Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAL (Delta Air Lines, Inc.) | 15.18% | 64.28% | 30.35% | 12.31% | 7.98% | 16.45% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAL (Delta Air Lines, Inc.) | 04/26/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.61 | 64.28 | 30.35 | 12.31 | 7.98 | 16.45 | NA | … | … | 15.18 | 16.09 | 52.00 | 23.03 | -15.92 | -2.81 | -30.77 | 20.40 | -8.67 | 15.06 | -1.35 | 4.04 | 80.54 | 132.59 | 46.72 | -35.79 | 10.72 | -0.70 | -23.04 | -34.66 |
| Sharpe Ratio | NA | 1.70 | 0.76 | 0.24 | 0.15 | NA | NA | … | … | 1.19 | 0.27 | 1.48 | 0.66 | -0.38 | -0.08 | -0.38 | 0.82 | -0.36 | 0.61 | -0.05 | 0.13 | 2.35 | 3.67 | 1.21 | -0.72 | 0.23 | -0.01 | -0.21 | -1.01 |
| Standard Deviation(%) | NA | 40.76 | 39.86 | 40.48 | 42.25 | NA | NA | … | … | 43.62 | 49.79 | 32.74 | 29.77 | 46.22 | 37.27 | 81.55 | 23.18 | 27.93 | 23.65 | 31.93 | 31.05 | 34.23 | 36.09 | 38.90 | 50.07 | 45.27 | 82.39 | 116.18 | 48.87 |
| Draw Down(%) | NA | 22.90 | 47.92 | 47.92 | 69.18 | NA | NA | … | … | 22.90 | 47.92 | 29.68 | 36.87 | 37.36 | 35.08 | 68.85 | 16.36 | 21.00 | 17.99 | 33.77 | 20.79 | 26.65 | 15.70 | 29.34 | 49.08 | 33.29 | 68.26 | 74.96 | 37.82 |
| Yield(%) | 0.00 | 1.54 | 1.57 | 0.76 | 1.55 | 5.38 | 1.65 | … | … | 0.54 | 1.14 | 1.24 | 0.61 | 0.00 | 0.00 | 0.68 | 3.01 | 2.31 | 2.05 | 1.39 | 0.92 | 1.08 | 0.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAL (Delta Air Lines, Inc.) |
-20.94%
Sep 2019 – Sep 2022 |
-14.27%
Oct 2007 – Oct 2012 |
0.41%
Apr 2015 – Apr 2025 |
3.35%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAL (Delta Air Lines, Inc.) |
83.33%
Dec 2011 – Dec 2014 |
47.27%
May 2009 – May 2014 |
26.75%
Jun 2009 – Jun 2019 |
16.49%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart