CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate
0.08%June 04 | MyPlanIQ portfolio symbol P_39867

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate -1.44% 0.68% 3.33% 8.21% 5.71% 6.89% 6.40% 6.19%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 12/31/2000 to 06/04/2025, the worst annualized return of 3-year rolling returns for CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is -7.78%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 5-year rolling returns for CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is -0.97%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 10-year rolling returns for CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is 4.82%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 20-year rolling returns for CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is 6.26%.

Maximum Drawdown

CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012002-092003-092.717.66%
2004-032004-042004-080.42.60%
2004-122005-012005-010.10.89%
2005-022005-042005-040.21.84%
2005-092005-102005-110.22.30%
2006-012006-022006-020.10.50%
2006-042006-052006-070.32.58%
2007-052007-072007-080.32.55%
2007-102009-022010-113.135.97%
2011-042011-092012-020.811.78%
2012-042012-052012-070.34.29%
2012-092012-102012-100.10.37%
2013-052013-062013-060.12.18%
2013-072013-082013-080.12.14%
2013-122014-012014-010.11.78%
2014-022014-032014-030.10.06%
2014-062014-072014-070.11.04%
2014-082014-092014-100.21.80%
2014-112015-012015-010.21.47%
2015-022015-032015-030.10.63%
2015-052016-022016-061.17.13%
2016-092016-102016-110.21.45%
2017-052017-062017-060.10.10%
2017-112017-122017-120.11.21%
2018-012018-122019-051.38.95%
2019-112019-122019-120.10.53%
2020-012020-032020-040.39.95%
2020-082020-102020-100.23.47%
2020-122021-022021-020.20.18%
2021-082021-092021-090.12.54%
2021-102022-092024-012.321.71%
2024-032024-042024-040.12.58%
2024-092024-102024-100.12.08%
2024-112025-032025-060.65.43%
2001-012003-092004-032004-082007-102010-112011-042012-022015-052016-062018-012019-052021-102024-012024-11−35−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)