Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PINNACLE AIRLINES INC. SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -6.14% | 0.87% | 1.36% | 2.23% | 4.70% | 5.63% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PINNACLE AIRLINES INC. SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.64 | -6.14 | 0.87 | 1.36 | 2.23 | 4.70 | 5.63 | … | … | -2.75 | 6.18 | -15.39 | 12.52 | 12.58 | 7.60 | -1.96 | 7.67 | 4.27 | -3.24 | 2.63 | 14.10 | 8.82 | 2.48 | 9.56 | 17.73 | -0.83 | 7.74 | 12.02 | 5.93 | 12.81 | 20.25 | 10.63 | 6.59 |
| Sharpe Ratio | NA | -0.14 | -0.28 | 0.24 | 0.25 | NA | NA | … | … | -0.31 | 0.24 | -1.83 | 1.27 | 1.41 | 1.31 | -0.44 | 1.43 | 0.79 | -0.52 | 0.42 | 2.07 | 1.56 | 0.23 | 0.77 | 2.02 | -0.28 | 0.51 | 1.12 | 0.65 | 1.68 | 3.53 | 2.25 | 0.94 |
| Standard Deviation(%) | NA | 8.50 | 9.02 | 8.41 | 7.31 | NA | NA | … | … | 9.83 | 8.04 | 9.18 | 9.87 | 8.79 | 4.74 | 7.51 | 4.93 | 5.12 | 6.26 | 6.29 | 6.79 | 5.62 | 10.47 | 12.30 | 8.73 | 6.26 | 9.26 | 7.83 | 5.80 | 7.08 | 5.55 | 4.24 | 4.58 |
| Draw Down(%) | NA | 7.31 | 19.83 | 19.83 | 19.83 | NA | NA | … | … | 3.78 | 7.31 | 16.10 | 6.37 | 10.45 | 2.63 | 8.99 | 3.18 | 3.77 | 7.21 | 4.38 | 6.17 | 4.57 | 10.42 | 9.15 | 4.40 | 5.49 | 7.13 | 10.16 | 4.33 | 6.39 | 3.06 | 2.86 | 4.50 |
| Yield(%) | NA | 3.47 | 4.48 | 4.26 | 3.88 | NA | NA | … | … | 0.01 | 3.70 | 2.70 | 7.02 | 4.69 | 3.20 | 5.69 | 0.12 | 2.45 | 6.00 | 3.55 | 4.07 | 4.58 | 2.66 | 4.10 | 4.46 | 3.53 | 6.01 | 6.44 | 3.07 | 4.62 | 4.50 | 6.87 | 7.54 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| PINNACLE AIRLINES INC. SAVINGS PLAN Tactical Asset Allocation Moderate |
0.36%
Dec 2020 – Dec 2023 |
1.07%
Sep 2018 – Sep 2023 |
2.23%
Oct 2013 – Oct 2023 |
4.47%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINNACLE AIRLINES INC. SAVINGS PLAN Tactical Asset Allocation Moderate |
15.32%
Apr 2003 – Apr 2006 |
12.90%
Apr 2001 – Apr 2006 |
10.77%
Apr 2001 – Apr 2011 |
8.48%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart