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 Strategic Asset Allocation - Optimal Moderate | NA | 35.74% | 12.44% | 13.01% | 9.22% | 8.89% | 7.66% | 7.41% |
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 Strategic Asset Allocation - Optimal 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 (%) | -0.71 | 35.74 | 12.44 | 13.01 | 9.22 | 8.89 | 7.66 | 7.41 | NA | 24.64 | 23.05 | -3.51 | 3.95 | 18.46 | 15.26 | -3.81 | 12.26 | 5.60 | 1.30 | 3.91 | 17.11 | 9.21 | -1.41 | 9.24 | 20.36 | -25.57 | 9.50 | 12.37 | 8.78 | 11.55 | 22.93 | -8.56 | 0.32 |
| Sharpe Ratio | NA | 2.35 | 1.08 | 0.87 | 0.75 | NA | NA | 0.53 | 0.08 | 2.25 | 2.68 | -0.38 | 0.41 | 0.98 | 1.79 | -0.43 | 2.20 | 0.62 | 0.16 | 0.59 | 2.35 | 1.10 | -0.10 | 0.76 | 1.15 | -1.16 | 0.67 | 1.27 | 1.09 | 1.44 | 2.50 | -0.85 | -0.19 |
| Standard Deviation(%) | NA | 7.93 | 9.62 | 11.97 | 10.38 | NA | NA | 11.16 | 5.63 | 8.02 | 7.00 | 12.81 | 9.51 | 18.63 | 7.73 | 11.85 | 5.29 | 8.75 | 7.73 | 6.62 | 7.26 | 8.33 | 14.74 | 12.00 | 17.55 | 22.74 | 9.68 | 7.18 | 6.07 | 7.35 | 8.91 | 11.37 | 10.45 |
| Draw Down(%) | NA | 4.70 | 13.42 | 20.44 | 20.45 | NA | NA | 38.91 | 0.37 | 4.70 | 3.85 | 13.88 | 5.44 | 20.44 | 3.85 | 13.16 | 1.62 | 7.44 | 6.30 | 4.60 | 4.09 | 7.32 | 14.01 | 9.41 | 18.23 | 34.50 | 6.36 | 8.03 | 4.28 | 5.46 | 8.18 | 17.02 | 15.10 |
| Yield(%) | NA | 15.00 | 10.62 | 8.17 | 6.47 | NA | NA | 4.16 | NA | 4.53 | 14.15 | 10.37 | 2.03 | 6.57 | 1.75 | 10.42 | 5.91 | 3.41 | 3.42 | 1.12 | 1.77 | 1.76 | 1.64 | 1.65 | 1.66 | 1.99 | 5.03 | 5.20 | 2.84 | 1.88 | 1.67 | 1.70 | 3.20 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.94%
Feb 2006 - Feb 2009 |
-1.01%
Feb 2004 - Feb 2009 |
3.96%
May 2007 - May 2017 |
4.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Walgreen Company Profit-Sharing Retirement Plan Strategic Asset Allocation - Optimal Moderate |
17.16%
Mar 2003 - Mar 2006 |
13.80%
Feb 2009 - Feb 2014 |
9.46%
Nov 2014 - Nov 2024 |
9.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart