Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALASKA AIRLINES INC. PILOTS INVESTMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 38.06% | 3.95% | 10.64% | 4.33% | 4.62% | 5.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALASKA AIRLINES INC. PILOTS INVESTMENT AND SAVINGS 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 (%) | -1.63 | 38.06 | 3.95 | 10.64 | 4.33 | 4.62 | 5.74 | … | … | 1.36 | 17.22 | 29.71 | -26.32 | 8.95 | 26.29 | 5.70 | -26.34 | 16.62 | 7.11 | -1.28 | 0.88 | 16.85 | 7.24 | -3.23 | 1.95 | 17.64 | -3.61 | 10.78 | 11.43 | 8.12 | 10.54 | 24.89 | -3.35 | 2.31 |
| Sharpe Ratio | NA | 0.88 | 0.07 | 0.39 | 0.16 | NA | NA | … | … | 0.09 | 0.73 | 1.99 | -1.10 | 0.60 | 1.74 | 0.49 | -0.93 | 2.35 | 0.87 | -0.13 | 0.08 | 2.46 | 1.17 | -0.31 | 0.17 | 2.66 | -1.49 | 0.81 | 0.98 | 1.05 | 1.27 | 4.62 | -1.56 | 0.01 |
| Standard Deviation(%) | NA | 14.53 | 18.42 | 17.13 | 16.27 | NA | NA | … | … | 15.15 | 14.56 | 12.82 | 25.29 | 14.88 | 14.98 | 8.73 | 29.85 | 6.80 | 7.93 | 10.32 | 10.45 | 6.84 | 6.16 | 10.56 | 11.03 | 6.60 | 3.04 | 9.63 | 8.33 | 5.66 | 7.57 | 5.23 | 2.85 | 0.05 |
| Draw Down(%) | NA | 9.99 | 30.74 | 35.53 | 35.53 | NA | NA | … | … | 1.18 | 9.99 | 10.53 | 32.44 | 8.48 | 10.99 | 8.54 | 32.19 | 3.46 | 5.55 | 9.82 | 8.11 | 4.18 | 5.04 | 10.72 | 13.46 | 3.85 | 4.26 | 6.47 | 10.36 | 4.11 | 6.89 | 2.67 | 6.00 | 0.00 |
| Yield(%) | NA | 3.78 | 5.77 | 5.38 | 4.37 | NA | NA | … | … | NA | 0.04 | 4.57 | 4.98 | 7.54 | 7.99 | 2.36 | 0.45 | 0.22 | 5.03 | 4.36 | 8.40 | 5.11 | 0.73 | 1.17 | 1.14 | 2.29 | 0.92 | 5.23 | 5.99 | 2.60 | 2.00 | 2.69 | 1.21 | 2.31 |
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 |
|---|---|---|---|---|
| ALASKA AIRLINES INC. PILOTS INVESTMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
-7.86%
May 2017 – May 2020 |
-6.08%
Sep 2017 – Sep 2022 |
0.62%
Sep 2012 – Sep 2022 |
1.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALASKA AIRLINES INC. PILOTS INVESTMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
15.40%
Jan 2003 – Jan 2006 |
13.90%
Oct 2002 – Oct 2007 |
8.42%
Jan 2003 – Jan 2013 |
8.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart