Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| 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 - Optimal Moderate | NA | 32.33% | 12.70% | 30.35% | 16.31% | 13.91% | 11.16% | 10.56% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.64 | 32.33 | 12.70 | 30.35 | 16.31 | 13.91 | 11.16 | 10.56 | NA | 19.02 | 23.14 | -2.42 | 7.85 | 137.11 | 14.30 | -5.94 | 8.74 | 4.90 | -0.12 | 4.37 | 19.08 | 11.16 | -1.16 | 10.25 | 21.03 | -23.32 | 4.59 | 10.77 | 7.28 | 12.91 | 20.22 | -6.49 | 1.79 |
| Sharpe Ratio | NA | 1.88 | 0.91 | 0.80 | 0.60 | NA | NA | 0.48 | 0.09 | 1.77 | 2.29 | -0.30 | 0.89 | 1.87 | 2.00 | -0.77 | 1.53 | 0.54 | -0.02 | 0.61 | 2.74 | 1.27 | -0.07 | 0.78 | 1.13 | -1.04 | 0.17 | 1.03 | 0.87 | 1.64 | 2.00 | -0.61 | -0.05 |
| Standard Deviation(%) | NA | 7.00 | 9.69 | 33.83 | 24.57 | NA | NA | 18.40 | 6.28 | 7.04 | 8.25 | 12.80 | 8.81 | 73.02 | 6.43 | 9.43 | 5.31 | 8.69 | 9.21 | 7.13 | 6.94 | 8.72 | 16.09 | 13.01 | 18.60 | 23.31 | 9.61 | 7.28 | 5.86 | 7.29 | 9.77 | 12.40 | 10.51 |
| Draw Down(%) | NA | 4.19 | 12.99 | 21.06 | 21.06 | NA | NA | 38.80 | 0.37 | 4.19 | 5.04 | 13.18 | 4.33 | 21.06 | 3.77 | 13.01 | 2.97 | 8.69 | 8.28 | 5.48 | 3.97 | 7.57 | 14.99 | 11.03 | 19.28 | 32.97 | 7.40 | 8.09 | 3.73 | 5.28 | 8.85 | 18.29 | 13.24 |
| Yield(%) | NA | 14.37 | 10.52 | 7.73 | 6.08 | NA | NA | 4.21 | NA | 4.57 | 13.32 | 8.00 | 4.87 | 7.50 | 3.31 | 6.27 | 1.03 | 4.09 | 7.61 | 3.50 | 2.33 | 2.17 | 1.91 | 2.02 | 1.77 | 2.14 | 4.62 | 3.22 | 2.63 | 2.65 | 1.60 | 2.09 | 3.52 |
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 - Optimal Moderate |
-8.91%
Feb 2006 - Feb 2009 |
-1.81%
Feb 2004 - Feb 2009 |
4.08%
Feb 2006 - Feb 2016 |
4.27%
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 - Optimal Moderate |
44.15%
Mar 2020 - Mar 2023 |
30.76%
Nov 2019 - Nov 2024 |
16.49%
Nov 2014 - Nov 2024 |
15.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart