Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JETBLUE AIRWAYS RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 21.81% | -0.76% | 5.84% | 4.68% | 5.56% | 7.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JETBLUE AIRWAYS RETIREMENT PLAN 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 (%) | -1.20 | 21.81 | -0.76 | 5.84 | 4.68 | 5.56 | 7.11 | … | … | 18.08 | -13.56 | 10.83 | -17.18 | 3.86 | 27.10 | 8.22 | -3.81 | 7.47 | 6.56 | -0.92 | 1.11 | 20.15 | 1.57 | 3.66 | 7.48 | 15.34 | 2.04 | 12.23 | 21.17 | 8.95 | 10.64 | 18.69 | 3.44 | 7.45 |
| Sharpe Ratio | NA | -0.13 | -0.29 | 0.11 | 0.18 | NA | NA | … | … | 0.16 | -0.81 | 0.66 | -1.40 | 0.36 | 3.55 | 1.34 | -0.64 | 0.97 | 1.21 | -0.12 | 0.19 | 2.29 | 0.28 | 0.44 | 0.72 | 1.98 | 0.24 | 0.88 | 1.40 | 0.96 | 1.14 | 3.09 | 0.63 | 1.29 |
| Standard Deviation(%) | NA | 29.64 | 19.63 | 16.30 | 12.49 | NA | NA | … | … | 114.56 | 24.81 | 9.91 | 13.30 | 10.71 | 7.57 | 5.10 | 8.04 | 7.04 | 5.26 | 8.10 | 5.65 | 8.77 | 5.48 | 8.24 | 10.23 | 7.70 | 4.67 | 10.52 | 12.75 | 7.04 | 8.53 | 5.82 | 3.71 | 3.98 |
| Draw Down(%) | NA | 24.94 | 24.94 | 24.94 | 24.94 | NA | NA | … | … | 0.86 | 24.94 | 9.31 | 18.01 | 6.09 | 3.86 | 3.72 | 10.01 | 4.69 | 3.24 | 8.30 | 5.52 | 5.75 | 5.19 | 7.23 | 8.10 | 4.09 | 2.77 | 7.62 | 14.86 | 4.56 | 7.17 | 2.70 | 4.19 | 2.57 |
| Yield(%) | NA | 4.37 | 3.76 | 3.44 | 3.30 | NA | NA | … | … | NA | 0.36 | 4.61 | 2.15 | 4.17 | 4.76 | 1.88 | 3.54 | 0.07 | 5.60 | 3.48 | 3.24 | 3.03 | 6.17 | 2.41 | 3.32 | 4.06 | 4.21 | 4.02 | 5.69 | 5.61 | 3.25 | 3.15 | 3.08 | 6.15 |
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 |
|---|---|---|---|---|
| JETBLUE AIRWAYS RETIREMENT PLAN Tactical Asset Allocation Moderate |
-7.43%
Dec 2021 – Dec 2024 |
0.93%
Dec 2019 – Dec 2024 |
2.15%
Dec 2014 – Dec 2024 |
3.60%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JETBLUE AIRWAYS RETIREMENT PLAN Tactical Asset Allocation Moderate |
16.86%
Oct 2004 – Oct 2007 |
14.94%
Oct 2002 – Oct 2007 |
11.18%
Apr 2001 – Apr 2011 |
9.25%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart