Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Shell Provident Fund (401K) Strategic Asset Allocation – Optimal Moderate | 5.35% | 18.79% | 10.95% | 3.79% | 6.79% | 5.77% | 5.62% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Shell Provident Fund (401K) Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.13 | 18.79 | 10.95 | 3.79 | 6.79 | 5.77 | 5.62 | … | … | 5.35 | 15.51 | 4.05 | 11.14 | -17.94 | 8.43 | 11.46 | 17.26 | -6.41 | 14.72 | 6.40 | -3.01 | 3.57 | 12.17 | 12.24 | 0.36 | 12.95 | 21.71 | -22.88 | 10.18 | 13.02 | 10.06 | 13.37 | 24.59 | -5.78 | -2.22 |
| Sharpe Ratio | NA | 2.15 | 0.87 | 0.12 | 0.48 | NA | NA | … | … | 0.54 | 1.35 | 0.06 | 0.90 | -1.38 | 1.04 | 0.70 | 2.43 | -0.90 | 3.11 | 0.71 | -0.36 | 0.56 | 1.70 | 1.54 | 0.02 | 1.13 | 1.22 | -1.06 | 0.70 | 1.16 | 1.18 | 1.55 | 3.05 | -0.69 | -0.46 |
| Standard Deviation(%) | NA | 8.08 | 8.64 | 9.86 | 9.74 | NA | NA | … | … | 10.32 | 9.33 | 7.66 | 8.36 | 14.07 | 8.05 | 15.94 | 6.51 | 8.62 | 4.52 | 8.77 | 8.39 | 6.35 | 7.14 | 7.89 | 13.50 | 11.35 | 17.68 | 22.47 | 10.06 | 8.31 | 6.61 | 8.01 | 7.83 | 10.07 | 10.17 |
| Draw Down(%) | NA | 6.60 | 10.02 | 24.26 | 24.26 | NA | NA | … | … | 6.60 | 8.29 | 5.33 | 7.59 | 23.21 | 3.77 | 21.72 | 3.57 | 12.48 | 1.79 | 6.11 | 10.42 | 5.14 | 6.18 | 6.64 | 11.92 | 8.93 | 18.51 | 33.69 | 6.88 | 9.74 | 4.95 | 7.43 | 7.72 | 17.47 | 16.22 |
| Yield(%) | NA | 3.04 | 2.15 | 2.08 | 1.98 | NA | NA | … | … | NA | NA | 0.84 | 2.75 | 1.74 | 1.24 | 1.59 | 2.56 | 2.22 | 1.91 | 2.03 | 1.58 | 1.52 | 1.51 | 2.68 | 2.53 | 2.60 | 2.22 | 3.46 | 6.56 | 5.25 | 2.83 | 2.38 | 3.07 | 2.77 | 2.73 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Shell Provident Fund (401K) Strategic Asset Allocation – Optimal Moderate |
-6.97%
Feb 2006 – Feb 2009 |
0.21%
Feb 2004 – Feb 2009 |
3.21%
Oct 2013 – Oct 2023 |
3.55%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Shell Provident Fund (401K) Strategic Asset Allocation – Optimal Moderate |
19.46%
Mar 2003 – Mar 2006 |
15.21%
Oct 2002 – Oct 2007 |
9.55%
Mar 2003 – Mar 2013 |
8.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart