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CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate
0.13%July 03 | MyPlanIQ portfolio symbol P_73963

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

Holdings




Historical Performance


CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate 3.08% 6.58% 1.92% 4.66% 5.08% 6.16% 7.79% 8.75%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.97% 11.94% 11.80% 15.55% 12.21% 12.85% 10.16% 8.24%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.15% 10.14% 6.94% 7.68% 5.84% 6.64% 6.00% 5.62%
Data as of 04/30/2025, AR inception is 12/31/2000

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CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate

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Retirement Spending Calculator for CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate

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Rolling Returns


From 12/31/2000 to 07/03/2025, the worst annualized return of 3-year rolling returns for CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate is -2.14%.
From 12/31/2000 to 07/03/2025, the worst annualized return of 5-year rolling returns for CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate is 3.21%.
From 12/31/2000 to 07/03/2025, the worst annualized return of 10-year rolling returns for CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate is 4.67%.
From 12/31/2000 to 07/03/2025, the worst annualized return of 20-year rolling returns for CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate is 7.61%.

Maximum Drawdown

CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Asset Allocation Composite Moderate Maximum Drawdown