Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| United Airlines Flight Attendant 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 32.39% | 12.21% | 14.07% | 9.51% | 8.88% | 7.85% | 7.27% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United Airlines Flight Attendant 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.90 | 32.39 | 12.21 | 14.07 | 9.51 | 8.88 | 7.85 | 7.27 | NA | 20.11 | 24.04 | -5.50 | 9.57 | 23.39 | 14.07 | -3.70 | 10.99 | 3.09 | 3.72 | 2.96 | 15.24 | 10.40 | -0.91 | 7.97 | 19.65 | -20.57 | 11.24 | 11.03 | 6.79 | 6.67 | 20.56 | -8.56 | -1.17 |
| Sharpe Ratio | NA | 1.70 | 0.87 | 0.97 | 0.70 | NA | NA | 0.55 | 0.10 | 1.54 | 2.67 | -0.53 | 1.08 | 1.34 | 1.86 | -0.24 | 2.28 | 0.32 | 0.42 | 0.41 | 2.67 | 1.62 | -0.08 | 0.88 | 1.60 | -1.29 | 0.95 | 1.16 | 0.96 | 0.82 | 2.34 | -0.83 | -0.36 |
| Standard Deviation(%) | NA | 8.71 | 10.04 | 11.67 | 11.56 | NA | NA | 10.41 | 7.53 | 8.78 | 7.41 | 13.02 | 8.88 | 17.31 | 6.82 | 20.85 | 4.54 | 8.93 | 8.80 | 7.25 | 5.70 | 6.40 | 11.31 | 8.96 | 12.25 | 16.69 | 8.64 | 6.71 | 4.83 | 7.00 | 8.51 | 11.63 | 9.78 |
| Draw Down(%) | NA | 5.80 | 14.22 | 18.46 | 18.46 | NA | NA | 30.37 | 0.53 | 5.80 | 4.08 | 15.00 | 5.47 | 18.46 | 4.22 | 13.25 | 1.34 | 8.99 | 8.35 | 6.17 | 3.91 | 5.63 | 10.46 | 7.77 | 11.24 | 27.72 | 5.45 | 7.34 | 3.35 | 6.68 | 7.70 | 17.13 | 12.68 |
| Yield(%) | NA | 14.31 | 9.67 | 6.51 | 4.18 | NA | NA | 3.35 | NA | 4.29 | 14.18 | 6.79 | 2.97 | 2.42 | 1.30 | 1.83 | 0.77 | 2.46 | 2.08 | 2.27 | 3.24 | 1.90 | 2.59 | 2.28 | 2.29 | 2.22 | 5.11 | 3.05 | 2.26 | 3.10 | 2.11 | 2.45 | 3.10 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Airlines Flight Attendant 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-3.74%
Feb 2006 - Feb 2009 |
0.22%
Feb 2004 - Feb 2009 |
4.40%
Oct 2007 - Oct 2017 |
4.83%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Airlines Flight Attendant 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
15.54%
Dec 2018 - Dec 2021 |
14.61%
Sep 2019 - Sep 2024 |
9.76%
Sep 2014 - Sep 2024 |
9.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart