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 Asset Allocation Composite Moderate | 5.38% | 20.06% | 11.83% | 5.22% | 9.51% | 7.87% | 8.19% | … | … |
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 Asset Allocation Composite 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 (%) | 0.28 | 20.06 | 11.83 | 5.22 | 9.51 | 7.87 | 8.19 | … | … | 5.38 | 17.03 | 5.21 | 9.84 | -12.16 | 7.04 | 7.32 | 23.06 | 0.12 | 24.41 | 8.08 | 0.77 | 2.92 | 13.60 | 12.39 | 1.50 | 11.01 | 18.41 | 0.39 | 5.79 | 10.63 | 6.17 | 10.17 | 17.21 | -2.87 | -4.15 |
| Sharpe Ratio | NA | 2.02 | 0.89 | 0.28 | 0.69 | NA | NA | … | … | 0.39 | 1.48 | 0.19 | 0.76 | -1.24 | 0.79 | 0.40 | 2.67 | -0.12 | 2.88 | 0.82 | 0.08 | 0.45 | 1.80 | 1.43 | 0.12 | 1.39 | 2.51 | -1.09 | 0.31 | 1.11 | 0.64 | 1.44 | 2.81 | -1.33 | -2.29 |
| Standard Deviation(%) | NA | 8.75 | 9.09 | 9.27 | 10.40 | NA | NA | … | … | 11.55 | 9.57 | 8.17 | 8.10 | 10.97 | 8.93 | 17.59 | 8.08 | 10.74 | 8.23 | 9.55 | 9.10 | 6.45 | 7.54 | 8.64 | 12.54 | 7.84 | 7.30 | 0.53 | 8.49 | 6.49 | 6.10 | 6.36 | 5.87 | 3.03 | 2.87 |
| Draw Down(%) | NA | 7.07 | 10.83 | 17.85 | 21.85 | NA | NA | … | … | 7.07 | 8.64 | 6.13 | 8.38 | 16.89 | 4.52 | 21.85 | 3.31 | 11.74 | 1.40 | 6.95 | 9.92 | 6.01 | 6.65 | 7.74 | 10.29 | 6.58 | 3.22 | 0.53 | 5.30 | 5.53 | 3.74 | 4.11 | 2.15 | 3.61 | 5.83 |
| Yield(%) | NA | 4.07 | 3.69 | 4.76 | 5.85 | NA | NA | … | … | NA | NA | 1.20 | 4.16 | 2.66 | 3.79 | 3.74 | 9.95 | 11.29 | 12.11 | 5.12 | 4.23 | 3.40 | 3.00 | 2.60 | 4.04 | 1.44 | 1.41 | 0.92 | 8.12 | 8.10 | 3.73 | 2.42 | 0.46 | 1.03 | 2.06 |
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 Asset Allocation Composite Moderate |
-0.04%
Apr 2021 – Apr 2024 |
3.12%
Dec 2019 – Dec 2024 |
5.80%
Oct 2013 – Oct 2023 |
6.67%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Coterra Energy 401K Plan Asset Allocation Composite Moderate |
15.30%
Dec 2016 – Dec 2019 |
13.58%
Feb 2016 – Feb 2021 |
10.07%
Jun 2009 – Jun 2019 |
9.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart