Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HALLIBURTON RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 34.52% | 11.96% | 11.86% | 8.81% | 9.78% | 10.08% | 9.12% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HALLIBURTON RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 (%) | -0.71 | 34.52 | 11.96 | 11.86 | 8.81 | 9.78 | 10.08 | 9.12 | NA | 22.40 | 24.04 | -7.70 | 16.13 | 5.34 | 18.97 | -5.45 | 10.58 | 10.29 | -1.49 | 9.06 | 18.02 | 13.52 | 4.43 | 11.88 | 17.60 | 2.50 | 9.18 | 14.93 | 7.77 | 14.33 | 13.59 | -4.93 | -4.97 |
| Sharpe Ratio | NA | 2.17 | 0.85 | 0.71 | 0.69 | NA | NA | 0.81 | 0.10 | 2.03 | 2.46 | -0.62 | 1.55 | 0.27 | 2.47 | -0.72 | 2.07 | 1.17 | -0.17 | 1.23 | 2.40 | 1.65 | 0.30 | 1.14 | 1.91 | 24.79 | 0.65 | 1.41 | 0.83 | 1.72 | 1.62 | -0.99 | -1.33 |
| Standard Deviation(%) | NA | 7.75 | 10.61 | 12.61 | 10.52 | NA | NA | 9.31 | 6.85 | 7.80 | 8.04 | 14.61 | 10.40 | 18.60 | 7.11 | 9.41 | 4.81 | 8.65 | 8.83 | 7.35 | 7.50 | 8.16 | 14.43 | 10.38 | 9.16 | 0.06 | 9.55 | 8.24 | 6.78 | 7.79 | 7.95 | 6.11 | 5.49 |
| Draw Down(%) | NA | 4.09 | 13.89 | 23.25 | 23.25 | NA | NA | 23.25 | 0.34 | 4.09 | 4.81 | 15.38 | 4.24 | 23.25 | 3.37 | 13.82 | 2.12 | 6.43 | 8.82 | 5.17 | 4.61 | 5.70 | 12.67 | 8.35 | 4.43 | 0.05 | 6.97 | 9.18 | 4.89 | 7.39 | 4.79 | 9.08 | 9.56 |
| Yield(%) | NA | 14.04 | 9.94 | 6.69 | 4.50 | NA | NA | 0.00 | NA | 8.06 | 12.89 | 6.39 | 2.62 | 1.88 | 2.42 | 1.68 | 2.63 | 3.35 | 2.04 | 1.88 | 2.33 | 2.98 | 2.67 | 3.90 | 3.44 | 2.55 | 3.66 | 3.18 | 3.41 | 3.35 | 3.51 | 3.09 | 3.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALLIBURTON RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
1.66%
Mar 2017 - Mar 2020 |
2.86%
Mar 2015 - Mar 2020 |
6.27%
Sep 2012 - Sep 2022 |
7.33%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALLIBURTON RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
15.48%
Apr 2003 - Apr 2006 |
14.21%
Jun 2009 - Jun 2014 |
11.98%
Jul 2003 - Jul 2013 |
10.59%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart