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. 401K PLAN Asset Allocation Composite Moderate | 3.83% | 31.41% | 24.06% | 13.58% | 11.68% | 9.14% | 9.22% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUTHWEST AIRLINES CO. 401K PLAN Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.05 | 31.41 | 24.06 | 13.58 | 11.68 | 9.14 | 9.22 | … | … | 3.83 | 30.39 | 18.74 | 24.73 | -7.48 | 4.81 | 10.24 | 16.02 | -5.42 | 16.09 | 5.55 | 0.36 | 2.72 | 15.65 | 15.35 | -4.00 | 11.81 | 15.84 | 2.16 | 8.41 | 9.34 | 3.23 | 13.70 | 8.93 | -1.36 | 5.00 |
| Sharpe Ratio | NA | 3.36 | 2.26 | 1.08 | 0.96 | NA | NA | … | … | 0.35 | 2.76 | 1.88 | 2.66 | -0.66 | 0.53 | 0.60 | 2.33 | -0.73 | 3.38 | 0.60 | 0.04 | 0.41 | 2.34 | 1.83 | -0.28 | 1.24 | 1.86 | 3.03 | 0.56 | 0.85 | 0.15 | 1.79 | 1.08 | -0.55 | 0.59 |
| Standard Deviation(%) | NA | 8.31 | 8.78 | 9.84 | 9.95 | NA | NA | … | … | 9.38 | 9.98 | 8.06 | 7.92 | 13.40 | 9.08 | 16.67 | 6.25 | 9.39 | 4.56 | 8.85 | 8.49 | 6.54 | 6.68 | 8.35 | 14.64 | 9.48 | 8.48 | 0.39 | 9.41 | 6.97 | 6.70 | 7.09 | 7.59 | 4.57 | 4.40 |
| Draw Down(%) | NA | 5.89 | 8.95 | 18.67 | 19.57 | NA | NA | … | … | 5.89 | 8.95 | 5.25 | 4.75 | 16.51 | 5.61 | 19.57 | 3.64 | 12.39 | 1.59 | 7.79 | 8.19 | 5.53 | 5.21 | 7.03 | 13.83 | 8.63 | 4.22 | 0.38 | 5.97 | 5.92 | 4.37 | 5.44 | 5.73 | 4.66 | 5.10 |
| Yield(%) | NA | 15.99 | 12.08 | 9.27 | 6.54 | NA | NA | … | … | NA | NA | 9.67 | 14.24 | 7.10 | 6.79 | 4.32 | 4.78 | 3.67 | 6.07 | 2.98 | 4.28 | 2.54 | 2.15 | 3.98 | 1.82 | 3.77 | 2.90 | 2.55 | 3.01 | 8.07 | 2.40 | 5.71 | 2.83 | 4.43 | 3.89 |
Data as of 02/27/2026, 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. 401K PLAN Asset Allocation Composite Moderate |
0.66%
Sep 2019 – Sep 2022 |
1.76%
Sep 2017 – Sep 2022 |
4.76%
Sep 2012 – Sep 2022 |
5.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUTHWEST AIRLINES CO. 401K PLAN Asset Allocation Composite Moderate |
25.63%
Sep 2022 – Sep 2025 |
14.96%
Oct 2020 – Oct 2025 |
11.68%
Feb 2016 – Feb 2026 |
9.23%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart