11.03 | 16.94 | 21.57 | 9.96 | 7.30 | 5.72 | 6.89 | 7.63 | 9.43 | 7.77 |
| Draw Down(%) | NA | 6.60 | 22.70 | 22.99 | 22.99 | NA | NA | … | … | 0.67 | 6.57 | 9.95 | 22.99 | 5.69 | 21.73 | 3.24 | 13.44 | 2.36 | 7.39 | 8.47 | 5.02 | 6.97 | 6.02 | 15.45 | 8.73 | 17.94 | 37.79 | 6.77 | 7.46 | 4.37 | 6.80 | 6.16 | 13.63 | 9.63 |
| Yield(%) | NA | 3.74 | 4.30 | 4.31 | 3.76 | NA | NA | … | … | NA | 0.54 | 3.74 | 2.96 | 5.69 | 4.47 | 4.42 | 4.63 | 0.33 | 2.24 | 5.43 | 3.61 | 2.86 | 4.34 | 2.11 | 3.80 | 3.05 | 2.28 | 7.08 | 5.03 | 3.93 | 3.38 | 3.11 | 3.78 | 3.91 |
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 |
|---|---|---|---|---|
| TOTAL PETROCHEMICALS USA INC. CAPITAL ACCUMULATION PLAN Strategic Asset Allocation – Optimal Moderat |
-9.61%
Feb 2006 – Feb 2009 |
-1.81%
Feb 2004 – Feb 2009 |
3.54%
Oct 2013 – Oct 2023 |
3.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTAL PETROCHEMICALS USA INC. CAPITAL ACCUMULATION PLAN Strategic Asset Allocation – Optimal Moderat |
19.35%
Mar 2003 – Mar 2006 |
16.11%
Oct 2002 – Oct 2007 |
9.23%
Feb 2009 – Feb 2019 |
8.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart