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Exxon Mobil Savings Plan
Exxon Mobil Savings Plan Asset Allocation Composite Moderate
Exxon Mobil Savings Plan Asset Allocation Composite Moderate
live (public) 0.53% February 28
Delayed
Holdings (As of 10/31/2024)
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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) | 0.02% | Bond Units | 39.84% |
| US Equity | VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | 1.43% | Extended Market Units | 13.65% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.85% | Equity Units | 14.05% |
| CASH | CASH (CASH) | 0.0% | Money Market | 0.12% |
| International Equity | EFA (iShares MSCI EAFE ETF) | 0.61% | International Equity Units | 32.34% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
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 | 3.1% | 15.6% | 3.6% | 5.5% | 5.2% | 6.3% |
| VFINX (Vanguard (S&P 500) Index) | 7.4% | 14.8% | 19.6% | 16.6% | 13.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 11.0% | 12.0% | 9.0% | 8.5% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 1.4 | 3.1 | 15.6 | 3.6 | 5.5 | 5.2 | 6.3 | 6.3 | 6.8 | 6.9 | 6.0 | 7.2 | 14.9 | -13.4 | 8.2 | 7.9 | 16.1 | -6.4 | 14.6 | 5.2 | -0.3 | 3.0 | 15.3 | 12.4 | -1.1 | 11.7 | 13.2 | 0.9 | 7.4 | 14.0 | 7.4 | 10.2 | 16.5 | -9.7 | -5.3 |
| Sharpe Ratio | NA | 0.35 | 0.32 | 0.1 | 0.3 | 0.32 | NA | NA | NA | NA | 0.5 | 0.08 | 1.28 | -1.03 | 1.0 | 0.42 | 2.25 | -0.9 | 3.24 | 0.52 | -0.04 | 0.44 | 2.02 | 1.36 | -0.07 | 0.99 | 1.43 | -0.86 | 0.45 | 1.35 | 0.8 | 1.17 | 2.01 | -1.85 | -1.01 |
| Draw Down(%) | NA | 1.8 | 4.4 | 16.1 | 21.3 | 21.4 | NA | NA | NA | NA | 22.7 | 4.2 | 7.5 | 20.0 | 4.4 | 21.4 | 3.4 | 12.4 | 1.3 | 6.9 | 8.8 | 5.9 | 5.9 | 7.7 | 13.5 | 9.1 | 4.1 | 0.1 | 6.3 | 7.7 | 4.0 | 6.1 | 6.5 | 10.5 | 12.5 |
| Standard Deviation(%) | NA | 7.6 | 8.1 | 10.5 | 12.2 | 10.3 | NA | NA | NA | NA | 9.4 | 8.2 | 8.3 | 14.4 | 8.1 | 18.4 | 6.5 | 8.6 | 4.3 | 9.5 | 9.1 | 6.9 | 7.5 | 9.0 | 15.9 | 11.7 | 9.2 | 0.1 | 9.8 | 7.9 | 6.5 | 7.9 | 7.9 | 5.9 | 7.6 |
| Treynor Ratio | NA | 0.05 | 0.05 | 0.02 | 0.07 | 0.06 | NA | NA | NA | NA | 0.13 | 0.01 | 0.19 | -0.26 | 0.14 | 0.15 | 0.3 | -0.16 | 0.26 | 0.07 | -0.01 | 0.05 | 0.24 | 0.18 | -0.02 | 0.21 | 0.86 | -13.42 | 0.08 | 0.15 | 0.09 | 0.15 | 0.45 | -1.12 | -0.4 |
| Alpha | NA | 0.05 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | NA | NA | 0.01 | -0.03 | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.02 | 0.04 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.03 | -0.04 | -0.02 |
| Beta | NA | 0.49 | 0.52 | 0.56 | 0.53 | 0.53 | NA | NA | NA | NA | 0.36 | 0.54 | 0.56 | 0.57 | 0.57 | 0.51 | 0.48 | 0.48 | 0.54 | 0.67 | 0.54 | 0.56 | 0.64 | 0.67 | 0.66 | 0.57 | 0.15 | 0.0 | 0.57 | 0.72 | 0.56 | 0.63 | 0.35 | 0.1 | 0.19 |
| RSquared | NA | 0.73 | 0.7 | 0.83 | 0.86 | 0.86 | NA | NA | NA | NA | 0.55 | 0.68 | 0.77 | 0.9 | 0.84 | 0.9 | 0.85 | 0.9 | 0.69 | 0.87 | 0.86 | 0.85 | 0.89 | 0.89 | 0.95 | 0.76 | 0.21 | 0.0 | 0.87 | 0.83 | 0.77 | 0.77 | 0.57 | 0.18 | 0.29 |
| Sortino Ratio | NA | 0.52 | 0.44 | 0.15 | 0.41 | 0.43 | NA | NA | NA | NA | 0.69 | 0.11 | 1.94 | -1.41 | 1.4 | 0.53 | 3.3 | -1.14 | 5.36 | 0.7 | -0.05 | 0.6 | 2.9 | 2.07 | -0.09 | 1.46 | 2.06 | -0.92 | 0.6 | 2.05 | 1.2 | 1.64 | 3.14 | -2.36 | -1.32 |
| Yield(%) | N/A | N/A | 2.7 | 2.3 | 2.5 | 2.7 | 3.7 | 3.7 | 4.8 | 4.8 | 0.0 | 2.8 | 2.5 | 1.6 | 2.0 | 1.9 | 2.8 | 2.2 | 2.2 | 2.4 | 1.8 | 2.5 | 1.8 | 2.9 | 2.5 | 1.6 | 2.4 | 0.9 | 3.3 | 3.2 | 2.7 | 1.3 | 1.0 | 1.2 | 2.4 |
| Dividend Growth(%) | N/A | N/A | 19.4 | 18.1 | 23.8 | 76.6 | N/A | N/A | N/A | N/A | N/A | 27.9 | 36.7 | -14.5 | 13.3 | -21.0 | 19.1 | 14.5 | -1.4 | 32.6 | -26.9 | 59.5 | -30.3 | 16.2 | 75.0 | -24.2 | 161.7 | -70.2 | 16.6 | 29.6 | 123.6 | 50.4 | -21.4 | -54.0 | 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.
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