Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JETBLUE AIRWAYS RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.71% | 2.06% | 6.87% | 6.21% | 7.35% | 6.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JETBLUE AIRWAYS RETIREMENT PLAN Strategic Asset Allocation – Optimal 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 (%) | -1.09 | 21.71 | 2.06 | 6.87 | 6.21 | 7.35 | 6.60 | … | … | 0.23 | 6.84 | 9.64 | -12.00 | 5.88 | 21.15 | 18.12 | -4.38 | 6.77 | 6.64 | 3.04 | 1.77 | 15.87 | 11.52 | 1.20 | 14.44 | 23.66 | -23.98 | 7.99 | 11.95 | 7.90 | 13.14 | 23.27 | -0.17 | 8.91 |
| Sharpe Ratio | NA | 0.14 | -0.24 | 0.27 | 0.41 | NA | NA | … | … | 0.03 | 0.03 | 0.63 | -0.97 | 0.63 | 1.17 | 2.27 | -0.59 | 1.03 | 0.73 | 0.36 | 0.24 | 2.26 | 1.35 | 0.08 | 1.19 | 1.23 | -1.14 | 0.51 | 1.10 | 0.91 | 1.55 | 2.64 | -0.13 | 0.80 |
| Standard Deviation(%) | NA | 8.48 | 10.60 | 12.21 | 10.36 | NA | NA | … | … | 6.30 | 8.56 | 8.52 | 13.84 | 9.24 | 17.92 | 7.37 | 9.67 | 5.99 | 8.77 | 8.34 | 7.25 | 7.00 | 8.48 | 15.01 | 12.05 | 19.13 | 21.82 | 9.73 | 7.87 | 6.29 | 7.88 | 8.56 | 9.94 | 8.28 |
| Draw Down(%) | NA | 7.08 | 18.48 | 20.41 | 20.41 | NA | NA | … | … | 0.50 | 6.93 | 8.52 | 19.37 | 5.46 | 19.62 | 3.61 | 12.45 | 4.99 | 8.21 | 7.11 | 5.67 | 4.69 | 6.82 | 14.16 | 8.83 | 20.08 | 34.05 | 7.03 | 8.58 | 4.16 | 5.78 | 8.24 | 16.35 | 10.55 |
| Yield(%) | NA | 4.52 | 4.38 | 4.14 | 4.44 | NA | NA | … | … | NA | 0.86 | 4.22 | 4.44 | 3.29 | 4.76 | 3.09 | 9.40 | 0.17 | 3.98 | 6.15 | 4.20 | 4.07 | 3.70 | 4.64 | 3.15 | 1.93 | 2.49 | 6.50 | 5.87 | 4.78 | 4.42 | 2.32 | 2.46 | 5.71 |
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 RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-8.48%
Feb 2006 – Feb 2009 |
-1.18%
Feb 2004 – Feb 2009 |
4.59%
Oct 2013 – Oct 2023 |
4.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JETBLUE AIRWAYS RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
20.83%
Feb 2009 – Feb 2012 |
16.84%
Feb 2009 – Feb 2014 |
10.23%
Feb 2009 – Feb 2019 |
9.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart