Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| United Airlines 401K Plan 2010 Tactical Asset Allocation Moderate | NA | 26.11% | 4.49% | 10.93% | 9.47% | 10.29% | 10.26% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United Airlines 401K Plan 2010 Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 | 26.11 | 4.49 | 10.93 | 9.47 | 10.29 | 10.26 | … | … | 1.23 | 13.63 | 18.74 | -15.40 | 9.92 | 29.75 | 18.61 | -2.22 | 15.18 | 10.06 | 1.93 | 6.89 | 18.04 | 13.27 | 6.33 | 14.24 | 20.15 | -8.10 | 14.10 | 15.10 | 7.25 | 16.53 | 25.71 | -1.76 | -0.97 |
| Sharpe Ratio | NA | 0.79 | 0.16 | 0.54 | 0.66 | NA | NA | … | … | 0.12 | 0.61 | 1.66 | -1.17 | 0.76 | 1.43 | 2.29 | -0.30 | 2.79 | 1.12 | 0.20 | 0.81 | 2.48 | 1.53 | 0.45 | 1.56 | 2.41 | -1.08 | 1.25 | 1.58 | 0.92 | 2.18 | 3.86 | -0.42 | -0.46 |
| Standard Deviation(%) | NA | 11.47 | 11.76 | 14.24 | 11.82 | NA | NA | … | … | 9.88 | 11.58 | 8.71 | 14.34 | 12.97 | 20.66 | 7.52 | 11.74 | 5.21 | 8.80 | 9.39 | 8.47 | 7.25 | 8.65 | 14.01 | 9.10 | 8.31 | 8.36 | 8.86 | 7.50 | 5.50 | 7.15 | 6.48 | 6.91 | 7.17 |
| Draw Down(%) | NA | 8.81 | 19.50 | 23.22 | 23.22 | NA | NA | … | … | 0.66 | 8.81 | 6.64 | 21.47 | 10.92 | 23.22 | 4.36 | 15.25 | 2.03 | 7.55 | 8.57 | 5.63 | 5.10 | 6.62 | 10.96 | 7.12 | 3.65 | 16.58 | 5.83 | 9.33 | 3.65 | 7.18 | 3.08 | 8.33 | 11.24 |
| Yield(%) | NA | 4.51 | 5.46 | 5.43 | 5.55 | NA | NA | … | … | NA | 1.11 | 4.76 | 2.76 | 8.40 | 7.34 | 5.69 | 4.88 | 9.74 | 4.87 | 6.03 | 3.69 | 5.49 | 3.12 | 2.49 | 1.84 | 5.29 | 8.86 | 7.81 | 5.33 | 4.06 | 2.26 | 3.77 | 2.04 | 7.23 |
Data as of 10/31/2024, Common starting date 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 401K Plan 2010 Tactical Asset Allocation Moderate |
3.24%
Nov 2020 – Nov 2023 |
6.11%
Sep 2017 – Sep 2022 |
7.74%
Oct 2013 – Oct 2023 |
8.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Airlines 401K Plan 2010 Tactical Asset Allocation Moderate |
19.15%
Dec 2018 – Dec 2021 |
16.65%
Oct 2002 – Oct 2007 |
12.56%
Mar 2003 – Mar 2013 |
11.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart