Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JetBlue Airways Brokerage Retirement Plan Tactical Asset Allocation Moderate | NA | 15.27% | 1.23% | 5.76% | 4.55% | 5.65% | 7.90% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JetBlue Airways Brokerage 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 (%) | -1.44 | 15.27 | 1.23 | 5.76 | 4.55 | 5.65 | 7.90 | … | … | -6.94 | 0.72 | 10.45 | -13.44 | 13.24 | 15.49 | 3.76 | -3.73 | 15.06 | 5.29 | -3.60 | 1.55 | 11.30 | 2.88 | 5.13 | 13.73 | 24.27 | -2.32 | 20.67 | 16.25 | 15.00 | 15.53 | 27.37 | 11.86 | 3.56 |
| Sharpe Ratio | NA | -0.92 | -0.70 | 0.07 | 0.17 | NA | NA | … | … | -0.12 | -0.58 | 0.82 | -1.62 | 1.41 | 1.56 | 0.44 | -0.60 | 2.79 | 0.79 | -0.55 | 0.24 | 1.50 | 0.42 | 0.59 | 1.02 | 1.81 | -0.43 | 1.50 | 1.33 | 1.71 | 1.52 | 4.31 | 1.85 | 0.22 |
| Standard Deviation(%) | NA | 12.66 | 10.05 | 9.89 | 8.36 | NA | NA | … | … | 57.07 | 10.07 | 7.55 | 9.16 | 9.35 | 9.81 | 5.32 | 8.40 | 5.18 | 6.40 | 6.63 | 6.37 | 7.52 | 6.71 | 8.71 | 13.36 | 13.36 | 7.47 | 11.82 | 9.76 | 7.52 | 9.59 | 6.19 | 5.81 | 5.68 |
| Draw Down(%) | NA | 15.68 | 15.70 | 17.44 | 17.44 | NA | NA | … | … | 7.49 | 8.85 | 5.65 | 14.54 | 5.94 | 7.40 | 3.55 | 10.98 | 2.34 | 6.84 | 8.65 | 4.58 | 8.36 | 8.67 | 6.27 | 9.47 | 5.41 | 8.77 | 9.72 | 12.72 | 6.20 | 11.78 | 4.07 | 5.85 | 4.15 |
| Yield(%) | NA | 4.00 | 5.85 | 4.69 | 3.66 | NA | NA | … | … | NA | 0.57 | 4.07 | 2.18 | 10.77 | 4.05 | 2.36 | 2.76 | 0.47 | 4.56 | 2.87 | 2.74 | 1.80 | 3.78 | 3.41 | 3.26 | 2.82 | 3.41 | 8.29 | 5.63 | 4.62 | 3.45 | 5.56 | 4.91 | 5.93 |
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 Brokerage Retirement Plan Tactical Asset Allocation Moderate |
-1.25%
Dec 2021 – Dec 2024 |
1.41%
Feb 2015 – Feb 2020 |
3.38%
Oct 2013 – Oct 2023 |
4.88%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JetBlue Airways Brokerage Retirement Plan Tactical Asset Allocation Moderate |
22.34%
Oct 2004 – Oct 2007 |
20.52%
Oct 2002 – Oct 2007 |
15.06%
Apr 2001 – Apr 2011 |
11.15%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart