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 Asset Allocation Composite Moderate | 4.51% | 29.45% | 23.68% | 15.16% | 12.69% | 10.59% | 10.97% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVS INC 401K PLAN Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.13 | 29.45 | 23.68 | 15.16 | 12.69 | 10.59 | 10.97 | … | … | 4.51 | 26.36 | 20.98 | 24.20 | -4.90 | 11.96 | 9.25 | 21.27 | -3.60 | 14.94 | 7.18 | -1.98 | 5.15 | 19.06 | 17.11 | -0.55 | 21.76 | 29.68 | -5.21 | 8.48 | 10.97 | 4.85 | 9.21 | 36.92 | 9.18 | -2.32 |
| Sharpe Ratio | NA | 3.36 | 2.31 | 1.38 | 1.22 | NA | NA | … | … | 0.48 | 2.39 | 2.29 | 2.58 | -0.58 | 1.11 | 0.98 | 2.63 | -0.47 | 2.75 | 0.88 | -0.27 | 0.63 | 2.23 | 2.02 | -0.04 | 1.85 | 3.28 | -1.22 | 0.51 | 0.79 | 0.30 | 0.73 | 3.93 | 1.85 | -1.02 |
| Standard Deviation(%) | NA | 7.93 | 8.67 | 9.22 | 9.11 | NA | NA | … | … | 10.19 | 9.84 | 7.58 | 7.98 | 10.92 | 10.73 | 9.22 | 7.53 | 10.58 | 5.19 | 7.92 | 7.36 | 8.12 | 8.53 | 8.44 | 16.34 | 11.70 | 9.02 | 5.05 | 10.38 | 9.53 | 8.71 | 11.26 | 9.21 | 4.34 | 4.65 |
| Draw Down(%) | NA | 5.91 | 9.50 | 14.86 | 14.86 | NA | NA | … | … | 5.91 | 9.50 | 4.63 | 5.00 | 14.59 | 6.15 | 13.69 | 3.58 | 14.57 | 1.78 | 5.47 | 8.51 | 6.06 | 6.41 | 5.92 | 16.17 | 9.88 | 5.83 | 7.24 | 7.02 | 10.63 | 6.60 | 12.08 | 5.56 | 5.04 | 5.15 |
| Yield(%) | NA | 16.21 | 11.99 | 8.25 | 5.92 | NA | NA | … | … | NA | NA | 4.58 | 15.70 | 11.73 | 3.02 | 2.41 | 2.85 | 2.53 | 6.12 | 4.86 | 1.64 | 3.16 | 5.72 | 3.83 | 2.41 | 3.80 | 3.99 | 3.44 | 3.10 | 2.79 | 5.22 | 2.72 | 4.29 | 6.88 | 7.67 |
Data as of 02/27/2026, 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 Asset Allocation Composite Moderate |
1.70%
Apr 2006 – Apr 2009 |
4.12%
Dec 2013 – Dec 2018 |
7.18%
Oct 2013 – Oct 2023 |
8.37%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVS INC 401K PLAN Asset Allocation Composite Moderate |
23.83%
Dec 2022 – Dec 2025 |
17.38%
Feb 2009 – Feb 2014 |
13.28%
Sep 2002 – Sep 2012 |
11.76%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart