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 – Optimal Moderate | NA | 34.24% | 12.05% | 14.26% | 9.65% | 9.68% | 8.19% | … | … |
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 – Optimal 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 (%) | -0.58 | 34.24 | 12.05 | 14.26 | 9.65 | 9.68 | 8.19 | … | … | 0.94 | 21.44 | 24.81 | -6.59 | 6.94 | 24.60 | 21.06 | -4.98 | 6.14 | 7.32 | 1.19 | 5.81 | 16.87 | 11.86 | 0.03 | 11.60 | 21.06 | -22.70 | 9.25 | 8.28 | 7.32 | 11.41 | 22.43 | -7.12 | 1.41 |
| Sharpe Ratio | NA | 2.00 | 0.87 | 0.89 | 0.77 | NA | NA | … | … | 0.10 | 1.77 | 2.77 | -0.58 | 0.69 | 1.29 | 2.41 | -0.64 | 1.11 | 0.80 | 0.14 | 0.87 | 2.32 | 1.51 | 0.00 | 0.92 | 1.19 | -1.11 | 0.71 | 0.70 | 0.85 | 1.31 | 2.44 | -0.69 | -0.10 |
| Standard Deviation(%) | NA | 8.26 | 10.25 | 12.46 | 10.56 | NA | NA | … | … | 8.44 | 8.37 | 7.42 | 13.76 | 10.04 | 18.94 | 8.16 | 9.87 | 4.96 | 8.93 | 8.45 | 6.62 | 7.25 | 7.81 | 15.40 | 12.52 | 17.67 | 21.35 | 8.86 | 7.19 | 6.05 | 7.97 | 8.91 | 11.91 | 9.38 |
| Draw Down(%) | NA | 4.82 | 14.30 | 21.38 | 21.38 | NA | NA | … | … | 0.57 | 4.82 | 3.97 | 14.84 | 6.87 | 21.38 | 4.11 | 13.38 | 3.68 | 8.39 | 7.34 | 5.22 | 5.06 | 6.72 | 14.45 | 10.29 | 18.56 | 32.80 | 5.89 | 7.65 | 3.84 | 6.19 | 8.44 | 19.40 | 12.76 |
| Yield(%) | NA | 16.36 | 11.72 | 8.13 | 5.79 | NA | NA | … | … | NA | 4.42 | 15.57 | 7.35 | 7.45 | 2.52 | 5.23 | 5.43 | 0.56 | 2.24 | 3.98 | 3.55 | 2.95 | 2.44 | 1.78 | 1.84 | 1.99 | 3.43 | 5.26 | 4.66 | 4.56 | 2.09 | 2.19 | 2.38 | 4.05 |
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 |
-7.73%
Feb 2006 – Feb 2009 |
-1.53%
Feb 2004 – Feb 2009 |
4.95%
Jan 2006 – Jan 2016 |
5.27%
Mar 2005 – Mar 2020 |
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 |
18.50%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
9.96%
Nov 2014 – Nov 2024 |
10.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart