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401k Investor
Exxon Mobil Savings Plan
Exxon Mobil Savings Plan Strategic Asset Allocation - Equal Weight Moderate
Exxon Mobil Savings Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.83% May 02
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | AGG (iShares Core U.S. Aggregate Bond ETF) | 0.12% | Bond Units | 35.23% |
US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.11% | Equity Units | 16.42% |
US Equity | VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | 0.29% | Extended Market Units | 17.04% |
International Equity | EFA (iShares MSCI EAFE ETF) | 0.22% | International Equity Units | 31.22% |
CASH | CASH (CASH) | 0.0% | Money Market | 0.09% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/02/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Exxon Mobil Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 2.3% | 13.0% | 3.2% | 7.1% | 5.6% | 7.7% |
VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 0.6 | 2.3 | 13.0 | 3.2 | 7.1 | 5.6 | 7.7 | 6.3 | 5.9 | 16.3 | -10.8 | 9.5 | 12.1 | 18.6 | -6.9 | 11.9 | 5.5 | 0.2 | 2.7 | 17.2 | 12.7 | -2.7 | 11.6 | 21.1 | -23.1 | 7.9 | 14.2 | 6.8 | 12.0 | 23.4 | -8.5 | -2.1 |
Sharpe Ratio | NA | 0.13 | 1.11 | 0.09 | 0.44 | 0.43 | NA | NA | 0.4 | 1.41 | -0.89 | 1.14 | 0.61 | 2.48 | -0.89 | 2.46 | 0.56 | 0.02 | 0.29 | 2.14 | 1.35 | -0.16 | 0.81 | 1.16 | -1.03 | 0.44 | 1.31 | 0.68 | 1.32 | 2.5 | -0.75 | -0.34 |
Draw Down(%) | NA | 3.8 | 7.5 | 18.1 | 22.6 | 22.6 | NA | NA | 38.0 | 7.5 | 17.1 | 4.4 | 22.6 | 3.5 | 13.1 | 1.9 | 7.3 | 8.7 | 6.2 | 5.7 | 7.9 | 15.6 | 11.1 | 17.9 | 33.3 | 7.1 | 8.5 | 4.4 | 6.2 | 8.1 | 16.4 | 17.2 |
Standard Deviation(%) | NA | 8.6 | 8.3 | 10.5 | 12.4 | 10.5 | NA | NA | 12.1 | 8.5 | 13.8 | 8.3 | 19.5 | 6.9 | 9.2 | 4.6 | 9.4 | 9.4 | 9.3 | 8.0 | 9.4 | 17.1 | 14.2 | 18.2 | 23.4 | 10.9 | 8.4 | 6.8 | 8.4 | 9.1 | 12.7 | 13.1 |
Treynor Ratio | NA | 0.02 | 0.15 | 0.02 | 0.1 | 0.08 | NA | NA | 0.08 | 0.2 | -0.22 | 0.16 | 0.22 | 0.32 | -0.16 | 0.19 | 0.08 | 0.0 | 0.04 | 0.25 | 0.18 | -0.04 | 0.15 | 0.33 | -0.43 | 0.07 | 0.14 | 0.08 | 0.17 | 0.47 | -0.21 | -0.08 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.04 | 0.01 | 0.01 |
Beta | NA | 0.61 | 0.62 | 0.56 | 0.55 | 0.56 | NA | NA | 0.59 | 0.59 | 0.55 | 0.58 | 0.54 | 0.53 | 0.52 | 0.59 | 0.67 | 0.57 | 0.64 | 0.69 | 0.7 | 0.72 | 0.76 | 0.64 | 0.56 | 0.65 | 0.77 | 0.6 | 0.67 | 0.49 | 0.46 | 0.59 |
RSquared | NA | 0.71 | 0.77 | 0.87 | 0.9 | 0.89 | NA | NA | 0.89 | 0.82 | 0.92 | 0.84 | 0.93 | 0.91 | 0.92 | 0.74 | 0.88 | 0.87 | 0.6 | 0.91 | 0.9 | 0.95 | 0.94 | 0.94 | 0.95 | 0.9 | 0.86 | 0.82 | 0.79 | 0.83 | 0.88 | 0.92 |
Sortino Ratio | NA | 0.18 | 1.66 | 0.12 | 0.6 | 0.58 | NA | NA | 0.55 | 2.13 | -1.23 | 1.63 | 0.79 | 3.65 | -1.12 | 3.8 | 0.76 | 0.02 | 0.4 | 3.09 | 2.04 | -0.21 | 1.16 | 1.66 | -1.38 | 0.6 | 1.99 | 1.0 | 1.87 | 3.9 | -1.08 | -0.48 |
Yield(%) | N/A | 0.78 | 3.19 | 2.27 | 2.21 | 2.13 | N/A | N/A | 2.33 | 3.23 | 1.54 | 1.47 | 1.74 | 2.67 | 1.64 | 0.2 | 3.09 | 2.75 | 2.62 | 1.94 | 2.69 | 2.46 | 2.4 | 2.76 | 2.22 | 2.86 | 2.59 | 2.41 | 1.74 | 1.72 | 2.4 | 3.78 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 3 major asset classes: Fixed Income, Foreign Equity, US Equity
that are covered in Exxon Mobil Savings Plan. It then selects one or two funds for each of the 3 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 7 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.