Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVS (CVS Health Corporation) | 22.94% | 57.64% | 15.07% | 5.57% | 2.97% | 9.18% | 8.42% | … | … |
Data as of 06/05/2026, Common starting date is 12/17/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVS (CVS Health Corporation) | 12/17/1984 | 06/05/2026 |
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.44 | 57.64 | 15.07 | 5.57 | 2.97 | 9.18 | 8.42 | … | … | 22.94 | 84.35 | -40.77 | -12.53 | -7.63 | 54.87 | -5.14 | 17.26 | -7.04 | -6.69 | -17.83 | 2.90 | 36.56 | 50.38 | 20.28 | 18.94 | 9.12 | 13.17 | -27.16 | 29.43 | 17.61 | 18.21 | 26.48 | 47.19 | -14.31 | -50.09 | -24.00 | -27.12 | 72.69 | 55.14 | 56.87 | 4.12 | -20.90 | -21.00 | 23.15 | 9.29 | -2.81 | 23.64 | 44.90 | 0.92 | 9.82 | 40.13 | -4.49 |
| Sharpe Ratio | NA | 1.52 | 0.34 | 0.06 | 0.02 | NA | NA | … | … | 1.10 | 2.62 | -1.20 | -0.66 | -0.34 | 2.62 | -0.14 | 0.62 | -0.29 | -0.34 | -0.81 | 0.15 | 2.50 | 3.01 | 1.26 | 0.78 | 0.37 | 0.33 | -0.63 | 1.32 | 0.53 | 0.67 | 1.21 | 1.69 | -0.43 | -1.06 | -0.31 | -0.62 | 1.77 | 1.74 | 2.34 | 0.01 | -1.11 | -1.20 | 0.97 | 0.20 | -0.28 | 0.89 | 1.94 | -0.10 | 0.19 | 1.59 | -2.21 |
| Standard Deviation(%) | NA | 31.26 | 33.74 | 30.14 | 29.46 | NA | NA | … | … | 39.35 | 31.30 | 37.02 | 24.63 | 26.78 | 20.97 | 39.68 | 25.66 | 29.29 | 21.87 | 22.28 | 19.53 | 14.60 | 16.72 | 16.14 | 24.35 | 24.36 | 39.53 | 44.33 | 20.02 | 26.93 | 23.69 | 21.16 | 27.56 | 35.67 | 50.08 | 89.94 | 49.27 | 39.06 | 29.43 | 22.53 | 23.67 | 21.57 | 19.20 | 21.09 | 26.44 | 29.43 | 19.97 | 20.57 | 34.51 | 28.50 | 21.81 | 35.57 |
| Draw Down(%) | NA | 16.44 | 43.98 | 56.79 | 56.79 | NA | NA | … | … | 16.44 | 14.64 | 43.98 | 28.42 | 19.87 | 10.68 | 30.77 | 25.40 | 27.54 | 19.29 | 30.05 | 19.02 | 8.19 | 8.89 | 8.93 | 17.09 | 27.42 | 23.89 | 44.42 | 9.98 | 24.27 | 21.87 | 10.47 | 14.75 | 32.17 | 62.19 | 64.78 | 46.08 | 21.98 | 13.51 | 15.86 | 25.02 | 26.44 | 24.43 | 15.03 | 28.27 | 41.50 | 20.61 | 9.24 | 45.14 | 24.92 | 11.95 | 7.74 |
| Yield(%) | 0.00 | 4.22 | 3.70 | 2.84 | 2.30 | 4.88 | 4.99 | … | … | 1.66 | 6.02 | 3.29 | 2.60 | 2.11 | 2.86 | 2.70 | 3.05 | 2.72 | 2.49 | 1.76 | 1.47 | 1.56 | 1.81 | 1.57 | 1.43 | 1.07 | 1.03 | 0.66 | 0.74 | 0.59 | 0.97 | 1.49 | 1.83 | 1.57 | 0.81 | 1.23 | 0.44 | 0.53 | 0.28 | 19.55 | 4.84 | 3.76 | 2.83 | 3.38 | 3.47 | 3.14 | 2.19 | 3.89 | 3.20 | 3.07 | 4.09 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/17/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVS (CVS Health Corporation) |
-36.51%
Jan 1999 – Jan 2002 |
-19.75%
Mar 1998 – Mar 2003 |
-6.01%
Feb 1999 – Feb 2009 |
0.65%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVS (CVS Health Corporation) |
65.12%
Jan 1996 – Jan 1999 |
32.47%
Aug 2010 – Aug 2015 |
18.23%
Apr 2003 – Apr 2013 |
15.30%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison Chart