Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.34% | 3.14% | 7.42% | 6.44% | 7.91% | 7.18% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT 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 (%) | -1.14 | 21.34 | 3.14 | 7.42 | 6.44 | 7.91 | 7.18 | … | … | 0.01 | 11.55 | 15.33 | -14.64 | 11.27 | 13.55 | 19.00 | -3.25 | 11.90 | 7.23 | -3.09 | 8.48 | 14.24 | 11.91 | -1.48 | 16.78 | 26.36 | -24.39 | 8.93 | 10.87 | 10.08 | 14.66 | 20.46 | -5.80 | 3.39 |
| Sharpe Ratio | NA | 0.74 | -0.05 | 0.35 | 0.47 | NA | NA | … | … | -0.01 | 0.69 | 1.47 | -1.16 | 1.43 | 0.72 | 2.55 | -0.43 | 2.64 | 0.88 | -0.35 | 1.25 | 2.17 | 1.64 | -0.10 | 1.38 | 1.53 | -1.13 | 0.61 | 1.00 | 1.18 | 1.99 | 2.33 | -0.55 | 0.11 |
| Standard Deviation(%) | NA | 7.23 | 10.01 | 11.92 | 10.13 | NA | NA | … | … | 7.58 | 7.24 | 7.55 | 13.79 | 7.87 | 18.61 | 6.90 | 10.50 | 4.26 | 8.01 | 8.82 | 6.80 | 6.55 | 7.24 | 14.60 | 12.08 | 17.13 | 22.44 | 9.71 | 7.58 | 6.71 | 6.89 | 8.48 | 12.54 | 9.99 |
| Draw Down(%) | NA | 4.66 | 19.98 | 21.76 | 21.76 | NA | NA | … | … | 0.71 | 4.66 | 5.94 | 20.26 | 3.76 | 21.76 | 3.38 | 10.74 | 1.32 | 6.52 | 9.27 | 4.41 | 5.40 | 5.78 | 15.11 | 8.74 | 16.02 | 33.92 | 6.28 | 8.48 | 4.51 | 6.56 | 7.58 | 18.41 | 12.94 |
| Yield(%) | NA | 4.28 | 4.25 | 3.37 | 2.95 | NA | NA | … | … | NA | 0.79 | 3.88 | 4.51 | 3.57 | 1.70 | 2.56 | 3.15 | 0.37 | 3.42 | 1.99 | 3.48 | 3.23 | 3.35 | 1.69 | 2.17 | 2.61 | 2.21 | 7.04 | 3.61 | 2.92 | 2.75 | 2.76 | 2.37 | 3.47 |
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 |
|---|---|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT PLAN Strategic Asset Allocation – Optimal |
-7.32%
Feb 2006 – Feb 2009 |
-0.11%
Feb 2004 – Feb 2009 |
5.22%
Jan 2006 – Jan 2016 |
4.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMSON INVESTMENT COMPANY EMPLOYEES THRIFT and RETIREMENT PLAN Strategic Asset Allocation – Optimal |
19.69%
Feb 2009 – Feb 2012 |
16.00%
Feb 2009 – Feb 2014 |
10.41%
Feb 2009 – Feb 2019 |
9.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart