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 Strategic Asset Allocation – Equal Weight Moderate | NA | 26.61% | 4.41% | 9.67% | 6.99% | 7.55% | 9.93% | … | … |
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 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 | 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 (%) | -0.97 | 26.61 | 4.41 | 9.67 | 6.99 | 7.55 | 9.93 | … | … | 0.74 | 9.32 | 17.46 | -16.60 | 11.62 | 25.88 | 18.39 | -4.99 | 7.55 | 2.10 | 2.54 | 2.16 | 12.81 | 11.47 | -0.99 | 14.23 | 103.92 | -20.25 | 11.00 | 13.47 | 6.41 | 15.04 | 29.49 | -8.04 | -3.71 |
| Sharpe Ratio | NA | 0.51 | -0.05 | 0.49 | 0.48 | NA | NA | … | … | 0.09 | 0.32 | 1.71 | -1.24 | 1.18 | 1.40 | 2.66 | -0.55 | 1.04 | 0.24 | 0.29 | 0.33 | 2.02 | 1.86 | -0.09 | 1.54 | 2.19 | -1.41 | 0.97 | 1.58 | 0.85 | 1.84 | 4.33 | -1.12 | -0.66 |
| Standard Deviation(%) | NA | 8.39 | 10.66 | 12.46 | 10.62 | NA | NA | … | … | 7.28 | 8.44 | 7.71 | 14.50 | 9.86 | 18.29 | 6.40 | 11.55 | 6.66 | 7.96 | 8.51 | 6.41 | 6.31 | 6.16 | 11.12 | 9.17 | 47.42 | 15.04 | 8.29 | 6.48 | 4.97 | 7.67 | 6.66 | 8.20 | 9.19 |
| Draw Down(%) | NA | 5.94 | 21.48 | 23.58 | 23.58 | NA | NA | … | … | 0.47 | 5.92 | 6.97 | 23.58 | 6.93 | 23.46 | 3.29 | 13.19 | 5.57 | 8.51 | 8.66 | 5.54 | 6.47 | 5.68 | 11.29 | 7.19 | 13.04 | 29.43 | 6.00 | 7.62 | 3.86 | 7.20 | 6.66 | 17.40 | 16.95 |
| Yield(%) | NA | 3.91 | 6.25 | 5.65 | 5.57 | NA | NA | … | … | NA | 0.66 | 4.06 | 3.24 | 10.63 | 5.76 | 4.32 | 10.57 | 0.39 | 2.29 | 9.00 | 5.77 | 6.29 | 3.65 | 4.67 | 4.01 | 4.83 | 2.82 | 5.75 | 5.65 | 4.88 | 3.29 | 2.16 | 2.65 | 4.84 |
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 Strategic Asset Allocation – Equal Weight Moderate |
-3.86%
Feb 2006 – Feb 2009 |
1.24%
Mar 2015 – Mar 2020 |
4.41%
Mar 2010 – Mar 2020 |
7.03%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Airlines 401K Plan 2010 Strategic Asset Allocation – Equal Weight Moderate |
39.17%
Feb 2009 – Feb 2012 |
26.28%
Feb 2009 – Feb 2014 |
15.93%
Mar 2003 – Mar 2013 |
12.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart