Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| British Airways Savings Plan Tactical Asset Allocation Moderate | NA | 2.27% | 4.13% | 3.98% | 4.31% | 6.37% | 6.67% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| British Airways Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.50 | 2.27 | 4.13 | 3.98 | 4.31 | 6.37 | 6.67 | … | … | 1.55 | 14.23 | -11.06 | 9.72 | 9.91 | 12.01 | -1.89 | 14.53 | 4.93 | -1.65 | 3.02 | 14.25 | 8.18 | 2.12 | 7.93 | 21.95 | -4.02 | 13.12 | 12.41 | 4.63 | 10.03 | 19.41 | 4.87 | 6.98 |
| Sharpe Ratio | NA | 0.83 | 0.27 | 0.59 | 0.62 | NA | NA | … | … | 0.17 | 1.26 | -1.30 | 1.06 | 1.10 | 2.12 | -0.41 | 3.00 | 1.07 | -0.34 | 0.49 | 2.00 | 1.77 | 0.31 | 0.76 | 2.67 | -0.89 | 1.13 | 1.30 | 0.45 | 1.41 | 3.37 | 0.92 | 1.03 |
| Standard Deviation(%) | NA | 7.85 | 8.79 | 8.28 | 7.09 | NA | NA | … | … | 7.51 | 7.93 | 9.53 | 9.15 | 8.77 | 5.01 | 7.73 | 4.64 | 4.40 | 5.02 | 6.14 | 7.12 | 4.59 | 6.83 | 10.30 | 8.17 | 5.56 | 8.99 | 7.01 | 5.41 | 6.44 | 5.55 | 4.10 | 4.52 |
| Draw Down(%) | NA | 5.84 | 13.33 | 13.33 | 13.33 | NA | NA | … | … | 1.41 | 5.84 | 11.77 | 4.65 | 10.33 | 3.29 | 8.70 | 1.60 | 2.87 | 5.97 | 5.52 | 5.77 | 3.38 | 5.34 | 9.27 | 4.13 | 9.59 | 6.65 | 8.11 | 4.84 | 6.59 | 3.02 | 4.33 | 3.62 |
| Yield(%) | NA | 3.95 | 3.82 | 5.07 | 4.56 | NA | NA | … | … | 0.00 | 4.22 | 2.67 | 4.68 | 7.65 | 6.47 | 2.07 | 3.83 | 5.66 | 3.26 | 5.51 | 1.92 | 4.68 | 2.01 | 3.80 | 5.12 | 3.82 | 7.40 | 5.59 | 3.36 | 3.32 | 4.06 | 6.05 | 7.95 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| British Airways Savings Plan Tactical Asset Allocation Moderate |
2.06%
Dec 2013 – Dec 2016 |
3.34%
Dec 2017 – Dec 2022 |
4.31%
Oct 2013 – Oct 2023 |
5.66%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| British Airways Savings Plan Tactical Asset Allocation Moderate |
12.61%
Apr 2003 – Apr 2006 |
12.63%
Oct 2002 – Oct 2007 |
10.01%
Apr 2001 – Apr 2011 |
8.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart