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McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate
0.47%July 29 | MyPlanIQ portfolio symbol P_23686

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate NA 25.98% 8.11% 7.36% 5.75% 6.25% 6.85% 6.90%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 46.47% 18.68% 17.18% 14.08% 10.23% 8.24% 8.11%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 27.23% 10.14% 9.69% 7.27% 6.29% 6.17% 6.09%
Data as of 04/30/2021, AR inception is 12/31/2000

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McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate

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Retirement Spending Calculator for McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 07/29/2021, the worst annualized return of 3-year rolling returns for McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate is 0.47%.
From 12/31/2000 to 07/29/2021, the worst annualized return of 5-year rolling returns for McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate is 1.51%.
From 12/31/2000 to 07/29/2021, the worst annualized return of 10-year rolling returns for McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate is 4.18%.
From 12/31/2000 to 07/29/2021, the worst annualized return of 20-year rolling returns for McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate is 6.68%.

Maximum Drawdown

McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate Maximum Drawdown