Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCK (McKesson Corporation) | -5.15% | 9.57% | 25.81% | 32.54% | 16.18% | 16.82% | 15.74% | … | … |
Data as of 06/05/2026, Common starting date is 11/10/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCK (McKesson Corporation) | 11/10/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.71 | 9.57 | 25.81 | 32.54 | 16.18 | 16.82 | 15.74 | … | … | -5.15 | 44.54 | 23.67 | 24.13 | 51.82 | 44.21 | 27.07 | 26.73 | -28.39 | 11.94 | -28.30 | -4.52 | 29.26 | 67.65 | 25.59 | 11.78 | 13.80 | 62.97 | -40.37 | 29.72 | -1.26 | 64.90 | -1.40 | 19.93 | -27.19 | 4.92 | 61.26 | -71.54 | 45.91 | 93.96 | 10.37 | 55.17 | -1.14 |
| Sharpe Ratio | NA | 0.07 | 0.85 | 1.21 | 0.50 | NA | NA | … | … | -0.69 | 1.81 | 0.76 | 1.05 | 2.11 | 2.04 | 0.59 | 0.88 | -1.12 | 0.45 | -0.73 | -0.21 | 1.48 | 3.76 | 1.64 | 0.44 | 0.59 | 1.78 | -0.92 | 1.11 | -0.23 | 2.73 | -0.07 | 0.64 | -0.76 | 0.07 | 1.14 | -0.94 | 0.98 | 3.56 | 0.28 | 2.92 | -0.66 |
| Standard Deviation(%) | NA | 28.40 | 25.35 | 24.08 | 28.98 | NA | NA | … | … | 34.77 | 23.09 | 26.21 | 19.77 | 23.99 | 21.68 | 45.26 | 28.60 | 26.75 | 25.07 | 38.97 | 21.48 | 19.74 | 18.00 | 15.74 | 26.73 | 23.21 | 35.26 | 44.80 | 24.16 | 20.55 | 22.92 | 34.14 | 30.02 | 37.49 | 36.98 | 50.01 | 80.12 | 43.28 | 25.25 | 23.90 | 17.55 | 18.64 |
| Draw Down(%) | NA | 27.17 | 27.17 | 27.17 | 44.22 | NA | NA | … | … | 27.17 | 10.52 | 23.91 | 13.00 | 11.04 | 8.89 | 32.11 | 17.68 | 38.09 | 19.50 | 37.36 | 26.17 | 11.15 | 6.34 | 11.37 | 19.78 | 18.11 | 25.83 | 57.68 | 15.57 | 17.74 | 10.94 | 35.69 | 23.36 | 39.40 | 33.05 | 40.32 | 78.07 | 28.91 | 12.57 | 26.07 | 9.50 | 7.58 |
| Yield(%) | 0.11 | 0.46 | 0.73 | 1.30 | 1.07 | 1.96 | 2.78 | … | … | 0.20 | 0.54 | 0.56 | 0.62 | 0.81 | 1.02 | 1.20 | 1.42 | 0.92 | 0.84 | 0.58 | 0.50 | 0.60 | 0.90 | 1.01 | 1.10 | 1.04 | 1.23 | 0.66 | 0.47 | 0.45 | 0.77 | 0.78 | 0.86 | 0.64 | 0.68 | 1.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/10/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCK (McKesson Corporation) |
-25.16%
Sep 1998 – Sep 2001 |
-17.82%
Sep 1998 – Sep 2003 |
-6.57%
Oct 1998 – Oct 2008 |
3.01%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCK (McKesson Corporation) |
59.69%
Sep 1995 – Sep 1998 |
43.10%
Feb 2021 – Feb 2026 |
23.46%
Oct 2004 – Oct 2014 |
20.95%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart