Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Southwestern Energy Company 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 34.92% | 14.16% | 14.03% | 9.76% | 9.63% | 9.99% | 9.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Southwestern Energy Company 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.92 | 34.92 | 14.16 | 14.03 | 9.76 | 9.63 | 9.99 | 9.21 | NA | 20.02 | 26.90 | -4.62 | 10.58 | 15.12 | 18.45 | -5.88 | 8.96 | 10.17 | -0.53 | 8.88 | 16.05 | 10.57 | 2.20 | 7.75 | 14.60 | 1.69 | 13.49 | 13.59 | 9.95 | 10.24 | 8.08 | -4.08 | 4.68 |
| Sharpe Ratio | NA | 1.67 | 0.99 | 0.87 | 0.76 | NA | NA | 0.84 | 0.14 | 1.49 | 2.95 | -0.45 | 1.10 | 0.78 | 2.32 | -0.72 | 1.95 | 1.25 | -0.07 | 1.26 | 2.43 | 1.46 | 0.16 | 0.85 | 1.73 | 0.68 | 1.08 | 1.38 | 1.23 | 1.11 | 0.88 | -1.13 | 0.96 |
| Standard Deviation(%) | NA | 8.97 | 10.27 | 12.45 | 10.39 | NA | NA | 8.94 | 6.49 | 9.03 | 7.68 | 13.29 | 9.59 | 19.08 | 7.33 | 9.96 | 4.28 | 7.97 | 8.55 | 7.05 | 6.59 | 7.18 | 13.55 | 9.05 | 8.37 | 1.13 | 9.70 | 7.48 | 6.31 | 8.39 | 8.36 | 4.59 | 2.48 |
| Draw Down(%) | NA | 7.72 | 11.23 | 21.31 | 21.31 | NA | NA | 21.31 | 0.34 | 7.72 | 4.25 | 12.39 | 4.48 | 21.31 | 3.09 | 13.21 | 2.27 | 5.93 | 8.65 | 4.69 | 3.66 | 5.12 | 12.26 | 7.07 | 4.39 | 1.37 | 6.64 | 9.04 | 4.52 | 6.50 | 6.45 | 6.33 | 1.52 |
| Yield(%) | NA | 16.07 | 16.69 | 14.24 | 11.34 | NA | NA | 0.00 | NA | 10.44 | 24.35 | 6.60 | 7.12 | 18.12 | 4.78 | 11.76 | 6.43 | 4.87 | 14.22 | 9.86 | 1.46 | 4.34 | 4.61 | 3.37 | 3.35 | 2.47 | 7.97 | 4.83 | 3.27 | 3.02 | 2.88 | 4.71 | 4.21 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southwestern Energy Company 401(k) Savings Plan Tactical Asset Allocation Moderate |
1.42%
Mar 2017 - Mar 2020 |
2.29%
Mar 2015 - Mar 2020 |
5.64%
Mar 2010 - Mar 2020 |
6.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southwestern Energy Company 401(k) Savings Plan Tactical Asset Allocation Moderate |
17.08%
Nov 2021 - Nov 2024 |
14.99%
Nov 2019 - Nov 2024 |
10.52%
Aug 2004 - Aug 2014 |
10.02%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart