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Coterra Energy 401K Plan
Coterra Energy 401K Plan Asset Allocation Composite Moderate
Coterra Energy 401K Plan Asset Allocation Composite Moderate
live (public) 0.04% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | FIBUX (Fidelity Flex U.S. Bond Index Fund) | 0.0% | Fidelity Flex U.S. Bond Index Fund | 39.67% |
| US Equity | BGFIX (WILLIAM BLAIR GROWTH FUND CLASS I) | 0.21% | WILLIAM BLAIR GROWTH FUND CLASS I | 14.34% |
| US Equity | FSSNX (FIDELITY SMALL CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.55% | FIDELITY SMALL CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS | 13.37% |
| International Equity | FSGGX (FIDELITY GLOBAL EX U.S. INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.21% | FIDELITY GLOBAL EX U.S. INDEX FUND INSTITUTIONAL PREMIUM CLASS | 17.18% |
| International Equity | ACWX (iShares MSCI ACWI ex U.S. ETF) | 0.21% | iShares MSCI ACWI ex U.S. ETF | 17.11% |
| US Equity | FXAIX (Fidelity 500 Index Fund) | 0.27% | Fidelity 500 Index Fund | 12.65% |
| CASH | CASH (CASH) | 0.0% | CASH | -14.32% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Coterra Energy 401K Plan Asset Allocation Composite Moderate | 4.8% | 20.1% | 11.8% | 5.2% | 9.5% | 7.9% |
| VFINX (Vanguard (S&P 500) Index) | 9.1% | 24.3% | 21.1% | 13.3% | 15.3% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 16.4% | 14.1% | 7.3% | 9.6% | 9.3% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 0.3 | 4.8 | 20.1 | 11.8 | 5.2 | 9.5 | 7.9 | 8.2 | 7.6 | 17.0 | 5.2 | 9.8 | -12.2 | 7.0 | 7.3 | 23.1 | 0.1 | 24.4 | 8.1 | 0.8 | 2.9 | 13.6 | 12.4 | 1.5 | 11.0 | 18.4 | 0.4 | 5.8 | 10.6 | 6.2 | 10.2 | 17.2 | -2.9 | -4.1 |
| Sharpe Ratio | NA | 0.39 | 2.02 | 0.89 | 0.28 | 0.69 | NA | NA | 0.73 | 1.48 | 0.19 | 0.76 | -1.24 | 0.79 | 0.4 | 2.67 | -0.12 | 2.88 | 0.82 | 0.08 | 0.45 | 1.8 | 1.43 | 0.12 | 1.39 | 2.51 | -1.09 | 0.31 | 1.11 | 0.64 | 1.44 | 2.81 | -1.33 | -2.29 |
| Draw Down(%) | NA | 7.1 | 7.1 | 10.8 | 17.8 | 21.9 | NA | NA | 21.9 | 8.6 | 6.1 | 8.4 | 16.9 | 4.5 | 21.9 | 3.3 | 11.7 | 1.4 | 6.9 | 9.9 | 6.0 | 6.6 | 7.7 | 10.3 | 6.6 | 3.2 | 0.5 | 5.3 | 5.5 | 3.7 | 4.1 | 2.2 | 3.6 | 5.8 |
| Standard Deviation(%) | NA | 11.5 | 8.8 | 9.1 | 9.3 | 10.4 | NA | NA | 8.6 | 9.6 | 8.2 | 8.1 | 11.0 | 8.9 | 17.6 | 8.1 | 10.7 | 8.2 | 9.5 | 9.1 | 6.4 | 7.5 | 8.6 | 12.5 | 7.8 | 7.3 | 0.5 | 8.5 | 6.5 | 6.1 | 6.4 | 5.9 | 3.0 | 2.9 |
| Treynor Ratio | NA | 0.06 | 0.3 | 0.15 | 0.05 | 0.15 | NA | NA | 0.2 | 0.31 | 0.03 | 0.12 | -0.33 | 0.12 | 0.15 | 0.48 | -0.02 | 0.45 | 0.12 | 0.01 | 0.06 | 0.22 | 0.19 | 0.03 | 0.29 | 1.47 | -14.29 | 0.05 | 0.12 | 0.07 | 0.17 | 0.75 | -1.41 | -1.13 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.02 | 0.03 | -0.03 | -0.02 | -0.02 | -0.03 | -0.01 | 0.03 | 0.01 | 0.05 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.02 | 0.06 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.04 | -0.01 | -0.02 |
| Beta | NA | 0.72 | 0.59 | 0.53 | 0.48 | 0.49 | NA | NA | 0.32 | 0.46 | 0.55 | 0.53 | 0.41 | 0.59 | 0.48 | 0.45 | 0.52 | 0.52 | 0.64 | 0.53 | 0.52 | 0.63 | 0.64 | 0.51 | 0.38 | 0.12 | 0.0 | 0.51 | 0.62 | 0.55 | 0.54 | 0.22 | 0.03 | 0.06 |
| RSquared | NA | 0.77 | 0.7 | 0.74 | 0.76 | 0.72 | NA | NA | 0.49 | 0.8 | 0.71 | 0.73 | 0.83 | 0.76 | 0.9 | 0.47 | 0.66 | 0.17 | 0.78 | 0.8 | 0.83 | 0.85 | 0.88 | 0.91 | 0.77 | 0.22 | 0.0 | 0.92 | 0.91 | 0.85 | 0.9 | 0.41 | 0.06 | 0.19 |
| Sortino Ratio | NA | 0.57 | 3.02 | 1.28 | 0.39 | 0.99 | NA | NA | 1.04 | 2.14 | 0.27 | 1.11 | -1.68 | 1.1 | 0.51 | 5.13 | -0.18 | 8.82 | 1.16 | 0.12 | 0.61 | 2.54 | 2.18 | 0.16 | 2.05 | 3.78 | -1.06 | 0.42 | 1.68 | 0.91 | 2.1 | 4.76 | -1.62 | -2.57 |
| Yield(%) | N/A | 0.3 | 7.7 | 4.8 | 4.0 | 8.8 | 9.0 | 11.6 | 0.0 | 8.0 | 1.6 | 4.2 | 2.7 | 3.8 | 3.7 | 10.0 | 11.3 | 12.1 | 5.1 | 4.2 | 3.4 | 3.0 | 2.6 | 4.0 | 1.4 | 1.4 | 0.9 | 8.1 | 8.1 | 3.7 | 2.4 | 0.5 | 1.0 | 2.1 |
| Dividend Growth(%) | N/A | -95.9 | 437.3 | 35.1 | -29.7 | 252.0 | N/A | N/A | N/A | 414.7 | -57.1 | 37.4 | -24.6 | 7.6 | -53.4 | -12.2 | 16.1 | 159.2 | 21.0 | 28.8 | 26.3 | 29.6 | -34.2 | 209.2 | 22.1 | 54.9 | -88.1 | 10.5 | 133.2 | 68.9 | 509.1 | -56.0 | -52.2 | 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 Coterra Energy 401K Plan
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