Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Continental Airlines Inc 401K Savings Plan Tactical Asset Allocation Moderate | NA | 34.86% | 14.86% | 13.78% | 7.97% | 7.35% | 6.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Continental Airlines Inc 401K Savings 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 (%) | -0.60 | 34.86 | 14.86 | 13.78 | 7.97 | 7.35 | 6.62 | … | … | 0.65 | 26.74 | 23.69 | -2.25 | 12.86 | 11.78 | 7.47 | -0.90 | 6.18 | 0.28 | 0.47 | 3.15 | 16.90 | 2.68 | 2.92 | 4.61 | 8.28 | 0.82 | -0.71 | 9.30 | 1.04 | 9.12 | 12.22 | -2.78 | 0.86 |
| Sharpe Ratio | NA | 3.44 | 1.28 | 1.35 | 1.00 | NA | NA | … | … | 0.11 | 3.37 | 2.88 | -0.28 | 1.46 | 1.66 | 1.77 | -0.44 | 2.25 | 0.02 | 0.11 | 0.69 | 2.62 | 0.42 | 0.42 | 0.46 | 1.13 | -0.07 | -0.31 | 0.78 | -0.18 | 1.22 | 2.11 | -0.86 | -0.41 |
| Standard Deviation(%) | NA | 5.96 | 9.09 | 8.65 | 6.67 | NA | NA | … | … | 5.23 | 5.97 | 6.75 | 12.89 | 8.81 | 6.97 | 3.42 | 4.98 | 2.46 | 3.59 | 3.97 | 4.55 | 6.44 | 6.26 | 6.92 | 9.76 | 7.23 | 1.53 | 12.02 | 7.76 | 6.13 | 6.69 | 5.46 | 4.51 | 3.51 |
| Draw Down(%) | NA | 2.92 | 11.73 | 12.05 | 12.05 | NA | NA | … | … | 0.28 | 2.92 | 3.42 | 12.05 | 4.91 | 5.13 | 2.08 | 7.61 | 0.94 | 3.58 | 3.60 | 3.28 | 3.55 | 6.61 | 4.36 | 8.49 | 3.90 | 1.47 | 11.02 | 9.01 | 4.55 | 6.17 | 3.39 | 5.74 | 3.27 |
| Yield(%) | NA | 16.36 | 9.78 | 6.60 | 4.39 | NA | NA | … | … | NA | 5.65 | 14.58 | 6.60 | 1.66 | 1.92 | 3.32 | 1.57 | 1.16 | 1.75 | 2.42 | 2.65 | 1.38 | 1.45 | 3.81 | 2.45 | 0.22 | 0.75 | 1.37 | 1.63 | 1.71 | 1.50 | 0.39 | 0.67 | 1.24 |
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 |
|---|---|---|---|---|
| Continental Airlines Inc 401K Savings Plan Tactical Asset Allocation Moderate |
-0.58%
Jun 2007 – Jun 2010 |
1.39%
Oct 2007 – Oct 2012 |
3.37%
Oct 2007 – Oct 2017 |
3.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Continental Airlines Inc 401K Savings Plan Tactical Asset Allocation Moderate |
17.02%
Nov 2021 – Nov 2024 |
14.61%
Nov 2019 – Nov 2024 |
8.36%
Nov 2014 – Nov 2024 |
7.50%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart