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 Asset Allocation Composite Moderate | NA | 12.90% | 1.31% | 5.99% | 6.20% | 7.52% | 8.09% | 8.80% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.04 | 12.90 | 1.31 | 5.99 | 6.20 | 7.52 | 8.09 | 8.80 | NA | 2.70 | 10.57 | -15.45 | 11.66 | 16.20 | 17.25 | -4.71 | 14.91 | 9.92 | -1.80 | 5.93 | 21.51 | 12.63 | 0.06 | 10.26 | 20.19 | 0.21 | 9.97 | 13.81 | 4.97 | 13.11 | 22.70 | 2.09 | 6.97 |
| Sharpe Ratio | NA | 0.03 | -0.25 | 0.43 | 0.50 | NA | NA | 0.89 | 0.55 | -0.48 | 0.74 | -1.70 | 1.20 | 1.84 | 2.33 | -0.64 | 2.81 | 1.41 | -0.25 | 0.82 | 2.90 | 1.60 | 0.00 | 1.18 | 2.49 | -0.11 | 0.75 | 1.41 | 0.45 | 1.65 | 3.54 | 0.25 | 1.08 |
| Standard Deviation(%) | NA | 7.88 | 8.73 | 8.91 | 8.18 | NA | NA | 7.97 | 7.82 | 8.02 | 8.60 | 9.91 | 9.73 | 8.70 | 6.80 | 9.49 | 5.09 | 6.90 | 7.20 | 7.19 | 7.41 | 7.88 | 13.97 | 8.61 | 8.07 | 6.57 | 9.28 | 7.50 | 6.19 | 7.37 | 6.21 | 3.99 | 4.33 |
| Draw Down(%) | NA | 6.79 | 13.46 | 17.89 | 17.89 | NA | NA | 17.89 | 1.58 | 6.18 | 8.64 | 16.16 | 5.49 | 12.31 | 3.95 | 12.51 | 2.11 | 4.09 | 8.11 | 5.77 | 4.61 | 6.82 | 13.52 | 7.59 | 3.82 | 6.47 | 6.30 | 7.37 | 4.37 | 6.22 | 2.99 | 2.91 | 3.74 |
| Yield(%) | NA | 3.06 | 4.13 | 4.81 | 4.44 | NA | NA | 4.27 | NA | 0.84 | 2.64 | 3.53 | 5.58 | 6.13 | 5.76 | 6.77 | 3.46 | 3.61 | 1.65 | 5.39 | 6.46 | 3.33 | 2.25 | 3.01 | 3.66 | 4.53 | 7.70 | 5.54 | 2.52 | 2.83 | 5.00 | 0.00 | 5.93 |
Data as of 11/29/2024, 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 Asset Allocation Composite Moderate |
-1.34%
Dec 2021 - Dec 2024 |
3.43%
Sep 2018 - Sep 2023 |
5.04%
Oct 2013 - Oct 2023 |
7.01%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate |
15.21%
Apr 2003 - Apr 2006 |
13.61%
Oct 2002 - Oct 2007 |
11.21%
Apr 2003 - Apr 2013 |
10.61%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart