Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 401k Plan and the Employee Stock Ownership Plan of CVS Caremark Corporation and Affiliated Companies Strategic Asset Allocation – Equal Weight Moderate | NA | 30.71% | 11.05% | 14.07% | 10.23% | 9.53% | 8.54% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 401k Plan and the Employee Stock Ownership Plan of CVS Caremark Corporation and Affiliated Companies Strategic Asset Allocation – Equal Weight 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 (%) | -0.76 | 30.71 | 11.05 | 14.07 | 10.23 | 9.53 | 8.54 | … | … | 0.84 | 19.63 | 25.78 | -7.25 | 6.91 | 26.14 | 20.91 | -2.91 | 8.97 | 5.11 | 5.19 | 3.54 | 15.66 | 10.14 | 0.05 | 9.30 | 21.32 | -19.10 | 9.69 | 11.06 | 7.07 | 12.31 | 22.19 | -7.11 | 0.89 |
| Sharpe Ratio | NA | 1.77 | 0.80 | 0.86 | 0.81 | NA | NA | … | … | 0.09 | 1.57 | 2.90 | -0.59 | 0.66 | 1.34 | 2.39 | -0.41 | 1.66 | 0.58 | 0.56 | 0.49 | 2.53 | 1.71 | 0.00 | 1.01 | 1.67 | -1.32 | 0.86 | 1.31 | 0.89 | 1.53 | 2.42 | -0.76 | -0.16 |
| Standard Deviation(%) | NA | 8.23 | 10.59 | 12.82 | 10.84 | NA | NA | … | … | 8.38 | 8.31 | 7.43 | 14.56 | 10.40 | 19.38 | 8.15 | 10.29 | 5.02 | 8.53 | 9.26 | 7.21 | 6.18 | 5.90 | 11.15 | 9.10 | 12.72 | 15.15 | 7.75 | 5.96 | 5.52 | 7.44 | 8.88 | 10.79 | 9.09 |
| Draw Down(%) | NA | 4.33 | 14.67 | 22.42 | 22.42 | NA | NA | … | … | 0.60 | 4.33 | 4.00 | 15.63 | 7.13 | 22.42 | 4.38 | 12.95 | 3.75 | 8.41 | 6.76 | 5.52 | 4.03 | 4.95 | 10.67 | 7.49 | 13.49 | 27.03 | 5.55 | 6.32 | 4.08 | 6.01 | 8.50 | 18.43 | 13.19 |
| Yield(%) | NA | 18.06 | 10.45 | 7.52 | 5.89 | NA | NA | … | … | NA | 4.29 | 17.84 | 5.90 | 2.89 | 3.25 | 4.73 | 4.17 | 0.68 | 3.93 | 6.03 | 5.60 | 3.12 | 2.02 | 1.95 | 2.42 | 2.83 | 3.81 | 5.66 | 5.60 | 3.99 | 1.91 | 2.17 | 2.36 | 3.86 |
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 |
|---|---|---|---|---|
| 401k Plan and the Employee Stock Ownership Plan of CVS Caremark Corporation and Affiliated Companies |
-3.97%
Feb 2006 – Feb 2009 |
1.17%
Feb 2004 – Feb 2009 |
5.35%
Feb 2006 – Feb 2016 |
5.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401k Plan and the Employee Stock Ownership Plan of CVS Caremark Corporation and Affiliated Companies |
17.70%
Dec 2018 – Dec 2021 |
14.53%
Nov 2019 – Nov 2024 |
10.51%
Nov 2014 – Nov 2024 |
10.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart