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 Strategic Asset Allocation - Optimal Moderate | NA | 26.18% | 3.39% | 7.69% | 7.15% | 8.27% | 7.19% | 7.29% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Southwest Airlines Co 401K Plan Strategic Asset Allocation - Optimal 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 (%) | -0.94 | 26.18 | 3.39 | 7.69 | 7.15 | 8.27 | 7.19 | 7.29 | NA | 9.53 | 12.93 | -12.93 | 6.74 | 18.51 | 20.63 | -5.73 | 15.35 | 7.02 | 1.47 | 5.06 | 17.04 | 15.37 | -2.23 | 14.03 | 27.83 | -23.66 | 6.35 | 7.92 | 6.60 | 14.13 | 22.20 | -4.47 | 1.04 |
| Sharpe Ratio | NA | 0.46 | -0.13 | 0.30 | 0.49 | NA | NA | 0.49 | 0.00 | 0.36 | 0.94 | -1.01 | 0.67 | 0.95 | 2.69 | -0.69 | 3.22 | 0.78 | 0.16 | 0.73 | 2.36 | 1.93 | -0.15 | 1.12 | 1.67 | -1.06 | 0.37 | 0.63 | 0.63 | 1.69 | 2.25 | -0.45 | -0.12 |
| Standard Deviation(%) | NA | 8.14 | 10.84 | 12.85 | 10.76 | NA | NA | 11.44 | 8.42 | 8.22 | 9.20 | 14.13 | 10.04 | 19.26 | 7.15 | 10.16 | 4.58 | 8.73 | 9.19 | 6.92 | 7.19 | 7.92 | 15.23 | 12.49 | 16.57 | 23.30 | 9.17 | 7.41 | 7.02 | 7.81 | 9.58 | 12.38 | 10.78 |
| Draw Down(%) | NA | 5.44 | 19.10 | 23.17 | 23.17 | NA | NA | 36.19 | 0.69 | 5.15 | 8.39 | 19.19 | 6.93 | 23.17 | 3.59 | 13.34 | 1.49 | 8.06 | 8.08 | 5.27 | 6.04 | 6.39 | 15.49 | 11.00 | 17.07 | 34.93 | 5.59 | 6.95 | 4.69 | 6.87 | 8.06 | 17.06 | 13.02 |
| Yield(%) | NA | 3.44 | 3.56 | 4.37 | 4.40 | NA | NA | 4.03 | NA | 1.04 | 3.17 | 3.38 | 3.23 | 6.04 | 5.19 | 5.46 | 5.21 | 3.30 | 5.02 | 3.40 | 2.56 | 3.95 | 2.08 | 3.94 | 3.39 | 4.09 | 3.55 | 4.15 | 2.96 | 4.17 | 3.54 | 3.84 | 6.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southwest Airlines Co 401K Plan Strategic Asset Allocation - Optimal Moderate |
-8.24%
Feb 2006 - Feb 2009 |
-1.61%
Feb 2004 - Feb 2009 |
5.29%
Feb 2006 - Feb 2016 |
5.55%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southwest Airlines Co 401K Plan Strategic Asset Allocation - Optimal Moderate |
19.59%
Feb 2009 - Feb 2012 |
16.75%
Feb 2009 - Feb 2014 |
11.04%
Feb 2009 - Feb 2019 |
9.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart