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401k Investor
Exxon Mobil Savings Plan
Exxon Mobil Savings Plan Asset Allocation Composite Moderate
Exxon Mobil Savings Plan Asset Allocation Composite Moderate
live (public) 0.38% May 16
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 | 37.05% |
General Bond | VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) | 0.20% | Common Asset | 1.11% |
US Equity | VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | 0.29% | Extended Market Units | 14.33% |
US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.11% | Equity Units | 13.40% |
International Equity | EFA (iShares MSCI EAFE ETF) | 0.22% | International Equity Units | 34.11% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/16/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Exxon Mobil Savings Plan Asset Allocation Composite Moderate | 4.9% | 13.9% | 1.4% | 6.1% | 5.7% | 6.9% |
VFINX (Vanguard (S&P 500) Index) | 11.7% | 29.3% | 9.9% | 14.8% | 13.0% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 17.4% | 3.9% | 8.5% | 8.0% | 9.8% |
* 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(%) | 0.9 | 4.9 | 13.9 | 1.4 | 6.1 | 5.7 | 6.9 | 6.8 | 6.7 | 14.6 | -16.5 | 10.1 | 12.6 | 19.0 | -5.4 | 13.7 | 8.9 | -3.1 | 4.9 | 17.1 | 12.3 | 0.1 | 7.8 | 10.5 | -2.6 | 5.9 | 11.3 | 5.8 | 9.1 | 19.2 | 1.3 | 1.7 |
Sharpe Ratio | NA | 0.43 | 1.25 | -0.1 | 0.48 | 0.55 | NA | NA | 0.66 | 1.23 | -1.59 | 1.16 | 1.15 | 2.54 | -0.75 | 2.99 | 1.27 | -0.44 | 0.7 | 2.31 | 1.45 | 0.01 | 0.8 | 1.32 | -0.29 | 0.31 | 1.06 | 0.56 | 1.08 | 2.79 | 0.06 | -0.21 |
Draw Down(%) | NA | 3.8 | 7.4 | 18.8 | 18.8 | 18.8 | NA | NA | 18.8 | 7.4 | 17.3 | 4.4 | 13.1 | 3.3 | 11.8 | 1.4 | 4.3 | 7.9 | 5.2 | 5.0 | 6.7 | 12.9 | 7.9 | 4.2 | 14.8 | 6.2 | 7.1 | 4.0 | 6.0 | 2.7 | 2.2 | 2.7 |
Standard Deviation(%) | NA | 8.2 | 8.1 | 9.3 | 9.4 | 8.3 | NA | NA | 8.5 | 8.4 | 11.2 | 8.7 | 10.7 | 6.9 | 9.0 | 4.4 | 6.9 | 7.2 | 6.9 | 7.4 | 8.5 | 15.2 | 9.7 | 7.9 | 12.1 | 9.6 | 7.6 | 6.5 | 7.6 | 6.6 | 2.7 | 2.9 |
Treynor Ratio | NA | 0.06 | 0.17 | -0.02 | 0.16 | 0.14 | NA | NA | 0.23 | 0.18 | -0.52 | 0.16 | 1.01 | 0.33 | -0.13 | 0.22 | 0.26 | -0.1 | 0.08 | 0.26 | 0.19 | 0.0 | 0.22 | 1.5 | -1.79 | 0.05 | 0.11 | 0.06 | 0.13 | 0.95 | -0.03 | 0.18 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | -0.05 | -0.02 | 0.04 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.05 | 0.0 | 0.0 |
Beta | NA | 0.58 | 0.6 | 0.43 | 0.28 | 0.32 | NA | NA | 0.24 | 0.58 | 0.34 | 0.61 | 0.12 | 0.53 | 0.52 | 0.59 | 0.33 | 0.33 | 0.58 | 0.65 | 0.64 | 0.64 | 0.35 | 0.07 | 0.02 | 0.58 | 0.72 | 0.59 | 0.63 | 0.19 | -0.06 | -0.03 |
RSquared | NA | 0.68 | 0.74 | 0.63 | 0.4 | 0.48 | NA | NA | 0.31 | 0.82 | 0.55 | 0.85 | 0.16 | 0.92 | 0.95 | 0.82 | 0.4 | 0.5 | 0.91 | 0.94 | 0.93 | 0.97 | 0.42 | 0.06 | 0.0 | 0.93 | 0.9 | 0.87 | 0.87 | 0.25 | 0.3 | 0.06 |
Sortino Ratio | NA | 0.62 | 1.87 | -0.13 | 0.64 | 0.74 | NA | NA | 0.9 | 1.84 | -2.0 | 1.65 | 1.48 | 3.77 | -0.95 | 4.75 | 1.71 | -0.58 | 0.96 | 3.35 | 2.21 | 0.01 | 1.14 | 1.9 | -0.37 | 0.41 | 1.6 | 0.82 | 1.51 | 4.51 | 0.08 | -0.29 |
Yield(%) | N/A | 0.83 | 3.14 | 2.31 | 2.18 | 2.09 | N/A | N/A | 1.85 | 3.12 | 1.72 | 1.42 | 2.04 | 2.29 | 2.03 | 1.95 | 2.48 | 1.28 | 2.22 | 1.33 | 2.76 | 2.16 | 2.22 | 2.33 | 2.31 | 1.93 | 2.21 | 2.14 | 0.92 | 0.84 | 0.0 | 0.0 |
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
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Exxon Mobil Savings Plan.