Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 4.67% | 4.13% | 9.22% | 5.68% | 6.78% | 6.25% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.80 | 4.67 | 4.13 | 9.22 | 5.68 | 6.78 | 6.25 | … | … | 4.30 | 9.09 | 14.85 | -15.58 | 10.71 | 15.18 | 19.13 | -6.33 | 11.41 | 6.99 | -0.01 | 4.82 | 17.76 | 12.22 | -0.26 | 12.08 | 20.70 | -22.82 | 7.02 | 12.17 | 6.40 | 10.00 | 22.86 | -9.85 | -0.17 |
| Sharpe Ratio | NA | 0.50 | 0.42 | 0.46 | 0.41 | NA | NA | … | … | 0.20 | 0.64 | 1.23 | -1.10 | 1.25 | 0.72 | 2.51 | -0.85 | 2.39 | 0.75 | 0.00 | 0.68 | 2.41 | 1.44 | -0.02 | 0.99 | 1.16 | -1.02 | 0.40 | 1.16 | 0.64 | 1.21 | 2.44 | -0.82 | -0.20 |
| Standard Deviation(%) | NA | 11.78 | 11.45 | 11.31 | 11.33 | NA | NA | … | … | 14.95 | 8.58 | 9.10 | 15.52 | 8.53 | 20.76 | 7.04 | 9.11 | 4.49 | 9.03 | 8.77 | 7.07 | 7.35 | 8.47 | 15.72 | 12.16 | 17.81 | 23.31 | 9.60 | 7.55 | 6.50 | 7.47 | 9.08 | 13.43 | 13.21 |
| Draw Down(%) | NA | 11.17 | 11.62 | 22.62 | 23.84 | NA | NA | … | … | 10.99 | 4.54 | 8.92 | 21.08 | 4.59 | 23.84 | 3.34 | 12.61 | 1.73 | 7.33 | 7.82 | 5.25 | 4.95 | 6.77 | 14.06 | 9.30 | 17.94 | 33.23 | 6.04 | 7.09 | 3.96 | 5.67 | 7.88 | 18.53 | 17.13 |
| Yield(%) | NA | 2.78 | 2.18 | 2.12 | 2.00 | NA | NA | … | … | NA | 0.80 | 2.55 | 1.52 | 1.87 | 1.70 | 2.61 | 1.45 | 0.31 | 2.67 | 2.25 | 2.58 | 1.89 | 2.73 | 2.33 | 2.14 | 2.53 | 2.30 | 3.03 | 2.92 | 2.59 | 1.95 | 2.02 | 2.48 | 4.05 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation – Optimal Moderate |
-7.40%
Feb 2006 – Feb 2009 |
-1.47%
Feb 2004 – Feb 2009 |
4.71%
Oct 2013 – Oct 2023 |
4.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Exxon Mobil Savings Plan Strategic Asset Allocation – Optimal Moderate |
17.74%
Feb 2009 – Feb 2012 |
15.43%
Feb 2009 – Feb 2014 |
9.80%
Feb 2009 – Feb 2019 |
8.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart