Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Coterra Energy 401K Plan Tactical Asset Allocation Moderate | 3.66% | 11.50% | 10.90% | 5.00% | 8.74% | 7.89% | 8.73% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Coterra Energy 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| 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 | 11.50 | 10.90 | 5.00 | 8.74 | 7.89 | 8.73 | … | … | 3.66 | 7.72 | 8.98 | 13.50 | -11.94 | 11.86 | 20.25 | 14.48 | -2.97 | 10.95 | 10.65 | -0.45 | 11.94 | 18.04 | 11.37 | -0.81 | 16.89 | 21.95 | 3.05 | 5.60 | 8.61 | 5.67 | 10.42 | 16.09 | -12.65 | 2.31 |
| Sharpe Ratio | NA | 1.18 | 0.73 | 0.26 | 0.69 | NA | NA | … | … | 0.20 | 0.51 | 0.59 | 1.25 | -1.27 | 1.02 | 1.75 | 1.95 | -0.41 | 1.97 | 1.22 | -0.05 | 1.35 | 2.36 | 1.45 | -0.06 | 1.53 | 2.27 | 0.72 | 0.29 | 0.81 | 0.55 | 1.35 | 2.44 | -1.77 | -2.43 |
| Standard Deviation(%) | NA | 8.76 | 9.41 | 9.55 | 9.44 | NA | NA | … | … | 12.86 | 9.40 | 9.13 | 7.86 | 10.51 | 11.60 | 11.45 | 6.66 | 10.70 | 5.23 | 8.56 | 8.83 | 8.83 | 7.64 | 7.81 | 14.99 | 11.00 | 9.62 | 2.90 | 8.52 | 6.40 | 6.23 | 7.02 | 6.31 | 7.80 | 0.05 |
| Draw Down(%) | NA | 8.17 | 14.34 | 14.34 | 14.72 | NA | NA | … | … | 8.17 | 11.36 | 6.19 | 6.48 | 13.36 | 6.29 | 10.66 | 3.95 | 14.72 | 2.32 | 7.12 | 8.18 | 4.84 | 4.83 | 5.63 | 14.36 | 7.40 | 4.17 | 3.39 | 5.56 | 6.01 | 4.11 | 5.55 | 3.50 | 14.36 | 0.00 |
| Yield(%) | NA | 4.96 | 4.33 | 3.82 | 5.10 | NA | NA | … | … | NA | NA | 0.96 | 4.96 | 2.79 | 5.23 | 4.35 | 2.69 | 10.55 | 7.13 | 3.06 | 4.60 | 7.49 | 3.59 | 2.36 | 4.74 | 1.39 | 2.91 | 2.08 | 2.11 | 7.97 | 3.62 | 2.71 | 0.90 | 0.77 | 2.31 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Coterra Energy 401K Plan Tactical Asset Allocation Moderate |
0.93%
Jul 2001 – Jul 2004 |
3.75%
Jul 2001 – Jul 2006 |
6.50%
Mar 2015 – Mar 2025 |
7.22%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Coterra Energy 401K Plan Tactical Asset Allocation Moderate |
16.87%
Apr 2008 – Apr 2011 |
13.81%
Nov 2008 – Nov 2013 |
11.19%
Aug 2008 – Aug 2018 |
10.31%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart