Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKCV (McCormick & Company, Incorporated) | NA | -8.52% | -6.67% | -5.24% | 6.56% | 10.06% | 8.54% | … | … |
Data as of 08/14/2025, Common starting date is 09/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKCV (McCormick & Company, Incorporated) | 09/21/2001 | 08/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | -8.52 | -6.67 | -5.24 | 6.56 | 10.06 | 8.54 | … | … | -7.21 | 14.01 | -15.47 | -12.33 | 1.41 | 13.36 | 23.90 | 39.05 | 8.72 | 8.54 | 14.85 | 11.64 | 9.88 | 25.83 | 10.11 | 28.51 | 15.78 | -15.54 | -1.41 | 27.28 | -20.50 | 30.61 | 28.55 | -44.90 | 4.41 |
| Sharpe Ratio | NA | -0.51 | -0.32 | -0.27 | 0.19 | NA | NA | … | … | -0.55 | 0.40 | -0.55 | -0.50 | 0.08 | 0.33 | 1.01 | 1.62 | 0.43 | 0.47 | 0.67 | 0.65 | 0.54 | 1.83 | 0.53 | 1.10 | 0.65 | -0.62 | -0.20 | 1.52 | -0.93 | 1.70 | 1.36 | -0.47 | 0.58 |
| Standard Deviation(%) | NA | 24.09 | 29.71 | 27.33 | 26.51 | NA | NA | … | … | 26.55 | 26.01 | 34.78 | 27.86 | 18.34 | 39.82 | 22.26 | 23.38 | 18.68 | 17.71 | 22.00 | 17.91 | 18.30 | 14.14 | 18.90 | 25.88 | 23.99 | 26.49 | 22.66 | 15.80 | 24.33 | 17.61 | 20.42 | 98.97 | 27.12 |
| Draw Down(%) | NA | 17.68 | 37.10 | 42.00 | 42.00 | NA | NA | … | … | 17.68 | 14.49 | 37.10 | 30.44 | 18.92 | 34.13 | 14.33 | 13.07 | 12.56 | 16.46 | 10.32 | 10.30 | 14.72 | 5.11 | 13.23 | 9.96 | 14.27 | 31.45 | 12.91 | 7.53 | 25.46 | 9.92 | 8.08 | 59.48 | 6.46 |
| Yield(%) | 0.00 | 2.26 | 1.80 | 0.80 | 1.50 | 2.60 | 2.50 | … | … | 1.19 | 2.48 | 1.92 | 1.57 | 1.49 | 1.32 | 0.63 | 0.80 | 0.76 | 0.79 | 1.12 | 1.11 | 1.07 | 0.64 | 0.91 | 0.72 | 1.52 | 0.89 | 0.26 | 1.20 | 0.45 | 0.74 | 0.79 | 0.32 | 0.13 |
Data as of 08/14/2025, Common starting date is 09/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKCV (McCormick & Company, Incorporated) |
-11.49%
Mar 2002 – Mar 2005 |
-4.90%
Mar 2002 – Mar 2007 |
1.13%
Feb 2002 – Feb 2012 |
5.24%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKCV (McCormick & Company, Incorporated) |
29.88%
Aug 2017 – Aug 2020 |
21.80%
Aug 2015 – Aug 2020 |
19.07%
Apr 2009 – Apr 2019 |
13.96%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart