Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UAL (United Airlines Holdings, Inc.) | -6.15% | 28.57% | 29.55% | 13.01% | 8.95% | 10.98% | 7.29% | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UAL (United Airlines Holdings, Inc.) | 02/06/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.80 | 28.57 | 29.55 | 13.01 | 8.95 | 10.98 | 7.29 | … | … | -6.15 | 15.16 | 135.34 | 9.44 | -13.89 | 1.23 | -50.90 | 5.21 | 24.23 | -7.52 | 27.19 | -14.34 | 76.82 | 61.80 | 23.90 | -20.78 | 84.51 | 17.15 | -69.10 | -18.95 | 29.79 |
| Sharpe Ratio | NA | 0.89 | 0.65 | 0.25 | 0.16 | NA | NA | … | … | 0.08 | 0.26 | 3.00 | 0.16 | -0.28 | 0.03 | -0.49 | 0.16 | 0.72 | -0.27 | 0.70 | -0.39 | 1.78 | 1.62 | 0.60 | -0.41 | 1.55 | 0.16 | -0.43 | -0.50 | 0.67 |
| Standard Deviation(%) | NA | 48.64 | 47.92 | 48.23 | 51.83 | NA | NA | … | … | 54.90 | 56.25 | 43.89 | 36.39 | 54.87 | 44.94 | 104.52 | 22.98 | 32.05 | 29.94 | 38.29 | 36.72 | 43.13 | 38.17 | 39.92 | 51.22 | 54.40 | 104.47 | 163.59 | 44.26 | 44.68 |
| Draw Down(%) | NA | 27.50 | 49.19 | 49.19 | 79.40 | NA | NA | … | … | 27.50 | 49.19 | 31.24 | 41.16 | 38.54 | 37.45 | 77.80 | 14.34 | 19.67 | 30.27 | 38.31 | 31.02 | 21.63 | 23.56 | 29.36 | 43.49 | 24.77 | 75.18 | 92.39 | 35.17 | 47.63 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.72 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UAL (United Airlines Holdings, Inc.) |
-52.09%
Jun 2006 – Jun 2009 |
-16.44%
Nov 2018 – Nov 2023 |
-1.02%
Jan 2014 – Jan 2024 |
-1.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UAL (United Airlines Holdings, Inc.) |
96.84%
Jun 2009 – Jun 2012 |
66.70%
Jun 2009 – Jun 2014 |
39.27%
Jun 2009 – Jun 2019 |
19.92%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart