Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAL (American Airlines Group Inc.) | -11.94% | 19.79% | -3.04% | -11.05% | -7.69% | 3.50% | -5.52% | … | … |
Data as of 06/05/2026, Common starting date is 09/27/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAL (American Airlines Group Inc.) | 09/27/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.79 | 19.79 | -3.04 | -11.05 | -7.69 | 3.50 | -5.52 | … | … | -11.94 | -12.05 | 26.86 | 8.02 | -29.18 | 13.89 | -44.82 | -9.57 | -37.68 | 12.40 | 11.49 | -20.35 | 113.47 | 87.04 | 166.27 | -49.35 | 106.82 | -37.39 | -47.45 | -72.68 | 44.99 | 92.44 |
| Sharpe Ratio | NA | 0.53 | -0.06 | -0.25 | -0.17 | NA | NA | … | … | -0.26 | -0.28 | 0.53 | 0.13 | -0.54 | 0.30 | -0.44 | -0.31 | -0.97 | 0.41 | 0.31 | -0.54 | 2.96 | 2.38 | 2.97 | -0.77 | 1.80 | -0.34 | -0.32 | -1.39 | 0.78 | 27.78 |
| Standard Deviation(%) | NA | 48.41 | 46.39 | 47.88 | 52.28 | NA | NA | … | … | 50.58 | 54.31 | 43.95 | 35.20 | 56.39 | 46.88 | 101.03 | 35.66 | 40.28 | 28.62 | 36.76 | 37.42 | 38.28 | 36.52 | 56.75 | 64.15 | 59.20 | 109.27 | 150.82 | 54.74 | 53.56 | 40.13 |
| Draw Down(%) | NA | 37.39 | 51.76 | 64.87 | 84.14 | NA | NA | … | … | 36.37 | 51.39 | 40.94 | 41.91 | 41.35 | 36.95 | 70.33 | 33.36 | 48.67 | 20.68 | 41.70 | 32.45 | 35.68 | 20.85 | 31.42 | 65.13 | 24.77 | 79.41 | 88.57 | 76.26 | 33.41 | 6.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 1.79 | 0.26 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 1.23 | 0.75 | 0.86 | 0.98 | 0.74 | 0.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAL (American Airlines Group Inc.) |
-63.64%
Jun 2006 – Jun 2009 |
-39.19%
Nov 2006 – Nov 2011 |
-14.43%
Mar 2015 – Mar 2025 |
-7.47%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAL (American Airlines Group Inc.) |
119.89%
Dec 2011 – Dec 2014 |
77.62%
Jun 2009 – Jun 2014 |
31.76%
Jun 2008 – Jun 2018 |
14.49%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison Chart