Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HESS CORPORATION EMPLOYEES’ SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 22.09% | 0.41% | 5.88% | 5.25% | 6.76% | 6.42% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HESS CORPORATION EMPLOYEES’ SAVINGS PLAN Strategic Asset Allocation – Optimal 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 (%) | -1.32 | 22.09 | 0.41 | 5.88 | 5.25 | 6.76 | 6.42 | … | … | 0.09 | 4.77 | 9.81 | -15.15 | 9.93 | 16.20 | 19.88 | -6.64 | 11.64 | 9.49 | -4.12 | 5.71 | 9.38 | 12.79 | -0.74 | 15.81 | 31.77 | -28.67 | 11.91 | 13.79 | 7.16 | 14.49 | 32.02 | -4.42 | 5.31 |
| Sharpe Ratio | NA | -0.05 | -0.40 | 0.16 | 0.33 | NA | NA | … | … | 0.00 | -0.22 | 0.60 | -1.21 | 1.15 | 0.84 | 2.89 | -0.96 | 2.24 | 1.05 | -0.50 | 0.92 | 1.23 | 1.71 | -0.05 | 1.32 | 1.68 | -1.31 | 0.86 | 1.38 | 0.71 | 1.67 | 3.72 | -0.53 | 0.28 |
| Standard Deviation(%) | NA | 8.11 | 10.62 | 12.43 | 10.26 | NA | NA | … | … | 7.98 | 8.18 | 9.22 | 13.67 | 8.60 | 18.92 | 6.38 | 8.29 | 4.91 | 8.83 | 8.36 | 6.19 | 7.60 | 7.46 | 14.27 | 11.92 | 18.88 | 22.53 | 10.31 | 7.63 | 6.99 | 8.13 | 8.43 | 10.41 | 10.90 |
| Draw Down(%) | NA | 5.95 | 21.11 | 24.68 | 24.68 | NA | NA | … | … | 0.70 | 5.72 | 10.57 | 22.14 | 5.02 | 24.68 | 2.85 | 12.18 | 2.76 | 6.11 | 11.06 | 5.32 | 8.48 | 6.49 | 14.38 | 8.72 | 19.75 | 39.90 | 7.16 | 7.23 | 5.06 | 8.26 | 5.61 | 18.00 | 14.18 |
| Yield(%) | NA | 3.19 | 3.56 | 3.56 | 3.08 | NA | NA | … | … | NA | 0.87 | 2.88 | 3.78 | 2.93 | 4.03 | 2.97 | 2.92 | 0.33 | 3.68 | 3.44 | 3.12 | 5.22 | 3.30 | 2.47 | 2.60 | 3.96 | 2.99 | 7.13 | 5.14 | 3.94 | 2.91 | 1.60 | 0.39 | 1.78 |
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 |
|---|---|---|---|---|
| HESS CORPORATION EMPLOYEES’ SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-8.87%
Feb 2006 – Feb 2009 |
-1.76%
Feb 2004 – Feb 2009 |
3.83%
Oct 2013 – Oct 2023 |
4.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESS CORPORATION EMPLOYEES’ SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
23.35%
Feb 2009 – Feb 2012 |
16.98%
Feb 2009 – Feb 2014 |
10.38%
Feb 2009 – Feb 2019 |
8.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart