Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate | -1.53% | 8.37% | 7.69% | 2.46% | 6.21% | 6.19% | 7.40% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate | 12/31/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.16 | 8.37 | 7.69 | 2.46 | 6.21 | 6.19 | 7.40 | … | … | -1.53 | 11.84 | 4.16 | 8.03 | -16.73 | 12.82 | 13.04 | 18.88 | -4.65 | 13.50 | 9.88 | -4.28 | 11.12 | 12.38 | 11.73 | 2.94 | 8.57 | 25.65 | 5.05 | 4.16 | 14.74 | 9.05 | 12.74 | 21.54 | 12.41 | 8.63 |
| Sharpe Ratio | NA | 0.65 | 0.61 | 0.02 | 0.58 | NA | NA | … | … | 0.28 | 0.91 | 0.05 | 0.62 | -1.84 | 1.60 | 1.59 | 2.85 | -0.72 | 2.88 | 1.49 | -0.62 | 1.87 | 1.78 | 1.62 | 0.21 | 0.91 | 2.66 | 0.53 | 0.10 | 1.70 | 1.04 | 1.76 | 3.27 | 2.58 | 1.62 |
| Standard Deviation(%) | NA | 10.07 | 10.53 | 9.75 | 8.61 | NA | NA | … | … | 12.19 | 9.86 | 11.85 | 7.10 | 9.85 | 8.01 | 8.07 | 6.11 | 8.40 | 4.46 | 6.50 | 6.94 | 5.95 | 6.95 | 7.22 | 14.09 | 9.32 | 9.60 | 7.76 | 10.30 | 6.67 | 6.49 | 6.68 | 6.37 | 4.37 | 3.84 |
| Draw Down(%) | NA | 8.28 | 10.53 | 20.16 | 20.16 | NA | NA | … | … | 8.28 | 9.31 | 7.35 | 6.37 | 17.19 | 4.03 | 10.48 | 3.09 | 10.34 | 1.84 | 4.20 | 8.30 | 4.12 | 6.83 | 5.86 | 11.86 | 7.69 | 3.70 | 5.04 | 6.39 | 4.71 | 3.81 | 5.15 | 3.18 | 2.37 | 2.38 |
| Yield(%) | NA | 3.82 | 3.18 | 3.31 | 3.86 | NA | NA | … | … | NA | NA | 0.25 | 4.38 | 3.41 | 1.34 | 2.55 | 5.08 | 4.47 | 4.81 | 6.67 | 1.87 | 4.77 | 3.61 | 3.06 | 3.91 | 4.99 | 5.58 | 4.76 | 6.69 | 5.94 | 4.83 | 2.84 | 3.77 | 7.57 | 7.35 |
Data as of 03/31/2026, 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 |
|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate |
-2.14%
Dec 2021 – Dec 2024 |
2.46%
Mar 2021 – Mar 2026 |
4.67%
Oct 2013 – Oct 2023 |
6.16%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate |
15.66%
Mar 2003 – Mar 2006 |
14.66%
May 2002 – May 2007 |
12.59%
Apr 2001 – Apr 2011 |
10.56%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart