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 |
|---|---|---|---|---|---|---|---|---|
| Southwest Airlines Co 401K Plan Tactical Asset Allocation Moderate | NA | 19.16% | 0.99% | 7.04% | 5.87% | 6.95% | 7.11% | 7.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Southwest Airlines Co 401K 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 (%) | -1.08 | 19.16 | 0.99 | 7.04 | 5.87 | 6.95 | 7.11 | 7.86 | NA | 7.23 | 11.21 | -14.31 | 6.18 | 22.91 | 18.07 | -6.88 | 16.73 | 0.25 | -0.19 | 4.76 | 15.45 | 13.58 | 0.04 | 9.83 | 21.30 | -5.90 | 8.52 | 8.40 | 5.45 | 11.42 | 22.75 | 2.69 | 8.65 |
| Sharpe Ratio | NA | 0.19 | -0.23 | 0.34 | 0.44 | NA | NA | 0.72 | 0.04 | 0.07 | 0.88 | -1.39 | 0.63 | 2.05 | 2.64 | -0.81 | 3.53 | 0.01 | -0.02 | 0.62 | 2.10 | 1.73 | 0.00 | 0.97 | 2.24 | -1.02 | 0.57 | 0.66 | 0.46 | 1.43 | 3.19 | 0.28 | 1.17 |
| Standard Deviation(%) | NA | 9.88 | 9.78 | 10.09 | 8.88 | NA | NA | 8.62 | 12.07 | 9.87 | 7.94 | 11.26 | 9.83 | 11.05 | 6.32 | 10.07 | 4.56 | 6.31 | 8.96 | 7.61 | 7.36 | 7.82 | 14.70 | 10.04 | 9.48 | 6.72 | 9.72 | 7.75 | 7.20 | 7.31 | 6.92 | 5.57 | 5.43 |
| Draw Down(%) | NA | 7.33 | 14.77 | 17.88 | 17.88 | NA | NA | 17.88 | 1.09 | 7.33 | 6.59 | 16.42 | 5.18 | 11.32 | 3.48 | 14.01 | 1.41 | 5.49 | 8.51 | 5.87 | 5.88 | 6.44 | 12.94 | 8.76 | 4.24 | 6.22 | 6.00 | 6.81 | 4.84 | 6.09 | 3.80 | 6.36 | 4.10 |
| Yield(%) | NA | 3.50 | 4.52 | 4.67 | 4.15 | NA | NA | 4.16 | NA | 0.89 | 3.04 | 2.79 | 7.25 | 5.50 | 4.44 | 3.22 | 5.00 | 2.92 | 2.45 | 4.58 | 2.05 | 4.15 | 1.25 | 4.62 | 5.28 | 3.46 | 3.51 | 3.54 | 1.96 | 3.96 | 3.84 | 7.09 | 8.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southwest Airlines Co 401K Plan Tactical Asset Allocation Moderate |
-0.52%
Apr 2021 - Apr 2024 |
2.64%
Dec 2013 - Dec 2018 |
4.68%
Oct 2013 - Oct 2023 |
6.23%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southwest Airlines Co 401K Plan Tactical Asset Allocation Moderate |
15.50%
Dec 2018 - Dec 2021 |
12.29%
Feb 2009 - Feb 2014 |
9.68%
Apr 2001 - Apr 2011 |
8.76%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart