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Holdings
Historical Performance
CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate | NA | 21.18% | 4.44% | 11.17% | 9.38% | 9.78% | 10.36% | 9.84% |
| ^GSPC (S&P 500 INDEX) | NA | 36.04% | 7.34% | 13.44% | 10.95% | 12.00% | 8.43% | 6.70% |
| Ticker/Portfolio | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | 1969 | 1968 | 1967 | 1966 | 1965 | 1964 | 1963 | 1962 | 1961 | 1960 | 1959 | 1958 | 1957 | 1956 | 1955 | 1954 | 1953 | 1952 | 1951 | 1950 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | CHESAPEAKE EN... Moderate | -0.85 | 21.18 | 4.44 | 11.17 | 9.38 | 9.78 | 10.36 | 9.84 | NA | 3.75 | 14.18 | -9.78 | 12.96 | 31.13 | 20.01 | -1.39 | 12.17 | 7.84 | 1.23 | 5.47 | 13.17 | 12.77 | 4.08 | 13.93 | 22.86 | 2.68 | 9.19 | 19.98 | 6.23 | 14.34 | 13.28 | 1.14 | -1.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| ^GSPC (S&P 500 INDEX) | -1.80 | 36.04 | 7.34 | 13.44 | 10.95 | 12.00 | 8.43 | 6.70 | NA | 23.31 | 24.23 | -19.44 | 26.89 | 16.26 | 28.88 | -6.24 | 19.42 | 9.54 | -0.73 | 11.39 | 29.60 | 13.41 | 0.00 | 12.78 | 23.45 | -38.49 | 3.53 | 13.62 | 3.00 | 8.99 | 26.38 | -23.37 | -13.04 | -10.14 | 19.53 | 26.67 | 31.01 | 20.26 | 34.11 | -1.54 | 7.06 | 4.46 | 26.31 | -6.56 | 27.25 | 12.40 | 2.03 | 14.62 | 26.33 | 1.40 | 17.27 | 14.76 | -9.73 | 25.77 | 12.31 | 1.06 | -11.50 | 19.15 | 31.55 | -29.72 | -17.37 | 15.63 | 10.79 | 0.10 | -11.36 | 7.66 | 20.09 | -13.09 | 9.06 | 12.97 | 18.89 | -11.81 | 23.13 | -2.97 | 8.48 | 38.06 | -14.31 | 2.62 | 27.25 | 45.02 | -6.62 | 11.78 | 16.35 | 22.63 | |
| Sharpe Ratio | CHESAPEAKE EN... Moderate | NA | -0.29 | -0.11 | 0.54 | 0.64 | NA | NA | 0.81 | -0.04 | -0.29 | 1.22 | -0.88 | 1.12 | 1.59 | 3.30 | -0.28 | 2.13 | 0.94 | 0.13 | 0.72 | 1.70 | 1.58 | 0.25 | 1.15 | 2.07 | 0.29 | 0.60 | 2.18 | 0.58 | 1.79 | 1.62 | 0.00 | -0.55 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| ^GSPC (S&P 500 INDEX) | NA | 0.69 | 0.72 | 0.71 | 0.56 | NA | NA | 0.34 | 0.53 | 1.56 | 1.59 | -0.87 | 2.06 | 0.46 | 2.19 | -0.45 | 2.82 | 0.71 | -0.05 | 1.00 | 2.67 | 1.06 | 0.00 | 0.70 | 0.86 | -0.96 | 0.02 | 1.02 | 0.07 | 0.72 | 1.51 | -0.94 | -0.73 | -0.65 | 0.90 | 1.14 | 1.50 | 1.40 | 3.86 | -0.47 | 0.57 | 0.20 | 1.56 | -0.75 | 1.62 | 0.44 | -0.06 | 0.69 | 2.06 | -0.44 | 0.82 | 0.38 | -1.50 | 1.04 | 0.45 | -0.33 | -1.69 | 1.39 | 1.77 | -1.62 | -1.42 | 1.60 | 0.75 | -0.30 | -1.63 | 0.46 | 2.03 | -1.41 | 0.89 | 1.97 | 1.94 | -0.83 | 2.14 | -0.48 | 0.90 | 4.26 | -1.10 | 0.21 | 1.77 | 4.81 | -0.70 | 1.51 | 1.54 | 1.55 | |
| Standard Deviation(%) | CHESAPEAKE EN... Moderate | NA | 9.66 | 10.32 | 12.91 | 10.65 | NA | NA | 9.80 | 11.16 | 9.64 | 8.17 | 12.63 | 11.58 | 19.41 | 5.63 | 9.50 | 5.41 | 8.16 | 9.13 | 7.58 | 7.74 | 8.04 | 16.21 | 11.99 | 10.98 | 5.95 | 10.40 | 7.67 | 7.00 | 7.49 | 7.79 | 6.17 | 7.66 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| ^GSPC (S&P 500 INDEX) | NA | 19.50 | 16.95 | 17.35 | 18.45 | NA | NA | 15.84 | 22.68 | 12.63 | 13.08 | 24.19 | 13.07 | 34.69 | 12.49 | 17.10 | 6.69 | 13.11 | 15.51 | 11.38 | 11.07 | 12.76 | 23.35 | 18.06 | 27.27 | 41.02 | 16.02 | 10.02 | 10.28 | 11.09 | 17.05 | 25.96 | 21.56 | 22.23 | 18.05 | 20.34 | 18.18 | 11.80 | 7.80 | 9.85 | 8.60 | 9.68 | 14.27 | 15.97 | 13.14 | 17.17 | 33.73 | 14.75 | 10.14 | 12.71 | 13.31 | 18.18 | 13.46 | 16.47 | 10.85 | 12.57 | 9.08 | 11.10 | 15.40 | 21.77 | 15.82 | 7.96 | 10.19 | 15.12 | 10.04 | 9.37 | 8.39 | 11.80 | 6.94 | 5.26 | 8.60 | 16.61 | 10.12 | 10.39 | 9.40 | 8.98 | 12.98 | 12.42 | 15.41 | 9.40 | 9.60 | 7.90 | 10.78 | 15.02 | |
| Draw Down(%) | CHESAPEAKE EN... Moderate | NA | 7.99 | 14.11 | 20.30 | 20.30 | NA | NA | 20.30 | 1.11 | 7.72 | 6.29 | 15.90 | 7.81 | 20.30 | 2.44 | 12.60 | 2.56 | 7.02 | 9.65 | 5.55 | 7.74 | 5.47 | 13.86 | 8.52 | 4.55 | 5.03 | 6.81 | 5.82 | 4.65 | 9.69 | 6.00 | 4.83 | 10.44 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| ^GSPC (S&P 500 INDEX) | NA | 18.90 | 18.90 | 25.43 | 33.92 | NA | NA | 56.78 | 18.90 | 8.49 | 10.28 | 25.43 | 5.21 | 33.92 | 6.84 | 19.78 | 2.80 | 10.51 | 12.35 | 7.40 | 5.76 | 9.94 | 19.39 | 15.99 | 27.62 | 48.76 | 10.09 | 7.70 | 7.17 | 8.16 | 14.05 | 33.75 | 29.70 | 17.20 | 12.08 | 19.34 | 10.80 | 7.64 | 2.53 | 8.94 | 4.99 | 6.24 | 5.67 | 19.92 | 7.56 | 7.64 | 33.51 | 9.42 | 7.66 | 12.68 | 6.91 | 16.56 | 18.35 | 17.07 | 10.25 | 13.55 | 15.59 | 8.37 | 14.14 | 37.60 | 23.35 | 5.14 | 13.94 | 25.86 | 15.98 | 9.31 | 6.61 | 22.18 | 9.60 | 3.55 | 6.54 | 26.88 | 6.23 | 13.56 | 9.17 | 4.36 | 20.66 | 10.60 | 10.59 | 4.42 | 14.82 | 6.85 | 8.11 | 14.02 | |
| Yield(%) | CHESAPEAKE EN... Moderate | NA | 8.07 | 5.72 | 5.54 | 5.47 | NA | NA | 0.00 | NA | 3.28 | 5.88 | 2.62 | 5.95 | 7.04 | 6.49 | 4.03 | 4.02 | 5.84 | 7.61 | 4.13 | 3.00 | 3.91 | 2.38 | 4.69 | 5.55 | 8.89 | 4.93 | 6.89 | 3.28 | 5.41 | 4.17 | 6.01 | 6.96 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| ^GSPC (S&P 500 INDEX) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, AR inception is 12/31/2000
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CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate Historical Return Chart
Calculators
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Rolling Returns
From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate is
2.24%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate is
4.85%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate is
7.2%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate is
9.75%.
Maximum Drawdown
CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN Tactical Asset Allocation Moderate Maximum Drawdown