Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Walgreen Company Profit-Sharing Retirement Plan Tactical Asset Allocation Moderate | NA | 34.10% | 12.29% | 10.04% | 7.50% | 7.57% | 8.02% | 8.34% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Walgreen Company Profit-Sharing Retirement Plan Tactical Asset Allocation 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 (%) | -0.77 | 34.10 | 12.29 | 10.04 | 7.50 | 7.57 | 8.02 | 8.34 | NA | 23.09 | 26.07 | -4.94 | 5.79 | 5.84 | 9.46 | -0.54 | 14.09 | 1.55 | -0.18 | 0.32 | 15.43 | 11.55 | 2.03 | 6.34 | 17.82 | 0.08 | 11.72 | 13.54 | 5.32 | 6.94 | 17.88 | 2.98 | 8.03 |
| Sharpe Ratio | NA | 1.94 | 1.13 | 0.88 | 0.78 | NA | NA | 0.91 | 0.08 | 1.78 | 2.94 | -0.69 | 0.67 | 0.49 | 1.78 | -0.24 | 2.68 | 0.30 | -0.04 | 0.05 | 2.03 | 1.84 | 0.23 | 0.56 | 2.03 | -0.19 | 0.89 | 1.26 | 0.53 | 0.81 | 2.91 | 0.38 | 1.11 |
| Standard Deviation(%) | NA | 9.22 | 8.72 | 9.31 | 7.69 | NA | NA | 7.51 | 7.75 | 9.29 | 7.42 | 9.23 | 8.59 | 11.46 | 4.53 | 7.86 | 5.03 | 4.53 | 5.53 | 6.14 | 7.59 | 6.24 | 8.51 | 11.09 | 8.73 | 4.42 | 9.83 | 8.17 | 5.91 | 7.38 | 5.91 | 4.96 | 5.15 |
| Draw Down(%) | NA | 7.00 | 11.32 | 15.14 | 15.14 | NA | NA | 15.14 | 0.50 | 7.00 | 3.10 | 11.32 | 4.54 | 15.14 | 3.20 | 7.72 | 1.50 | 4.11 | 5.08 | 6.71 | 5.76 | 4.80 | 6.83 | 9.65 | 4.29 | 5.64 | 7.06 | 9.23 | 4.39 | 6.64 | 3.61 | 5.18 | 3.85 |
| Yield(%) | NA | 15.33 | 11.08 | 8.12 | 5.80 | NA | NA | 4.83 | NA | 4.33 | 14.98 | 9.44 | 4.30 | 5.14 | 2.32 | 2.76 | 6.21 | 4.04 | 2.88 | 1.78 | 1.95 | 3.77 | 2.27 | 4.29 | 4.69 | 3.37 | 3.88 | 4.47 | 3.02 | 3.29 | 3.80 | 5.91 | 8.13 |
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 |
|---|---|---|---|---|
| Walgreen Company Profit-Sharing Retirement Plan Tactical Asset Allocation Moderate |
0.51%
Jun 2019 - Jun 2022 |
2.54%
Apr 2015 - Apr 2020 |
4.41%
Sep 2012 - Sep 2022 |
5.27%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Walgreen Company Profit-Sharing Retirement Plan Tactical Asset Allocation Moderate |
15.08%
Nov 2021 - Nov 2024 |
11.89%
Oct 2002 - Oct 2007 |
9.59%
Apr 2003 - Apr 2013 |
8.44%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart