Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 2.37% | 4.49% | 4.30% | 6.48% | 4.97% | 6.46% | 5.86% | 6.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 05/02/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.55 | 4.49 | 4.30 | 6.48 | 4.97 | 6.46 | 5.86 | 6.42 | 2.37 | 5.24 | 12.57 | -10.57 | 10.32 | 9.18 | 17.24 | -6.42 | 11.25 | 6.64 | -2.11 | 7.81 | 14.35 | 9.52 | 2.06 | 12.23 | 20.68 | -16.74 | 8.01 | 7.77 | 4.20 | 9.83 | 19.74 | 0.78 | 6.99 |
| Sharpe Ratio | NA | -0.27 | 0.07 | 0.52 | 0.31 | NA | NA | 0.51 | 0.05 | -0.17 | 1.08 | -1.00 | 1.28 | 0.46 | 2.57 | -0.90 | 2.16 | 0.78 | -0.25 | 1.15 | 2.27 | 1.46 | 0.17 | 1.28 | 1.38 | -0.96 | 0.66 | 0.80 | 0.37 | 1.45 | 2.67 | -0.04 | 0.58 |
| Standard Deviation(%) | NA | 9.84 | 9.61 | 9.58 | 10.04 | NA | NA | 9.73 | 12.74 | 7.78 | 7.70 | 11.95 | 8.06 | 19.25 | 6.16 | 8.56 | 4.91 | 8.24 | 8.48 | 6.80 | 6.30 | 6.48 | 11.71 | 9.50 | 14.95 | 18.41 | 7.63 | 5.60 | 5.51 | 6.11 | 7.13 | 9.16 | 8.01 |
| Draw Down(%) | NA | 12.20 | 12.20 | 16.15 | 22.84 | NA | NA | 28.70 | 10.69 | 5.54 | 7.03 | 16.06 | 4.35 | 22.84 | 3.09 | 11.92 | 2.38 | 6.36 | 9.60 | 4.83 | 5.18 | 5.23 | 10.72 | 7.72 | 15.15 | 27.06 | 4.87 | 4.64 | 3.55 | 4.53 | 4.63 | 10.75 | 8.36 |
| Yield(%) | NA | 3.41 | 3.09 | 2.69 | 2.66 | NA | NA | 3.34 | NA | 0.65 | 3.73 | 2.87 | 2.12 | 1.86 | 2.52 | 2.10 | 0.60 | 3.76 | 3.45 | 3.61 | 2.85 | 3.08 | 3.01 | 3.02 | 2.76 | 3.35 | 8.33 | 4.56 | 3.94 | 2.48 | 3.12 | 4.21 | 4.88 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.84%
Feb 2006 - Feb 2009 |
-0.59%
Feb 2004 - Feb 2009 |
4.41%
Oct 2013 - Oct 2023 |
4.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.93%
Feb 2009 - Feb 2012 |
14.31%
Feb 2009 - Feb 2014 |
9.15%
Feb 2009 - Feb 2019 |
8.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart