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 Strategic Asset Allocation – Optimal Moderate | NA | 26.42% | 5.99% | 8.99% | 4.77% | 6.32% | 5.90% | … | … |
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 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 (%) | -0.94 | 26.42 | 5.99 | 8.99 | 4.77 | 6.32 | 5.90 | … | … | 0.93 | 14.79 | 13.56 | -7.28 | -0.63 | 24.99 | 14.38 | -21.94 | 11.04 | 2.13 | 2.96 | 3.88 | 19.12 | 11.09 | -1.70 | 9.87 | 27.42 | -26.41 | 11.90 | 9.15 | 10.30 | 10.20 | 23.13 | -6.68 | -0.64 |
| Sharpe Ratio | NA | 1.00 | 0.31 | 0.50 | 0.25 | NA | NA | … | … | 0.09 | 0.86 | 1.25 | -0.70 | -0.07 | 1.34 | 1.80 | -0.99 | 1.92 | 0.22 | 0.33 | 0.52 | 2.75 | 1.30 | -0.12 | 0.72 | 1.46 | -1.23 | 0.93 | 0.73 | 1.30 | 1.28 | 2.71 | -0.83 | -0.31 |
| Standard Deviation(%) | NA | 9.52 | 9.98 | 12.17 | 12.36 | NA | NA | … | … | 9.82 | 9.54 | 7.45 | 12.32 | 9.90 | 18.47 | 7.19 | 23.51 | 5.43 | 8.70 | 8.95 | 7.40 | 6.93 | 8.49 | 14.65 | 13.58 | 18.74 | 22.28 | 9.58 | 8.04 | 6.24 | 7.25 | 8.29 | 9.40 | 9.42 |
| Draw Down(%) | NA | 6.67 | 14.20 | 18.82 | 29.05 | NA | NA | … | … | 0.75 | 6.67 | 5.39 | 14.95 | 7.22 | 18.60 | 3.47 | 28.95 | 2.97 | 8.67 | 8.00 | 4.98 | 4.32 | 7.41 | 13.09 | 11.76 | 15.47 | 35.29 | 6.37 | 9.49 | 4.38 | 6.01 | 6.57 | 14.89 | 14.29 |
| Yield(%) | NA | 4.09 | 4.18 | 4.06 | 3.42 | NA | NA | … | … | NA | 0.57 | 4.33 | 3.57 | 4.37 | 6.17 | 1.49 | 4.38 | 0.27 | 2.56 | 2.37 | 4.41 | 2.92 | 1.13 | 1.13 | 0.59 | 0.40 | 0.84 | 5.41 | 7.30 | 3.22 | 2.19 | 0.72 | 1.71 | 1.08 |
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 Strategic Asset Allocation – Optimal Moderat |
-7.66%
Feb 2006 – Feb 2009 |
-1.72%
Mar 2015 – Mar 2020 |
3.00%
Oct 2013 – Oct 2023 |
3.02%
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 Strategic Asset Allocation – Optimal Moderat |
17.83%
Feb 2009 – Feb 2012 |
15.31%
Feb 2009 – Feb 2014 |
8.28%
Mar 2003 – Mar 2013 |
7.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart