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 Strategic Asset Allocation – Optimal Moderate | NA | 34.43% | 12.12% | 13.37% | 9.17% | 9.33% | 7.92% | … | … |
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 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 (%) | -0.68 | 34.43 | 12.12 | 13.37 | 9.17 | 9.33 | 7.92 | … | … | 0.81 | 22.17 | 25.09 | -8.15 | 8.65 | 18.55 | 18.98 | -4.36 | 9.41 | 7.33 | -0.94 | 3.63 | 16.08 | 12.09 | 0.76 | 12.10 | 23.33 | -25.18 | 8.73 | 9.94 | 7.31 | 14.12 | 22.58 | -8.12 | 3.70 |
| Sharpe Ratio | NA | 2.29 | 0.85 | 0.85 | 0.75 | NA | NA | … | … | 0.09 | 2.12 | 2.79 | -0.69 | 0.93 | 1.01 | 2.34 | -0.61 | 1.88 | 0.85 | -0.12 | 0.56 | 2.22 | 1.54 | 0.05 | 0.96 | 1.27 | -1.17 | 0.63 | 0.89 | 0.73 | 1.67 | 2.43 | -0.75 | 0.13 |
| Standard Deviation(%) | NA | 7.32 | 10.00 | 11.99 | 10.11 | NA | NA | … | … | 8.78 | 7.36 | 7.48 | 13.74 | 9.24 | 18.22 | 7.52 | 9.28 | 4.68 | 8.41 | 8.32 | 6.45 | 7.23 | 7.81 | 14.21 | 12.45 | 18.36 | 22.30 | 9.07 | 7.47 | 7.07 | 7.90 | 9.02 | 12.35 | 10.96 |
| Draw Down(%) | NA | 4.36 | 15.26 | 20.44 | 20.44 | NA | NA | … | … | 0.60 | 4.36 | 4.63 | 15.47 | 4.75 | 20.44 | 3.90 | 11.91 | 1.80 | 7.18 | 7.89 | 5.26 | 5.37 | 6.39 | 12.99 | 9.93 | 18.13 | 34.52 | 5.61 | 7.68 | 4.85 | 6.35 | 8.55 | 20.41 | 14.37 |
| Yield(%) | NA | 15.83 | 11.18 | 7.87 | 5.71 | NA | NA | … | … | NA | 4.82 | 14.48 | 6.87 | 7.11 | 2.80 | 5.22 | 5.18 | 0.63 | 2.65 | 4.66 | 2.88 | 2.37 | 2.61 | 2.29 | 2.09 | 1.90 | 2.90 | 3.89 | 3.03 | 2.53 | 2.18 | 2.52 | 2.64 | 3.58 |
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 |
-8.68%
Feb 2006 – Feb 2009 |
-1.40%
Feb 2004 – Feb 2009 |
4.49%
Jan 2006 – Jan 2016 |
4.82%
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 |
27.36%
Sep 2022 – Sep 2025 |
16.76%
Oct 2020 – Oct 2025 |
12.03%
Sep 2015 – Sep 2025 |
10.57%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart