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 Strategic Asset Allocation – Optimal Moderate | NA | 1.63% | 8.72% | 6.89% | 7.57% | 6.26% | 7.00% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.61 | 1.63 | 8.72 | 6.89 | 7.57 | 6.26 | 7.00 | … | … | 4.72 | -4.32 | 7.81 | 20.48 | 18.47 | -4.79 | 9.17 | 6.77 | 2.22 | 3.82 | 18.82 | 11.60 | -0.95 | 9.09 | 19.48 | -22.90 | 5.98 | 9.02 | 6.96 | 10.10 | 17.82 | -9.56 | 1.84 |
| Sharpe Ratio | NA | -0.02 | 1.24 | 0.57 | 0.68 | NA | NA | … | … | 0.57 | -0.48 | 0.88 | 1.12 | 2.07 | -0.59 | 1.59 | 0.75 | 0.24 | 0.54 | 2.85 | 1.40 | -0.07 | 0.79 | 1.26 | -1.05 | 0.32 | 0.93 | 0.79 | 1.40 | 1.70 | -0.75 | -0.04 |
| Standard Deviation(%) | NA | 10.58 | 10.83 | 11.77 | 9.99 | NA | NA | … | … | 5.89 | 11.81 | 8.90 | 18.09 | 8.25 | 10.26 | 5.38 | 8.81 | 9.02 | 6.99 | 6.60 | 8.24 | 14.25 | 11.36 | 15.42 | 22.70 | 9.26 | 6.16 | 6.08 | 6.56 | 10.05 | 14.15 | 10.80 |
| Draw Down(%) | NA | 10.25 | 12.84 | 19.94 | 19.94 | NA | NA | … | … | 2.37 | 12.84 | 5.69 | 19.94 | 4.53 | 13.09 | 2.59 | 8.23 | 7.50 | 5.19 | 3.90 | 7.11 | 12.16 | 10.38 | 15.92 | 31.24 | 5.63 | 5.05 | 3.81 | 4.18 | 8.84 | 18.28 | 13.18 |
| Yield(%) | NA | 9.80 | 5.80 | 5.16 | 3.67 | NA | NA | … | … | 3.15 | 7.01 | 2.94 | 3.77 | 4.11 | 4.49 | 1.04 | 2.44 | 3.95 | 1.90 | 1.76 | 1.60 | 1.57 | 1.50 | 1.65 | 1.68 | 3.02 | 3.66 | 2.65 | 3.01 | 2.00 | 1.78 | 2.96 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.69%
Feb 2006 – Feb 2009 |
-1.76%
Feb 2004 – Feb 2009 |
3.73%
Dec 2001 – Dec 2011 |
4.59%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHWEST AIRLINES CO. PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
15.48%
Feb 2009 – Feb 2012 |
14.00%
Feb 2009 – Feb 2014 |
9.33%
Sep 2011 – Sep 2021 |
7.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart