Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SKYWEST INC. EMPLOYEES’ RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 33.14% | 9.02% | 10.14% | 6.42% | 6.30% | 7.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SKYWEST INC. EMPLOYEES’ 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 (%) | -0.98 | 33.14 | 9.02 | 10.14 | 6.42 | 6.30 | 7.27 | … | … | 0.57 | 29.25 | 16.28 | -8.06 | 6.61 | 17.65 | 2.52 | -1.82 | 9.75 | 6.81 | -2.90 | -1.58 | 13.56 | 2.39 | 5.98 | 4.68 | 12.76 | 2.70 | 14.85 | 14.92 | 6.84 | 12.30 | 14.47 | 8.94 | 3.65 |
| Sharpe Ratio | NA | 2.79 | 0.95 | 1.09 | 0.77 | NA | NA | … | … | 0.05 | 2.61 | 1.71 | -1.01 | 0.77 | 2.09 | 0.23 | -0.43 | 1.75 | 1.38 | -0.59 | -0.26 | 2.07 | 0.43 | 0.74 | 0.44 | 1.39 | 0.27 | 1.26 | 1.70 | 0.81 | 1.45 | 2.39 | 1.49 | 0.24 |
| Standard Deviation(%) | NA | 8.67 | 8.46 | 8.45 | 7.13 | NA | NA | … | … | 10.89 | 8.67 | 7.02 | 9.36 | 8.51 | 8.35 | 4.76 | 7.30 | 5.23 | 4.78 | 4.99 | 6.12 | 6.52 | 5.38 | 8.06 | 10.51 | 9.12 | 6.60 | 9.41 | 6.85 | 5.77 | 7.83 | 5.76 | 5.25 | 5.71 |
| Draw Down(%) | NA | 5.41 | 12.47 | 13.88 | 13.88 | NA | NA | … | … | 0.86 | 5.41 | 4.33 | 13.11 | 5.10 | 5.99 | 4.46 | 8.20 | 2.70 | 3.18 | 5.26 | 6.20 | 4.81 | 4.29 | 5.02 | 9.08 | 4.98 | 5.54 | 6.43 | 7.55 | 3.52 | 5.92 | 4.10 | 2.99 | 5.74 |
| Yield(%) | NA | 15.93 | 11.76 | 8.52 | 5.78 | NA | NA | … | … | NA | 4.75 | 14.61 | 10.17 | 4.31 | 4.96 | 2.97 | 1.88 | 0.19 | 5.07 | 3.52 | 4.28 | 2.30 | 4.72 | 5.48 | 3.93 | 5.12 | 4.95 | 4.69 | 4.61 | 4.67 | 4.63 | 3.87 | 7.93 | 5.52 |
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 |
|---|---|---|---|---|
| SKYWEST INC. EMPLOYEES’ RETIREMENT PLAN Tactical Asset Allocation Moderate |
0.69%
Dec 2013 – Dec 2016 |
1.70%
Feb 2015 – Feb 2020 |
3.33%
Apr 2010 – Apr 2020 |
4.19%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKYWEST INC. EMPLOYEES’ RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.89%
Oct 2004 – Oct 2007 |
13.41%
Mar 2003 – Mar 2008 |
10.22%
Apr 2001 – Apr 2011 |
8.03%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart