Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGT (Allegiant Travel Company) | -0.94% | 49.82% | -5.32% | -16.64% | -4.01% | 6.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGT (Allegiant Travel Company) | 12/08/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.90 | 49.82 | -5.32 | -16.64 | -4.01 | 6.39 | NA | … | … | -0.94 | -10.05 | 16.03 | 23.44 | -63.65 | -1.16 | 9.32 | 76.98 | -33.95 | -6.10 | 0.78 | 14.41 | 47.96 | 50.00 | 41.67 | 8.32 | 6.04 | -2.90 | 51.13 | 14.56 | 11.75 |
| Sharpe Ratio | NA | 0.98 | -0.09 | -0.33 | -0.09 | NA | NA | … | … | 0.25 | -0.20 | 0.23 | 0.42 | -1.30 | -0.03 | 0.11 | 3.08 | -0.92 | -0.23 | 0.02 | 0.41 | 1.60 | 1.81 | 1.53 | 0.24 | 0.17 | -0.05 | 0.56 | 0.27 | 17.91 |
| Standard Deviation(%) | NA | 63.21 | 57.72 | 54.17 | 51.21 | NA | NA | … | … | 65.88 | 66.86 | 53.62 | 48.04 | 50.31 | 41.19 | 83.18 | 24.48 | 38.68 | 29.49 | 35.68 | 35.05 | 29.97 | 27.62 | 27.42 | 34.30 | 35.07 | 55.07 | 89.11 | 43.05 | 35.48 |
| Draw Down(%) | NA | 39.13 | 70.95 | 83.52 | 86.01 | NA | NA | … | … | 39.13 | 61.16 | 55.28 | 55.68 | 67.09 | 39.11 | 62.55 | 13.28 | 43.33 | 35.88 | 32.09 | 27.14 | 18.39 | 13.57 | 15.34 | 22.76 | 34.61 | 40.33 | 46.72 | 21.73 | 4.86 |
| Yield(%) | 0.00 | 0.00 | 0.78 | 0.22 | 0.92 | 3.87 | 5.05 | … | … | 0.00 | 0.00 | 1.48 | 1.74 | 0.00 | 0.00 | 0.40 | 2.70 | 1.82 | 1.69 | 1.49 | 1.85 | 2.43 | 3.13 | 3.94 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGT (Allegiant Travel Company) |
-39.07%
Aug 2021 – Aug 2024 |
-20.83%
Aug 2019 – Aug 2024 |
-12.10%
Jul 2015 – Jul 2025 |
0.94%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGT (Allegiant Travel Company) |
60.04%
Feb 2012 – Feb 2015 |
43.34%
Aug 2010 – Aug 2015 |
24.55%
Jun 2008 – Jun 2018 |
15.30%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison Chart