Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 14.35% | 2.62% | 7.77% | 4.92% | 6.17% | 8.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT 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 (%) | -1.00 | 14.35 | 2.62 | 7.77 | 4.92 | 6.17 | 8.65 | … | … | 0.60 | 5.68 | 6.33 | -7.55 | 14.25 | 16.42 | 17.76 | -13.66 | 8.94 | 5.63 | -2.83 | 2.49 | 13.25 | 10.55 | 3.42 | 10.52 | 24.99 | -5.80 | 24.91 | 19.08 | 14.52 | 23.46 | 31.20 | 2.34 | 7.72 |
| Sharpe Ratio | NA | 0.05 | -0.20 | 0.34 | 0.29 | NA | NA | … | … | 0.06 | -0.10 | 0.27 | -0.69 | 1.42 | 0.85 | 3.06 | -1.65 | 1.53 | 0.62 | -0.31 | 0.31 | 1.79 | 1.46 | 0.28 | 0.92 | 2.28 | -0.76 | 2.01 | 1.63 | 1.81 | 2.57 | 5.67 | 0.22 | 0.92 |
| Standard Deviation(%) | NA | 9.09 | 10.22 | 12.45 | 10.36 | NA | NA | … | … | 9.48 | 9.10 | 7.77 | 13.04 | 10.01 | 18.99 | 5.34 | 9.06 | 5.44 | 8.72 | 9.16 | 7.93 | 7.40 | 7.17 | 11.94 | 11.29 | 10.90 | 8.83 | 10.92 | 9.73 | 6.81 | 8.77 | 5.38 | 5.70 | 5.87 |
| Draw Down(%) | NA | 5.75 | 17.30 | 22.33 | 22.33 | NA | NA | … | … | 0.66 | 5.75 | 6.01 | 17.30 | 4.65 | 22.33 | 2.19 | 19.27 | 3.22 | 6.76 | 8.83 | 6.22 | 8.08 | 5.45 | 12.79 | 9.00 | 5.38 | 16.30 | 9.60 | 14.28 | 6.14 | 10.42 | 2.77 | 6.73 | 4.78 |
| Yield(%) | NA | 7.19 | 8.24 | 7.54 | 7.03 | NA | NA | … | … | NA | 4.67 | 3.46 | 12.43 | 11.02 | 1.59 | 5.48 | 4.84 | 5.07 | 2.22 | 11.52 | 8.90 | 6.80 | 5.75 | 8.03 | 4.33 | 6.07 | 8.68 | 5.45 | 5.52 | 5.61 | 3.20 | 4.04 | 2.09 | 7.84 |
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 |
|---|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.21%
Mar 2022 – Mar 2025 |
-0.21%
Dec 2013 – Dec 2018 |
3.70%
Mar 2010 – Mar 2020 |
5.17%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
26.26%
Apr 2003 – Apr 2006 |
23.86%
Mar 2003 – Mar 2008 |
15.83%
Apr 2001 – Apr 2011 |
12.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart