Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST AIRLINES CO. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 2.93% | 7.86% | 6.39% | 8.16% | 8.23% | 8.69% | … | … |
Data as of 01/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUTHWEST AIRLINES CO. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 04/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.70 | 2.93 | 7.86 | 6.39 | 8.16 | 8.23 | 8.69 | … | … | 5.65 | -7.66 | 10.80 | 16.10 | 15.82 | -2.48 | 9.90 | 13.73 | 0.13 | 6.73 | 19.11 | 14.85 | -1.07 | 8.13 | 15.68 | 2.17 | 7.27 | 9.68 | 2.88 | 12.81 | 18.95 | 1.36 | 4.68 |
| Sharpe Ratio | NA | 0.04 | 0.98 | 0.46 | 0.67 | NA | NA | … | … | 0.46 | -0.63 | 0.96 | 0.81 | 2.07 | -0.37 | 1.60 | 1.43 | 0.01 | 0.85 | 2.78 | 1.80 | -0.07 | 0.81 | 1.79 | 3.30 | 0.45 | 0.87 | 0.11 | 1.61 | 2.59 | 0.07 | 0.96 |
| Standard Deviation(%) | NA | 12.86 | 12.68 | 13.06 | 10.95 | NA | NA | … | … | 9.20 | 14.30 | 11.19 | 19.49 | 6.98 | 10.28 | 5.81 | 9.44 | 9.51 | 7.91 | 6.85 | 8.23 | 14.81 | 9.91 | 8.70 | 0.38 | 9.56 | 7.41 | 6.70 | 7.35 | 7.04 | 3.65 | 2.48 |
| Draw Down(%) | NA | 10.47 | 17.97 | 21.48 | 21.48 | NA | NA | … | … | 4.89 | 15.92 | 7.13 | 21.48 | 3.59 | 12.89 | 3.10 | 8.64 | 9.52 | 5.41 | 3.69 | 6.46 | 13.34 | 8.91 | 4.18 | 0.37 | 5.87 | 6.14 | 4.50 | 5.63 | 2.93 | 3.74 | 1.52 |
| Yield(%) | NA | 9.58 | 8.31 | 6.60 | 5.37 | NA | NA | … | … | 2.74 | 7.10 | 8.02 | 6.69 | 4.66 | 3.21 | 5.42 | 3.61 | 4.83 | 4.70 | 2.48 | 4.18 | 1.69 | 3.49 | 3.36 | 2.55 | 3.31 | 8.29 | 2.47 | 3.79 | 3.15 | 4.08 | 4.21 |
Data as of 01/31/2023, 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 |
|---|---|---|---|---|
| SOUTHWEST AIRLINES CO. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
2.39%
Mar 2017 – Mar 2020 |
3.89%
Mar 2015 – Mar 2020 |
6.55%
Mar 2010 – Mar 2020 |
7.12%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHWEST AIRLINES CO. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
14.87%
Sep 2011 – Sep 2014 |
12.76%
May 2016 – May 2021 |
10.59%
Sep 2011 – Sep 2021 |
9.56%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart