Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS SAVINGS PLAN Tactical Asset Allocation Moderate | -2.20% | 2.75% | 4.05% | 10.82% | 7.18% | 8.73% | 8.88% | 8.17% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONOCOPHILLIPS SAVINGS PLAN Tactical Asset Allocation 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 (%) | -1.07 | 2.75 | 4.05 | 10.82 | 7.18 | 8.73 | 8.88 | 8.17 | -2.20 | 9.73 | 17.26 | -13.89 | 16.46 | 16.68 | 20.07 | -5.15 | 14.34 | 8.92 | -1.52 | 10.48 | 17.76 | 14.33 | 4.73 | 13.61 | 11.06 | -0.36 | 9.51 | 13.44 | 9.40 | 14.51 | 12.01 | -3.32 | -3.07 |
| Sharpe Ratio | NA | 0.18 | 0.39 | 0.66 | 0.57 | NA | NA | 0.73 | 0.00 | 0.69 | 1.56 | -1.16 | 1.68 | 0.83 | 2.92 | -0.66 | 2.89 | 0.99 | -0.17 | 1.34 | 2.39 | 1.77 | 0.34 | 1.37 | 1.30 | -0.19 | 0.63 | 1.30 | 1.17 | 1.88 | 1.53 | -0.68 | -0.66 |
| Standard Deviation(%) | NA | 12.11 | 10.76 | 11.03 | 10.98 | NA | NA | 9.58 | 15.21 | 8.80 | 8.72 | 13.21 | 9.81 | 19.79 | 6.37 | 9.89 | 4.73 | 8.76 | 8.88 | 7.80 | 7.40 | 8.08 | 13.95 | 9.87 | 8.44 | 6.98 | 10.13 | 7.68 | 6.11 | 7.20 | 7.40 | 6.54 | 8.29 |
| Draw Down(%) | NA | 14.10 | 14.10 | 18.83 | 22.01 | NA | NA | 22.01 | 11.82 | 5.72 | 7.28 | 18.79 | 4.10 | 22.01 | 2.98 | 13.72 | 1.95 | 6.44 | 9.97 | 5.51 | 5.50 | 5.63 | 11.33 | 8.09 | 4.02 | 8.44 | 7.36 | 8.46 | 3.98 | 7.37 | 5.96 | 7.72 | 11.84 |
| Yield(%) | NA | 7.22 | 4.86 | 4.86 | 4.08 | NA | NA | 0.00 | NA | 1.32 | 7.68 | 3.24 | 3.18 | 5.35 | 5.54 | 1.37 | 3.02 | 2.94 | 4.66 | 4.00 | 2.84 | 4.51 | 2.70 | 4.59 | 5.28 | 4.65 | 8.41 | 6.45 | 5.00 | 2.53 | 3.73 | 5.24 | 7.42 |
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 |
|---|---|---|---|---|
| CONOCOPHILLIPS SAVINGS PLAN Tactical Asset Allocation Moderate |
3.30%
Apr 2021 - Apr 2024 |
3.66%
Mar 2015 - Mar 2020 |
6.78%
Oct 2013 - Oct 2023 |
7.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONOCOPHILLIPS SAVINGS PLAN Tactical Asset Allocation Moderate |
17.72%
Dec 2018 - Dec 2021 |
13.28%
Feb 2003 - Feb 2008 |
11.18%
Jul 2003 - Jul 2013 |
10.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart