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 Asset Allocation Composite Moderate | NA | 26.15% | 13.67% | 11.60% | 7.72% | 7.74% | 8.44% | 8.04% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
| 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 (%) | 0.81 | 26.15 | 13.67 | 11.60 | 7.72 | 7.74 | 8.44 | 8.04 | NA | 19.47 | 19.91 | 0.20 | 4.20 | 11.46 | 12.32 | -2.72 | 10.42 | 1.80 | 0.97 | 2.32 | 15.08 | 14.03 | -1.30 | 8.02 | 15.53 | 3.01 | 11.08 | 13.41 | 9.01 | 11.58 | 11.94 | -1.86 | -2.42 |
| Sharpe Ratio | NA | 1.39 | 1.50 | 1.11 | 0.81 | NA | NA | 0.82 | 0.31 | 2.01 | 2.70 | -0.13 | 0.63 | 0.92 | 2.37 | -0.54 | 2.56 | 0.24 | 0.15 | 0.41 | 2.04 | 1.64 | -0.09 | 0.76 | 1.64 | 2.08 | 0.80 | 1.28 | 1.09 | 1.37 | 1.60 | -0.67 | -0.96 |
| Standard Deviation(%) | NA | 6.30 | 7.02 | 8.27 | 7.23 | NA | NA | 7.74 | 5.64 | 6.40 | 5.80 | 8.78 | 6.62 | 12.27 | 4.61 | 7.45 | 3.83 | 6.53 | 6.41 | 5.61 | 7.36 | 8.54 | 14.48 | 10.37 | 9.42 | 1.01 | 10.13 | 7.93 | 6.24 | 7.76 | 7.04 | 4.45 | 4.90 |
| Draw Down(%) | NA | 3.80 | 6.81 | 12.36 | 14.68 | NA | NA | 14.68 | 1.51 | 3.80 | 3.59 | 9.01 | 3.14 | 14.68 | 2.79 | 9.29 | 1.25 | 5.23 | 6.00 | 3.84 | 5.60 | 7.10 | 13.66 | 9.32 | 4.49 | 0.87 | 7.30 | 8.90 | 4.21 | 6.88 | 6.32 | 5.48 | 8.64 |
| Yield(%) | NA | 15.83 | 12.95 | 9.43 | 6.89 | NA | NA | 0.00 | NA | 11.19 | 13.82 | 8.60 | 4.43 | 4.38 | 5.00 | 8.84 | 4.62 | 2.53 | 3.24 | 2.46 | 2.48 | 5.00 | 2.55 | 4.37 | 3.17 | 2.73 | 4.75 | 4.71 | 3.17 | 3.48 | 2.55 | 4.96 | 3.07 |
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 |
|---|---|---|---|---|
| Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate |
1.70%
Dec 2013 - Dec 2016 |
2.32%
Mar 2015 - Mar 2020 |
4.79%
Mar 2010 - Mar 2020 |
5.64%
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 Asset Allocation Composite Moderate |
14.45%
Jan 2022 - Jan 2025 |
12.17%
Feb 2003 - Feb 2008 |
10.42%
Apr 2003 - Apr 2013 |
8.72%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart