Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COR (Cencora, Inc.) | -19.64% | -5.76% | 16.66% | 19.47% | 15.05% | 15.10% | 15.12% | … | … |
Data as of 06/04/2026, Common starting date is 04/04/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COR (Cencora, Inc.) | 04/04/1995 | 06/04/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | -5.76 | 16.66 | 19.47 | 15.05 | 15.10 | 15.12 | … | … | -19.64 | 51.48 | 10.37 | 25.33 | 26.26 | 38.01 | 17.03 | 16.48 | -17.57 | 19.51 | -23.32 | 16.39 | 29.95 | 65.35 | 17.95 | 10.30 | 32.39 | 47.93 | -19.84 | 3.34 | 8.90 | 41.35 | 2.54 | 5.73 | -14.42 | 25.90 | 232.51 | -53.27 | 11.59 | 20.73 | 46.21 | 39.68 |
| Sharpe Ratio | NA | -0.30 | 0.63 | 0.77 | 0.50 | NA | NA | … | … | -1.07 | 2.21 | 0.38 | 1.34 | 1.06 | 1.60 | 0.40 | 0.55 | -0.62 | 0.74 | -0.79 | 0.97 | 1.95 | 4.22 | 1.06 | 0.40 | 1.41 | 1.74 | -0.57 | 0.01 | 0.29 | 1.86 | 0.06 | 0.16 | -0.41 | 0.64 | 3.52 | -0.94 | 0.16 | 0.52 | 1.32 | 1.52 |
| Standard Deviation(%) | NA | 31.17 | 23.41 | 22.62 | 27.53 | NA | NA | … | … | 41.49 | 22.13 | 17.87 | 16.29 | 23.64 | 23.79 | 41.34 | 27.43 | 30.50 | 25.71 | 29.85 | 16.79 | 15.32 | 15.46 | 16.96 | 25.42 | 22.91 | 27.54 | 36.26 | 26.21 | 19.23 | 21.05 | 24.40 | 31.86 | 38.40 | 37.54 | 64.87 | 60.06 | 51.41 | 32.64 | 31.82 | 34.83 |
| Draw Down(%) | NA | 32.44 | 32.44 | 32.44 | 32.44 | NA | NA | … | … | 32.18 | 10.52 | 11.84 | 11.92 | 17.84 | 10.75 | 23.78 | 18.18 | 31.76 | 23.67 | 32.62 | 19.29 | 11.67 | 6.30 | 10.02 | 19.63 | 16.80 | 27.08 | 41.91 | 21.39 | 16.11 | 13.94 | 19.03 | 26.98 | 37.59 | 24.74 | 49.34 | 71.01 | 40.80 | 21.70 | 25.33 | 17.53 |
| Yield(%) | 0.00 | 0.81 | 1.25 | 1.76 | 2.38 | 3.75 | 2.99 | … | … | 0.35 | 1.00 | 1.00 | 1.20 | 1.41 | 1.84 | 2.00 | 2.15 | 1.64 | 1.79 | 1.36 | 1.34 | 1.42 | 1.99 | 1.58 | 1.34 | 1.28 | 0.96 | 0.73 | 3.52 | 0.30 | 0.21 | 0.18 | 0.17 | 0.16 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/04/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COR (Cencora, Inc.) |
-16.69%
Feb 1997 – Feb 2000 |
-3.27%
Mar 2015 – Mar 2020 |
6.06%
Feb 1999 – Feb 2009 |
11.31%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COR (Cencora, Inc.) |
68.11%
Oct 1999 – Oct 2002 |
36.89%
Nov 2008 – Nov 2013 |
24.63%
Mar 2005 – Mar 2015 |
26.68%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart