Passenger Airlines Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1UAL United Airlines Holdings
172.06
 0.20 
 2.89 
 0.59 
2LTM LATAM Airlines Group
95.71
 0.24 
 1.71 
 0.40 
3DAL Delta Air Lines
67.37
 0.14 
 2.62 
 0.36 
4RYAAY Ryanair Holdings PLC
65.17
 0.06 
 1.84 
 0.12 
5JOBY Joby Aviation
37.05
 0.17 
 5.37 
 0.92 
6ALK Alaska Air Group
33.58
 0.13 
 2.79 
 0.37 
7CPA Copa Holdings SA
3.08
 0.14 
 1.50 
 0.22 
8ALGT Allegiant Travel
1.79
 0.11 
 4.02 
 0.43 
9SKYW SkyWest
0.77
 0.06 
 2.37 
 0.14 
10MESA Mesa Air Group
0.0
 0.23 
 2.81 
 0.64 
11UHAL-B U Haul Holding
0.0
(0.04)
 1.60 
(0.07)
12ULCC Frontier Group Holdings
0.0
 0.16 
 6.24 
 0.98 
13FLYX flyExclusive,
-8.91
 0.19 
 7.16 
 1.37 
14AAL American Airlines Group
-10.07
 0.09 
 3.30 
 0.31 
15VLRS Volaris
-19.75
 0.22 
 3.38 
 0.73 
16LUV Southwest Airlines
-25.01
 0.02 
 2.52 
 0.06 
17JBLU JetBlue Airways Corp
-61.0
 0.12 
 3.25 
 0.39 
18SNCY Sun Country Airlines
-63.99
 0.11 
 3.51 
 0.37 
19SRFM Surf Air Mobility
-80.32
 0.14 
 15.47 
 2.15 
20UP Wheels Up Experience
-97.92
 0.13 
 8.58 
 1.12 
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.