Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKC-V (McCormick & Company Incorporated) | -28.20% | -34.17% | -16.97% | -9.44% | 8.95% | 11.80% | 11.49% | … | … |
Data as of 06/12/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKC-V (McCormick & Company Incorporated) | 10/08/2003 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | -34.17 | -16.97 | -9.44 | 8.95 | 11.80 | 11.49 | … | … | -28.20 | -7.93 | 14.01 | -15.47 | -12.33 | 1.41 | 126.72 | 25.00 | 40.51 | 10.02 | 9.69 | 18.84 | 10.08 | 10.99 | 27.79 | 11.76 | 31.03 | 17.53 | -14.12 | 0.49 | 28.60 | -19.30 | 31.97 | 5.72 |
| Sharpe Ratio | NA | -1.19 | -0.66 | -0.44 | 0.21 | NA | NA | … | … | -1.62 | -0.43 | 0.40 | -0.56 | -0.50 | 0.08 | 1.57 | 1.07 | 1.75 | 0.54 | 0.57 | 0.95 | 0.62 | 0.66 | 2.19 | 0.66 | 1.30 | 0.79 | -0.60 | -0.13 | 1.81 | -1.01 | 2.11 | 2.27 |
| Standard Deviation(%) | NA | 29.43 | 29.94 | 28.13 | 34.69 | NA | NA | … | … | 35.50 | 25.29 | 26.01 | 34.71 | 27.59 | 18.34 | 80.18 | 22.03 | 22.43 | 17.55 | 16.71 | 19.80 | 16.25 | 16.53 | 12.79 | 17.85 | 23.87 | 22.14 | 24.90 | 19.82 | 13.97 | 21.34 | 14.65 | 11.76 |
| Draw Down(%) | NA | 39.57 | 48.31 | 52.34 | 52.34 | NA | NA | … | … | 36.12 | 24.02 | 14.49 | 37.10 | 30.44 | 18.92 | 34.13 | 14.33 | 13.07 | 12.36 | 16.28 | 10.32 | 10.30 | 14.29 | 4.85 | 12.98 | 9.96 | 13.92 | 31.26 | 11.99 | 7.53 | 24.93 | 9.92 | 7.13 |
| Yield(%) | 0.00 | 2.46 | 1.91 | 1.84 | 2.92 | 4.93 | 6.08 | … | … | 0.72 | 2.41 | 2.48 | 1.92 | 1.57 | 1.49 | 2.64 | 1.69 | 2.12 | 2.04 | 2.05 | 2.19 | 2.17 | 2.12 | 2.46 | 2.47 | 2.92 | 3.04 | 2.43 | 2.14 | 2.40 | 1.74 | 1.94 | 0.49 |
Data as of 06/12/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKC-V (McCormick & Company Incorporated) |
-16.12%
May 2023 – May 2026 |
-9.81%
May 2021 – May 2026 |
8.81%
Jul 2004 – Jul 2014 |
11.53%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKC-V (McCormick & Company Incorporated) |
65.10%
Aug 2017 – Aug 2020 |
41.22%
Aug 2015 – Aug 2020 |
28.62%
Aug 2010 – Aug 2020 |
20.81%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart