Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| United Airlines Ground Employee 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.57% | 2.39% | 7.06% | 6.14% | 6.80% | 7.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United Airlines Ground Employee 401(k) 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 (%) | -1.11 | 21.57 | 2.39 | 7.06 | 6.14 | 6.80 | 7.08 | … | … | 0.77 | 10.91 | 17.07 | -16.53 | 5.81 | 19.47 | 16.06 | -2.61 | 14.75 | 2.65 | -1.45 | 3.00 | 18.06 | 3.61 | 7.53 | 6.35 | 10.04 | 0.65 | 13.15 | 11.09 | 5.57 | 3.34 | 16.42 | 4.75 | 6.11 |
| Sharpe Ratio | NA | 0.57 | -0.05 | 0.42 | 0.41 | NA | NA | … | … | 0.06 | 0.42 | 1.63 | -1.80 | 0.60 | 1.80 | 2.33 | -0.16 | 2.87 | 0.56 | -0.28 | 0.50 | 2.71 | 0.60 | 0.93 | 0.59 | 1.18 | -0.05 | 1.05 | 1.02 | 0.59 | 0.31 | 2.20 | 0.80 | 0.72 |
| Standard Deviation(%) | NA | 10.37 | 9.50 | 9.79 | 10.94 | NA | NA | … | … | 11.21 | 10.39 | 7.85 | 9.93 | 9.67 | 10.67 | 6.28 | 24.65 | 4.91 | 4.33 | 5.31 | 5.93 | 6.66 | 5.89 | 8.11 | 10.68 | 8.42 | 5.28 | 9.67 | 7.67 | 5.71 | 7.79 | 7.15 | 4.58 | 5.31 |
| Draw Down(%) | NA | 8.66 | 16.04 | 18.78 | 18.78 | NA | NA | … | … | 0.91 | 8.66 | 6.67 | 17.01 | 6.09 | 6.44 | 3.14 | 17.24 | 1.65 | 3.86 | 4.51 | 5.23 | 4.50 | 5.69 | 5.51 | 9.49 | 4.35 | 5.33 | 6.74 | 9.03 | 4.45 | 8.82 | 3.71 | 3.16 | 4.72 |
| Yield(%) | NA | 3.21 | 2.80 | 2.63 | 2.43 | NA | NA | … | … | NA | 0.57 | 3.04 | 1.85 | 2.93 | 3.01 | 2.42 | 3.03 | 0.25 | 2.25 | 2.21 | 4.27 | 5.92 | 2.51 | 3.95 | 2.10 | 3.28 | 3.63 | 4.95 | 7.86 | 2.40 | 3.10 | 3.65 | 4.84 | 5.77 |
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 Ground Employee 401(k) Plan Tactical Asset Allocation Moderate |
0.99%
Apr 2021 – Apr 2024 |
3.09%
Dec 2013 – Dec 2018 |
4.59%
Oct 2013 – Oct 2023 |
5.25%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Airlines Ground Employee 401(k) Plan Tactical Asset Allocation Moderate |
13.63%
Dec 2018 – Dec 2021 |
10.89%
Oct 2002 – Oct 2007 |
8.56%
Aug 2004 – Aug 2014 |
8.15%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart