Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE 401(k) PLAN AND THE EMPLOYEE STOCK OWNERSHIP PLAN OF CVS CAREMARK CORPORATION AND AFFILIATED COMPANIES Tactical Asset Allocation Moderate | NA | 35.31% | 13.20% | 16.15% | 11.00% | 11.32% | 11.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE 401(k) PLAN AND THE EMPLOYEE STOCK OWNERSHIP PLAN OF CVS CAREMARK CORPORATION AND AFFILIATED COMPANIES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.84 | 35.31 | 13.20 | 16.15 | 11.00 | 11.32 | 11.11 | … | … | 0.77 | 22.94 | 26.20 | -6.48 | 16.17 | 21.80 | 21.34 | -3.34 | 7.83 | 8.14 | 0.56 | 6.44 | 18.79 | 12.80 | 4.93 | 16.16 | 14.84 | 2.45 | 8.92 | 14.03 | 8.09 | 15.52 | 23.24 | 3.32 | 1.73 |
| Sharpe Ratio | NA | 1.88 | 0.91 | 0.96 | 0.83 | NA | NA | … | … | 0.06 | 1.68 | 2.59 | -0.55 | 1.43 | 1.07 | 2.42 | -0.45 | 1.40 | 0.89 | 0.06 | 0.86 | 2.40 | 1.67 | 0.34 | 1.29 | 1.62 | 14.34 | 0.65 | 1.35 | 0.87 | 1.87 | 3.30 | 0.59 | -0.13 |
| Standard Deviation(%) | NA | 9.64 | 11.13 | 13.44 | 11.26 | NA | NA | … | … | 11.06 | 9.72 | 8.48 | 14.32 | 11.27 | 20.07 | 8.24 | 10.34 | 5.13 | 8.89 | 9.27 | 7.49 | 7.81 | 7.64 | 14.42 | 12.48 | 9.12 | 0.11 | 9.16 | 7.98 | 6.80 | 7.79 | 6.84 | 3.75 | 4.30 |
| Draw Down(%) | NA | 6.22 | 13.21 | 21.14 | 21.14 | NA | NA | … | … | 0.86 | 6.22 | 5.30 | 14.40 | 4.93 | 21.14 | 3.73 | 13.51 | 2.82 | 7.09 | 8.62 | 5.20 | 4.62 | 5.53 | 11.61 | 9.41 | 4.76 | 0.10 | 7.10 | 8.75 | 5.20 | 7.64 | 3.14 | 2.54 | 5.43 |
| Yield(%) | NA | 16.29 | 13.11 | 9.20 | 6.85 | NA | NA | … | … | NA | 9.18 | 15.57 | 6.53 | 8.45 | 3.34 | 6.36 | 3.78 | 2.79 | 1.66 | 5.63 | 6.26 | 1.47 | 4.36 | 2.33 | 2.70 | 3.82 | 2.55 | 4.52 | 4.41 | 3.00 | 2.60 | 3.64 | 5.27 | 3.75 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE 401(k) PLAN AND THE EMPLOYEE STOCK OWNERSHIP PLAN OF CVS CAREMARK CORPORATION AND AFFILIATED C |
4.07%
Dec 2015 – Dec 2018 |
3.82%
Dec 2013 – Dec 2018 |
7.72%
Mar 2010 – Mar 2020 |
8.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE 401(k) PLAN AND THE EMPLOYEE STOCK OWNERSHIP PLAN OF CVS CAREMARK CORPORATION AND AFFILIATED C |
19.74%
Dec 2018 – Dec 2021 |
16.68%
Nov 2019 – Nov 2024 |
12.50%
Apr 2003 – Apr 2013 |
11.78%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart