Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 31.15% | 8.20% | 9.86% | 6.55% | 6.11% | 6.63% | 6.72% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.89 | 31.15 | 8.20 | 9.86 | 6.55 | 6.11 | 6.63 | 6.72 | NA | 20.39 | 17.80 | -8.31 | 4.52 | 17.14 | 6.40 | -1.75 | 13.71 | 6.56 | -5.31 | 0.24 | 14.18 | 6.49 | 2.08 | 2.49 | 14.18 | 2.10 | 8.32 | 11.77 | 2.55 | 9.03 | 17.63 | -0.06 | 0.69 |
| Sharpe Ratio | NA | 1.76 | 0.60 | 0.77 | 0.66 | NA | NA | 0.73 | 0.09 | 1.53 | 1.73 | -0.95 | 0.45 | 1.72 | 1.10 | -0.39 | 2.36 | 1.34 | -0.94 | 0.03 | 1.99 | 1.32 | 0.22 | 0.25 | 2.31 | 0.21 | 0.57 | 1.07 | 0.07 | 1.22 | 3.13 | -0.47 | -1.68 |
| Standard Deviation(%) | NA | 8.97 | 9.11 | 9.45 | 7.84 | NA | NA | 7.20 | 10.56 | 9.00 | 7.83 | 10.25 | 10.06 | 9.81 | 4.54 | 7.85 | 5.53 | 4.73 | 5.68 | 6.53 | 7.09 | 4.89 | 9.29 | 9.72 | 6.11 | 5.70 | 9.32 | 7.92 | 5.74 | 6.62 | 5.41 | 2.49 | 0.97 |
| Draw Down(%) | NA | 5.59 | 13.51 | 14.65 | 14.65 | NA | NA | 14.65 | 0.86 | 5.59 | 4.76 | 13.51 | 6.67 | 9.16 | 3.96 | 9.18 | 2.74 | 3.55 | 7.25 | 5.67 | 4.55 | 4.42 | 8.96 | 9.79 | 2.46 | 4.69 | 6.97 | 9.33 | 5.30 | 6.21 | 2.77 | 3.51 | 1.07 |
| Yield(%) | NA | 14.11 | 10.59 | 7.53 | 4.97 | NA | NA | 4.06 | NA | 4.25 | 13.24 | 9.37 | 3.68 | 2.20 | 4.57 | 2.56 | 0.48 | 3.51 | 3.16 | 1.94 | 2.31 | 4.14 | 3.04 | 3.62 | 4.50 | 3.59 | 5.63 | 5.67 | 2.65 | 2.12 | 2.32 | 1.76 | 3.10 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
0.34%
Feb 2014 - Feb 2017 |
2.31%
Feb 2014 - Feb 2019 |
3.86%
Mar 2010 - Mar 2020 |
4.44%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCP MIDSTREAM LP 401K AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
11.63%
Apr 2003 - Apr 2006 |
10.88%
Nov 2019 - Nov 2024 |
7.66%
Apr 2003 - Apr 2013 |
7.23%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart