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 Strategic Asset Allocation – Optimal Moderate | NA | 35.24% | 12.18% | 13.23% | 9.10% | 9.39% | 8.45% | … | … |
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 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 (%) | -0.84 | 35.24 | 12.18 | 13.23 | 9.10 | 9.39 | 8.45 | … | … | 0.86 | 24.82 | 19.33 | -1.77 | 4.73 | 21.38 | 16.93 | -2.78 | 4.38 | 6.56 | 2.70 | 4.37 | 17.81 | 9.53 | 0.27 | 13.61 | 25.35 | -23.17 | 11.97 | 9.81 | 11.27 | 12.86 | 18.69 | -4.11 | 10.94 |
| Sharpe Ratio | NA | 2.43 | 1.01 | 0.91 | 0.74 | NA | NA | … | … | 0.09 | 2.25 | 1.92 | -0.25 | 0.50 | 1.14 | 2.05 | -0.37 | 0.58 | 0.73 | 0.31 | 0.70 | 2.72 | 1.18 | 0.02 | 1.14 | 1.55 | -1.10 | 0.94 | 0.91 | 1.36 | 1.68 | 1.98 | -0.44 | 0.90 |
| Standard Deviation(%) | NA | 8.08 | 9.85 | 12.01 | 10.44 | NA | NA | … | … | 8.52 | 8.12 | 7.86 | 12.75 | 9.36 | 18.47 | 7.57 | 11.15 | 6.51 | 8.69 | 8.52 | 6.18 | 6.55 | 8.03 | 13.78 | 11.87 | 16.25 | 21.93 | 9.60 | 7.18 | 6.71 | 7.10 | 9.10 | 11.77 | 9.57 |
| Draw Down(%) | NA | 5.04 | 11.81 | 19.58 | 19.58 | NA | NA | … | … | 0.61 | 5.04 | 4.79 | 12.10 | 6.02 | 19.58 | 3.87 | 13.37 | 3.91 | 7.97 | 6.81 | 4.62 | 3.83 | 6.88 | 12.35 | 8.60 | 14.44 | 33.22 | 5.53 | 8.27 | 4.14 | 4.39 | 6.79 | 13.97 | 10.08 |
| Yield(%) | NA | 14.64 | 10.06 | 7.11 | 6.11 | NA | NA | … | … | NA | 4.61 | 13.55 | 9.45 | 1.41 | 3.83 | 1.61 | 9.43 | 0.75 | 5.73 | 6.81 | 3.48 | 3.25 | 1.58 | 1.81 | 1.92 | 1.44 | 3.18 | 5.03 | 4.07 | 4.08 | 3.89 | 1.34 | 2.13 | 2.70 |
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 Strategic Asset Allocation – Optimal Moderate |
-5.56%
Feb 2006 – Feb 2009 |
1.08%
Feb 2004 – Feb 2009 |
5.24%
Oct 2007 – Oct 2017 |
5.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKYWEST INC. EMPLOYEES’ RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
18.20%
Feb 2009 – Feb 2012 |
15.17%
Feb 2009 – Feb 2014 |
9.79%
Feb 2009 – Feb 2019 |
10.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart