Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| British Petroleum Retirement 401K Tactical Asset Allocation Moderate | NA | 23.98% | 2.59% | 7.15% | 5.38% | 5.39% | 7.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| British Petroleum Retirement 401K Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.13 | 23.98 | 2.59 | 7.15 | 5.38 | 5.39 | 7.00 | … | … | 0.36 | 11.11 | 16.36 | -17.66 | 10.53 | 17.20 | 4.51 | -2.18 | 13.95 | 8.87 | -4.77 | 2.82 | 9.77 | 1.19 | 5.09 | 4.85 | 16.32 | -5.71 | 18.96 | 18.89 | 10.59 | 11.24 | 22.95 | 10.13 | 5.78 |
| Sharpe Ratio | NA | 0.65 | -0.11 | 0.40 | 0.43 | NA | NA | … | … | 0.04 | 0.52 | 1.42 | -1.28 | 1.17 | 1.86 | 0.65 | -0.49 | 2.68 | 1.47 | -0.89 | 0.45 | 1.39 | 0.19 | 0.67 | 0.44 | 1.56 | -1.18 | 1.19 | 1.56 | 1.29 | 1.17 | 3.52 | 1.74 | 0.76 |
| Standard Deviation(%) | NA | 8.65 | 11.11 | 10.34 | 8.36 | NA | NA | … | … | 8.43 | 8.68 | 8.52 | 14.90 | 8.95 | 9.12 | 4.81 | 7.17 | 4.97 | 5.89 | 5.40 | 6.28 | 7.01 | 5.86 | 7.51 | 10.95 | 10.38 | 5.60 | 13.43 | 10.03 | 6.55 | 8.79 | 6.32 | 5.19 | 4.55 |
| Draw Down(%) | NA | 5.56 | 21.92 | 23.03 | 23.03 | NA | NA | … | … | 0.70 | 5.56 | 8.04 | 22.73 | 5.12 | 9.05 | 3.95 | 9.04 | 2.19 | 3.93 | 8.39 | 5.46 | 5.88 | 6.81 | 4.93 | 9.07 | 5.98 | 8.76 | 9.80 | 13.52 | 5.50 | 10.55 | 4.00 | 2.89 | 4.41 |
| Yield(%) | NA | 3.23 | 3.56 | 3.02 | 2.43 | NA | NA | … | … | NA | 0.42 | 3.26 | 3.65 | 3.34 | 2.27 | 2.68 | 1.53 | 0.22 | 2.86 | 1.95 | 2.51 | 1.77 | 3.06 | 3.33 | 2.63 | 3.70 | 2.76 | 3.35 | 2.96 | 3.11 | 2.95 | 3.97 | 3.81 | 5.98 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| British Petroleum Retirement 401K Tactical Asset Allocation Moderate |
0.92%
Sep 2019 – Sep 2022 |
1.09%
Sep 2017 – Sep 2022 |
3.36%
Sep 2012 – Sep 2022 |
3.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| British Petroleum Retirement 401K Tactical Asset Allocation Moderate |
20.61%
Oct 2004 – Oct 2007 |
18.28%
Oct 2002 – Oct 2007 |
11.45%
Apr 2001 – Apr 2011 |
8.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart