Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 15.32% | 3.69% | 19.45% | 12.04% | 10.80% | 9.08% | 8.86% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.11 | 15.32 | 3.69 | 19.45 | 12.04 | 10.80 | 9.08 | 8.86 | NA | 5.06 | 11.52 | -6.16 | 11.51 | 93.12 | 14.48 | -6.03 | 11.88 | 4.71 | 1.79 | 3.82 | 16.95 | 10.51 | 0.35 | 9.01 | 16.95 | -18.28 | 5.41 | 12.89 | 5.57 | 12.13 | 21.87 | -4.45 | -0.60 |
| Sharpe Ratio | NA | -0.10 | -0.09 | 0.63 | 0.54 | NA | NA | 0.50 | 0.03 | -0.20 | 0.93 | -0.62 | 1.31 | 1.71 | 1.96 | -0.79 | 2.24 | 0.53 | 0.20 | 0.52 | 2.54 | 1.64 | 0.03 | 0.95 | 1.31 | -1.18 | 0.28 | 1.43 | 0.66 | 1.45 | 2.39 | -0.49 | -0.30 |
| Standard Deviation(%) | NA | 7.41 | 9.41 | 25.79 | 19.05 | NA | NA | 14.35 | 5.65 | 7.50 | 7.79 | 12.22 | 8.76 | 54.46 | 6.66 | 9.24 | 5.02 | 8.44 | 9.03 | 7.31 | 6.65 | 6.39 | 11.95 | 9.42 | 12.89 | 16.29 | 8.57 | 6.72 | 5.13 | 7.70 | 8.85 | 11.43 | 9.67 |
| Draw Down(%) | NA | 4.71 | 14.46 | 24.41 | 24.41 | NA | NA | 31.06 | 0.48 | 4.71 | 6.06 | 14.46 | 5.07 | 24.41 | 4.10 | 13.06 | 2.47 | 8.85 | 8.06 | 5.87 | 3.60 | 5.31 | 10.76 | 8.33 | 14.14 | 26.26 | 5.66 | 6.58 | 3.59 | 6.65 | 8.25 | 16.22 | 12.55 |
| Yield(%) | NA | 4.40 | 4.99 | 4.22 | 3.97 | NA | NA | 3.56 | NA | 0.64 | 4.55 | 2.81 | 7.60 | 6.61 | 1.74 | 3.58 | 0.40 | 2.61 | 8.78 | 3.21 | 6.01 | 2.64 | 2.74 | 2.68 | 2.45 | 2.24 | 3.26 | 3.38 | 2.83 | 2.91 | 1.83 | 3.31 | 3.11 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.08%
Feb 2006 - Feb 2009 |
-0.02%
Feb 2004 - Feb 2009 |
4.40%
Mar 2010 - Mar 2020 |
4.42%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
35.32%
Mar 2020 - Mar 2023 |
21.45%
Jun 2016 - Jun 2021 |
14.09%
Sep 2011 - Sep 2021 |
12.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart