Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBA (Walgreens Boots Alliance Inc) | NA | 31.60% | -26.88% | -16.99% | -14.92% | -2.19% | -3.95% | … | … |
Data as of 08/28/2025, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBA (Walgreens Boots Alliance Inc) | 03/18/1980 | 08/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 31.60 | -26.88 | -16.99 | -14.92 | -2.19 | -3.95 | … | … | 28.40 | -60.14 | -25.09 | -25.05 | 35.83 | -29.33 | -11.02 | -3.67 | -10.53 | -1.03 | 13.62 | 35.96 | 58.94 | 15.31 | -13.31 | 8.15 | 51.24 | -34.37 | -16.35 | 4.36 | 15.94 | 6.03 | 25.28 | -12.84 | -19.20 | 43.56 | -0.11 | 86.65 | 55.90 | 34.73 | 36.96 | 6.73 | -6.30 | 14.80 | 47.93 | 9.89 | 54.55 | -1.63 | -5.02 | 15.11 | 25.00 | 17.65 | 36.30 | 130.77 | 26.29 | 44.57 |
| Sharpe Ratio | NA | 0.55 | -0.68 | -0.48 | -0.47 | NA | NA | … | … | 0.91 | -1.25 | -0.88 | -0.87 | 1.30 | -0.61 | -0.45 | -0.18 | -0.61 | -0.06 | 0.49 | 1.24 | 2.67 | 0.67 | -0.49 | 0.30 | 1.66 | -0.86 | -0.80 | 0.05 | 0.71 | 0.30 | 0.92 | -0.43 | -0.75 | 0.95 | -0.08 | 2.17 | 1.84 | 1.16 | 1.56 | 0.20 | -0.35 | 0.52 | 1.61 | 0.19 | 1.99 | -0.22 | -0.23 | 0.36 | 0.71 | 0.38 | 0.92 | 3.83 | 0.80 | 2.37 |
| Standard Deviation(%) | NA | 51.68 | 44.36 | 39.46 | 35.00 | NA | NA | … | … | 47.68 | 53.80 | 33.63 | 30.32 | 27.57 | 48.45 | 27.64 | 27.90 | 18.45 | 21.01 | 27.57 | 29.06 | 22.04 | 22.89 | 27.15 | 27.07 | 30.79 | 40.87 | 24.33 | 21.91 | 19.48 | 16.72 | 26.72 | 32.38 | 29.05 | 41.60 | 40.98 | 38.43 | 28.32 | 26.57 | 21.28 | 19.06 | 23.88 | 23.87 | 27.38 | 24.76 | 24.59 | 28.35 | 38.80 | 30.26 | 27.93 | 28.47 | 32.65 | 31.98 | 20.22 | 21.79 |
| Draw Down(%) | NA | 27.61 | 77.78 | 82.41 | 87.80 | NA | NA | … | … | 27.61 | 67.50 | 43.32 | 41.90 | 20.82 | 41.94 | 33.22 | 24.74 | 25.71 | 14.38 | 17.43 | 22.17 | 13.32 | 18.75 | 31.05 | 30.05 | 23.32 | 44.72 | 25.10 | 21.96 | 14.03 | 10.69 | 16.98 | 28.95 | 31.37 | 25.62 | 29.47 | 21.58 | 14.88 | 15.46 | 11.06 | 20.18 | 18.82 | 22.54 | 19.01 | 20.33 | 16.96 | 24.57 | 42.46 | 23.17 | 24.69 | 24.18 | 15.08 | 12.03 | 21.53 | 11.24 |
| Yield(%) | 0.00 | 2.67 | 3.15 | 3.71 | 1.77 | 5.21 | 2.51 | … | … | 0.00 | 3.75 | 5.16 | 3.61 | 4.57 | 3.13 | 2.64 | 2.24 | 1.87 | 1.77 | 1.84 | 2.86 | 3.10 | 3.02 | 2.03 | 1.68 | 1.96 | 1.11 | 0.75 | 0.63 | 0.58 | 0.54 | 0.54 | 0.55 | 0.35 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/28/2025, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBA (Walgreens Boots Alliance Inc) |
-39.93%
Aug 2021 – Aug 2024 |
-27.58%
Nov 2019 – Nov 2024 |
-15.98%
Jul 2015 – Jul 2025 |
-6.20%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBA (Walgreens Boots Alliance Inc) |
68.69%
Apr 1980 – Apr 1983 |
50.02%
May 1980 – May 1985 |
31.52%
Dec 1988 – Dec 1998 |
25.52%
Feb 1982 – Feb 1997 |
Annualized Rolling Returns Comparison Chart