Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVS INC 401K PLAN Tactical Asset Allocation Moderate | NA | 35.38% | 10.93% | 13.23% | 8.75% | 9.11% | 7.51% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVS INC 401K PLAN 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 (%) | -0.92 | 35.38 | 10.93 | 13.23 | 8.75 | 9.11 | 7.51 | … | … | 0.71 | 27.78 | 24.69 | -11.22 | 13.82 | 18.78 | 11.43 | -2.81 | 12.87 | 5.11 | -2.08 | 2.76 | 18.59 | 4.91 | 8.48 | 9.94 | 6.55 | -7.22 | 8.85 | 8.87 | -1.95 | 8.87 | 41.61 | 8.98 | -2.34 |
| Sharpe Ratio | NA | 2.72 | 1.02 | 1.24 | 0.99 | NA | NA | … | … | 0.06 | 2.58 | 2.55 | -1.13 | 1.41 | 2.23 | 2.26 | -0.56 | 2.37 | 0.90 | -0.39 | 0.39 | 2.22 | 0.66 | 0.85 | 0.90 | 0.97 | -0.90 | 1.07 | 1.16 | -0.89 | 1.13 | 5.48 | 1.74 | -0.99 |
| Standard Deviation(%) | NA | 8.22 | 9.26 | 9.22 | 7.66 | NA | NA | … | … | 11.08 | 8.20 | 8.02 | 11.16 | 9.79 | 8.33 | 4.44 | 7.40 | 5.15 | 5.42 | 5.47 | 7.01 | 8.34 | 7.35 | 9.89 | 10.98 | 6.65 | 9.09 | 5.48 | 4.81 | 4.65 | 6.99 | 7.47 | 4.51 | 4.71 |
| Draw Down(%) | NA | 4.90 | 16.51 | 18.25 | 18.25 | NA | NA | … | … | 0.89 | 4.90 | 4.76 | 18.08 | 4.84 | 9.21 | 3.13 | 10.00 | 2.20 | 4.58 | 6.08 | 6.62 | 6.48 | 6.41 | 5.77 | 10.30 | 4.56 | 15.20 | 3.54 | 4.86 | 5.68 | 6.97 | 4.83 | 5.04 | 5.19 |
| Yield(%) | NA | 16.38 | 10.59 | 7.69 | 5.01 | NA | NA | … | … | NA | 4.39 | 16.15 | 6.81 | 3.82 | 3.91 | 3.23 | 2.58 | 0.46 | 2.68 | 1.94 | 4.05 | 5.45 | 3.20 | 3.65 | 2.88 | 2.38 | 5.22 | 4.23 | 4.20 | 4.96 | 5.05 | 5.57 | 6.63 | 7.66 |
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 |
|---|---|---|---|---|
| CVS INC 401K PLAN Tactical Asset Allocation Moderate |
-0.28%
Jun 2007 – Jun 2010 |
2.53%
Jun 2005 – Jun 2010 |
5.30%
Nov 2006 – Nov 2016 |
5.21%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVS INC 401K PLAN Tactical Asset Allocation Moderate |
23.05%
Oct 2022 – Oct 2025 |
16.49%
Oct 2020 – Oct 2025 |
11.09%
Oct 2015 – Oct 2025 |
9.90%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart