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 Asset Allocation Composite Moderate | NA | 15.62% | 3.63% | 5.47% | 5.22% | 6.27% | 6.92% | 6.29% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Exxon Mobil Savings Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.40 | 15.62 | 3.63 | 5.47 | 5.22 | 6.27 | 6.92 | 6.29 | NA | 7.23 | 14.88 | -13.40 | 8.16 | 7.90 | 16.05 | -6.42 | 14.61 | 5.15 | -0.32 | 3.03 | 15.29 | 12.38 | -1.09 | 11.75 | 13.22 | 0.87 | 7.39 | 13.98 | 7.39 | 10.23 | 16.49 | -9.73 | -5.33 |
| Sharpe Ratio | NA | 0.32 | 0.10 | 0.30 | 0.32 | NA | NA | 0.50 | 0.35 | 0.08 | 1.28 | -1.03 | 1.00 | 0.42 | 2.25 | -0.90 | 3.24 | 0.52 | -0.04 | 0.44 | 2.02 | 1.36 | -0.07 | 0.99 | 1.43 | -0.86 | 0.45 | 1.35 | 0.80 | 1.17 | 2.01 | -1.85 | -1.01 |
| Standard Deviation(%) | NA | 8.07 | 10.55 | 12.20 | 10.28 | NA | NA | 9.42 | 7.65 | 8.24 | 8.33 | 14.42 | 8.12 | 18.43 | 6.50 | 8.56 | 4.32 | 9.49 | 9.07 | 6.92 | 7.54 | 9.04 | 15.93 | 11.73 | 9.15 | 0.07 | 9.83 | 7.93 | 6.49 | 7.93 | 7.85 | 5.86 | 7.57 |
| Draw Down(%) | NA | 4.42 | 16.13 | 21.30 | 21.38 | NA | NA | 22.73 | 1.80 | 4.18 | 7.45 | 20.03 | 4.41 | 21.38 | 3.43 | 12.43 | 1.27 | 6.92 | 8.80 | 5.90 | 5.91 | 7.69 | 13.50 | 9.13 | 4.15 | 0.05 | 6.30 | 7.68 | 3.99 | 6.11 | 6.51 | 10.49 | 12.51 |
| Yield(%) | NA | 2.64 | 2.20 | 2.16 | 2.18 | NA | NA | 0.00 | NA | 1.45 | 2.53 | 1.60 | 2.04 | 1.92 | 2.84 | 2.22 | 2.22 | 2.40 | 1.79 | 2.54 | 1.80 | 2.90 | 2.49 | 1.58 | 2.39 | 0.92 | 3.31 | 3.19 | 2.70 | 1.32 | 1.01 | 1.18 | 2.42 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Asset Allocation Composite Moderate |
-0.52%
Sep 2019 - Sep 2022 |
0.95%
Sep 2017 - Sep 2022 |
3.70%
Oct 2013 - Oct 2023 |
4.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Asset Allocation Composite Moderate |
14.66%
Apr 2003 - Apr 2006 |
11.70%
Mar 2003 - Mar 2008 |
10.15%
Apr 2003 - Apr 2013 |
8.83%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart