Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS SAVINGS PLAN Asset Allocation Composite Moderate | -1.00% | -0.93% | 1.95% | 5.13% | 5.68% | 6.69% | 7.68% | 8.54% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONOCOPHILLIPS SAVINGS PLAN Asset Allocation Composite Moderate | 12/31/2000 | 06/24/2025 |
| 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 (%) | -1.54 | -0.93 | 1.95 | 5.13 | 5.68 | 6.69 | 7.68 | 8.54 | -1.00 | 4.19 | 12.71 | -13.10 | 8.96 | 16.37 | 20.30 | -3.55 | 15.97 | 6.45 | -2.30 | 5.13 | 16.32 | 13.42 | 0.02 | 11.21 | 21.19 | -2.80 | 9.58 | 12.67 | 9.02 | 12.65 | 21.22 | 9.89 | 8.57 |
| Sharpe Ratio | NA | -0.27 | 0.25 | 0.38 | 0.56 | NA | NA | 0.91 | 0.10 | 0.07 | 1.17 | -1.57 | 1.04 | 1.91 | 2.64 | -0.49 | 3.22 | 0.97 | -0.32 | 0.74 | 2.20 | 1.63 | 0.00 | 1.13 | 2.38 | -0.50 | 0.65 | 1.31 | 1.09 | 1.79 | 3.28 | 2.15 | 1.19 |
| Standard Deviation(%) | NA | 9.80 | 7.98 | 8.60 | 8.13 | NA | NA | 8.06 | 10.36 | 8.53 | 7.71 | 9.23 | 8.55 | 8.46 | 7.14 | 10.10 | 4.75 | 6.45 | 7.24 | 6.90 | 7.41 | 8.18 | 14.02 | 9.83 | 8.87 | 7.52 | 9.83 | 7.06 | 6.18 | 6.52 | 6.25 | 4.06 | 5.16 |
| Draw Down(%) | NA | 11.69 | 11.69 | 15.57 | 15.57 | NA | NA | 15.57 | 9.58 | 5.45 | 6.80 | 13.79 | 4.45 | 9.02 | 3.14 | 11.96 | 1.52 | 3.83 | 7.57 | 4.88 | 6.55 | 6.53 | 12.79 | 8.40 | 4.35 | 9.64 | 7.04 | 7.25 | 3.93 | 6.05 | 3.78 | 2.44 | 4.13 |
| Yield(%) | NA | 6.34 | 4.66 | 4.41 | 3.60 | NA | NA | 4.24 | NA | 0.37 | 6.70 | 4.80 | 2.24 | 5.97 | 2.25 | 3.21 | 2.71 | 3.25 | 1.64 | 3.30 | 3.70 | 4.06 | 2.29 | 4.40 | 5.58 | 4.27 | 5.76 | 4.00 | 2.98 | 3.40 | 3.76 | 7.88 | 8.91 |
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 Asset Allocation Composite Moderate |
0.68%
Dec 2021 - Dec 2024 |
4.11%
Dec 2013 - Dec 2018 |
5.46%
Oct 2013 - Oct 2023 |
6.62%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONOCOPHILLIPS SAVINGS PLAN Asset Allocation Composite Moderate |
15.35%
Jan 2003 - Jan 2006 |
13.90%
Oct 2002 - Oct 2007 |
11.72%
Apr 2001 - Apr 2011 |
10.02%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart