Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 16.83% | 10.22% | 10.47% | 7.19% | 6.60% | 6.80% | 7.96% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS 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 (%) | -1.12 | 16.83 | 10.22 | 10.47 | 7.19 | 6.60 | 6.80 | 7.96 | NA | 3.79 | 37.23 | -11.82 | 14.92 | 10.39 | 13.65 | -7.69 | 7.89 | 5.88 | 4.65 | -0.01 | 2.06 | 13.32 | -5.84 | 12.58 | 29.53 | -26.06 | 17.51 | 10.88 | 10.93 | 18.43 | 29.77 | 2.69 | 5.98 |
| Sharpe Ratio | NA | -0.26 | 0.25 | 0.51 | 0.47 | NA | NA | 0.60 | 0.01 | -0.41 | 1.36 | -1.12 | 1.78 | 0.71 | 2.32 | -1.24 | 1.64 | 0.70 | 0.40 | 0.00 | 0.30 | 1.82 | -0.43 | 1.13 | 1.99 | -1.55 | 1.62 | 1.10 | 1.54 | 2.46 | 5.85 | 0.25 | 0.54 |
| Standard Deviation(%) | NA | 6.77 | 16.03 | 14.44 | 11.59 | NA | NA | 10.47 | 5.38 | 6.79 | 24.21 | 11.79 | 8.38 | 14.25 | 5.28 | 7.25 | 4.43 | 8.13 | 11.65 | 5.64 | 6.74 | 7.29 | 13.65 | 11.04 | 14.81 | 17.44 | 8.98 | 6.92 | 5.68 | 7.11 | 4.97 | 6.24 | 6.75 |
| Draw Down(%) | NA | 5.57 | 18.77 | 22.48 | 22.48 | NA | NA | 39.72 | 0.43 | 5.51 | 6.92 | 18.77 | 4.05 | 22.48 | 2.90 | 12.33 | 2.40 | 5.93 | 6.32 | 6.88 | 10.15 | 6.10 | 16.32 | 9.37 | 16.55 | 37.08 | 7.34 | 8.90 | 3.94 | 7.95 | 2.75 | 11.84 | 8.32 |
| Yield(%) | NA | 4.54 | 7.85 | 6.01 | 4.86 | NA | NA | 5.25 | NA | 1.38 | 5.25 | 8.17 | 9.82 | 3.27 | 3.39 | 4.47 | 0.34 | 2.90 | 7.62 | 3.27 | 2.73 | 4.78 | 6.29 | 5.33 | 5.96 | 7.49 | 9.40 | 4.62 | 6.90 | 4.82 | 3.20 | 4.13 | 5.16 |
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 |
|---|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.77%
Feb 2006 - Feb 2009 |
0.93%
Mar 2015 - Mar 2020 |
2.40%
Mar 2010 - Mar 2020 |
3.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.82%
Mar 2003 - Mar 2006 |
18.31%
Oct 2002 - Oct 2007 |
10.46%
Apr 2001 - Apr 2011 |
8.65%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart