Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 0.92% | 5.08% | 5.74% | 10.18% | 5.81% | 6.57% | 6.19% | 6.01% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.72 | 5.08 | 5.74 | 10.18 | 5.81 | 6.57 | 6.19 | 6.01 | 0.92 | 8.33 | 16.32 | -10.85 | 9.50 | 12.10 | 18.61 | -6.92 | 11.92 | 5.49 | 0.19 | 2.69 | 17.22 | 12.68 | -2.71 | 11.56 | 21.07 | -23.12 | 7.86 | 14.24 | 6.77 | 12.03 | 23.37 | -8.46 | -2.12 |
| Sharpe Ratio | NA | 0.57 | 0.55 | 0.61 | 0.45 | NA | NA | 0.41 | 0.33 | 0.55 | 1.48 | -0.89 | 1.14 | 0.61 | 2.47 | -0.90 | 2.45 | 0.56 | 0.02 | 0.29 | 2.14 | 1.35 | -0.16 | 0.81 | 1.15 | -1.03 | 0.43 | 1.29 | 0.67 | 1.31 | 2.50 | -0.76 | -0.35 |
| Standard Deviation(%) | NA | 11.02 | 10.52 | 10.54 | 10.79 | NA | NA | 12.02 | 13.38 | 8.61 | 8.53 | 13.80 | 8.28 | 19.48 | 6.94 | 9.24 | 4.59 | 9.40 | 9.44 | 9.34 | 8.02 | 9.35 | 17.14 | 14.18 | 18.16 | 23.40 | 10.93 | 8.36 | 6.78 | 8.40 | 9.08 | 12.70 | 13.05 |
| Draw Down(%) | NA | 9.62 | 9.77 | 18.14 | 22.61 | NA | NA | 38.04 | 9.62 | 4.83 | 7.46 | 17.08 | 4.43 | 22.61 | 3.48 | 13.09 | 1.86 | 7.34 | 8.66 | 6.23 | 5.68 | 7.89 | 15.60 | 11.08 | 17.87 | 33.33 | 7.14 | 8.55 | 4.41 | 6.22 | 8.08 | 16.39 | 17.24 |
| Yield(%) | NA | 3.20 | 2.32 | 2.23 | 2.15 | NA | NA | 2.34 | NA | 0.83 | 3.23 | 1.54 | 1.47 | 1.74 | 2.67 | 1.64 | 0.20 | 3.09 | 2.75 | 2.62 | 1.94 | 2.69 | 2.46 | 2.40 | 2.76 | 2.22 | 2.86 | 2.59 | 2.41 | 1.74 | 1.72 | 2.40 | 3.78 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.97%
Feb 2006 - Feb 2009 |
-0.73%
Feb 2004 - Feb 2009 |
4.47%
May 2007 - May 2017 |
4.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
17.19%
Mar 2003 - Mar 2006 |
14.87%
Feb 2009 - Feb 2014 |
9.14%
Feb 2009 - Feb 2019 |
8.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart