Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American Airlines 401k Super Saver Plan Tactical Asset Allocation Moderate | NA | -3.59% | 2.97% | 3.53% | 7.56% | NA | NA | … | … |
Data as of 10/30/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Airlines 401k Super Saver Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | -3.59 | 2.97 | 3.53 | 7.56 | NA | NA | … | … | -5.31 | 1.03 | 11.78 | 5.46 | 3.56 | 7.54 | 19.25 | -5.44 | 16.14 | 17.68 | 8.90 | 11.87 | 19.21 | 4.73 | 4.40 |
| Sharpe Ratio | NA | -0.92 | 0.37 | 0.53 | 0.79 | NA | NA | … | … | -0.92 | 0.17 | 1.83 | 1.52 | 0.49 | 0.74 | 2.03 | -1.39 | 1.19 | 1.60 | 1.14 | 1.30 | 3.94 | 0.84 | 0.49 |
| Standard Deviation(%) | NA | 5.78 | 6.05 | 5.90 | 7.67 | NA | NA | … | … | 5.78 | 5.91 | 6.42 | 3.57 | 7.18 | 10.03 | 9.43 | 4.58 | 11.04 | 9.01 | 5.92 | 8.39 | 4.70 | 4.31 | 4.24 |
| Draw Down(%) | NA | 8.09 | 9.78 | 9.78 | 12.22 | NA | NA | … | … | 8.09 | 6.42 | 4.68 | 3.47 | 5.17 | 9.34 | 5.08 | 8.53 | 8.88 | 12.22 | 4.97 | 9.79 | 3.63 | 5.52 | 3.17 |
| Yield(%) | NA | 1.18 | 2.91 | 3.14 | 4.89 | NA | NA | … | … | 1.18 | 4.89 | 2.66 | 4.44 | 2.47 | 3.68 | 3.61 | 3.27 | 11.79 | 10.71 | 7.93 | 4.62 | 3.50 | 2.74 | 3.14 |
Data as of 10/30/2015, 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 |
|---|---|---|---|---|
| American Airlines 401k Super Saver Plan Tactical Asset Allocation Moderate |
2.40%
Sep 2012 – Sep 2015 |
3.59%
Oct 2010 – Oct 2015 |
7.00%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Airlines 401k Super Saver Plan Tactical Asset Allocation Moderate |
17.74%
Oct 2004 – Oct 2007 |
15.56%
Oct 2002 – Oct 2007 |
10.87%
Apr 2001 – Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart