Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
401k Investor
MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN
MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate
MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate
live (public) 0.57% February 28
Delayed
Holdings (As of 10/31/2024)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | MPBFX (BNY MELLON BOND FUND CLASS M SHARES) | 0.36% | BNY MELLON STBLE VALUE | 39.56% |
| US Equity | SVSPX (SSGA S&P 500 INDEX FUND CLASS N) | 1.86% | SSGA S&P 500 INDEX | 13.64% |
| US Equity | SNIGX (SIT LARGE CAP GROWTH FUND INC SIT LARGE CAP GROWTH FUND INC) | 2.14% | PSIP LARGE CAP GROWTH | 13.60% |
| CASH | CASH (CASH) | 0.0% | CASH | 0.12% |
| International Equity | OAKWX (OAKMARK GLOBAL SELECT FUND INVESTOR CLASS) | 1.39% | OAKMARK GLOBAL SELECT FUND(OAKWX) | 17.29% |
| International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.91% | DODFX | 15.79% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate | 5.3% | 12.9% | 1.3% | 6.0% | 6.2% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.7% | 19.4% | 16.6% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 10.5% | 12.0% | 8.8% | 8.5% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 1.0 | 5.3 | 12.9 | 1.3 | 6.0 | 6.2 | 7.3 | 7.5 | 7.9 | 8.1 | 8.4 | 2.7 | 10.6 | -15.4 | 11.7 | 16.2 | 17.3 | -4.7 | 14.9 | 9.9 | -1.8 | 5.9 | 21.5 | 12.6 | 0.1 | 10.3 | 20.2 | 0.2 | 10.0 | 13.8 | 5.0 | 13.1 | 22.7 | 2.1 | 7.0 |
| Sharpe Ratio | NA | 0.55 | 0.03 | -0.25 | 0.43 | 0.5 | NA | NA | NA | NA | 0.89 | -0.48 | 0.74 | -1.7 | 1.2 | 1.84 | 2.33 | -0.64 | 2.81 | 1.41 | -0.25 | 0.82 | 2.9 | 1.6 | 0.0 | 1.18 | 2.49 | -0.11 | 0.75 | 1.41 | 0.45 | 1.65 | 3.54 | 0.25 | 1.08 |
| Draw Down(%) | NA | 1.6 | 6.8 | 13.5 | 17.9 | 17.9 | NA | NA | NA | NA | 17.9 | 6.2 | 8.6 | 16.2 | 5.5 | 12.3 | 4.0 | 12.5 | 2.1 | 4.1 | 8.1 | 5.8 | 4.6 | 6.8 | 13.5 | 7.6 | 3.8 | 6.5 | 6.3 | 7.4 | 4.4 | 6.2 | 3.0 | 2.9 | 3.7 |
| Standard Deviation(%) | NA | 7.8 | 7.9 | 8.7 | 8.9 | 8.2 | NA | NA | NA | NA | 8.0 | 8.0 | 8.6 | 9.9 | 9.7 | 8.7 | 6.8 | 9.5 | 5.1 | 6.9 | 7.2 | 7.2 | 7.4 | 7.9 | 14.0 | 8.6 | 8.1 | 6.6 | 9.3 | 7.5 | 6.2 | 7.4 | 6.2 | 4.0 | 4.3 |
| Treynor Ratio | NA | 0.1 | 0.01 | -0.06 | 0.16 | 0.14 | NA | NA | NA | NA | 0.32 | -0.07 | 0.12 | -0.55 | 0.19 | 1.77 | 0.31 | -0.12 | 0.21 | 0.3 | -0.06 | 0.1 | 0.34 | 0.21 | 0.0 | 0.28 | 2.16 | 0.28 | 0.13 | 0.16 | 0.05 | 0.22 | 1.45 | -0.15 | -1.15 |
| Alpha | NA | 0.1 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | 0.02 | -0.05 | -0.01 | -0.05 | -0.01 | 0.05 | 0.01 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.06 | -0.01 | 0.02 | 0.01 | 0.01 | 0.03 | 0.06 | 0.0 | 0.02 |
| Beta | NA | 0.42 | 0.5 | 0.38 | 0.24 | 0.3 | NA | NA | NA | NA | 0.22 | 0.53 | 0.54 | 0.3 | 0.61 | 0.09 | 0.52 | 0.51 | 0.67 | 0.32 | 0.3 | 0.58 | 0.63 | 0.59 | 0.58 | 0.36 | 0.09 | -0.03 | 0.54 | 0.67 | 0.53 | 0.57 | 0.15 | -0.06 | -0.04 |
| RSquared | NA | 0.51 | 0.66 | 0.56 | 0.33 | 0.43 | NA | NA | NA | NA | 0.29 | 0.7 | 0.68 | 0.55 | 0.67 | 0.13 | 0.9 | 0.85 | 0.77 | 0.37 | 0.43 | 0.86 | 0.87 | 0.91 | 0.94 | 0.56 | 0.1 | 0.02 | 0.87 | 0.79 | 0.79 | 0.72 | 0.17 | 0.17 | 0.04 |
| Sortino Ratio | NA | 0.93 | 0.05 | -0.34 | 0.6 | 0.68 | NA | NA | NA | NA | 1.23 | -0.64 | 1.09 | -2.11 | 1.69 | 2.51 | 3.35 | -0.81 | 4.37 | 1.91 | -0.33 | 1.12 | 4.34 | 2.41 | 0.0 | 1.69 | 3.87 | -0.15 | 1.03 | 2.17 | 0.65 | 2.33 | 5.73 | 0.34 | 1.49 |
| Yield(%) | N/A | 0.0 | 1.9 | 2.7 | 4.7 | 5.3 | 7.5 | 7.5 | 10.4 | 10.4 | 4.27 | 2.0 | 2.6 | 3.5 | 5.6 | 6.1 | 5.8 | 6.8 | 3.5 | 3.6 | 1.6 | 5.4 | 6.5 | 3.3 | 2.3 | 3.0 | 3.7 | 4.5 | 7.7 | 5.5 | 2.5 | 2.8 | 5.0 | 0.0 | 5.9 |
| Dividend Growth(%) | N/A | -100.0 | -20.7 | -44.1 | 28.3 | 103.2 | N/A | N/A | N/A | N/A | N/A | -17.5 | -36.6 | -28.5 | 3.8 | 25.7 | -19.4 | 124.5 | 6.0 | 116.3 | -67.6 | -0.5 | 119.2 | 48.5 | -17.8 | 0.5 | -19.0 | -35.7 | 56.3 | 135.5 | -0.0 | -30.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN.
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>