Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate | 3.85% | 13.99% | 11.08% | 4.67% | 7.83% | 7.54% | 8.30% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT 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 (%) | 0.12 | 13.99 | 11.08 | 4.67 | 7.83 | 7.54 | 8.30 | … | … | 3.85 | 13.92 | 6.56 | 10.57 | -15.45 | 11.66 | 16.20 | 17.25 | -4.71 | 14.91 | 9.92 | -1.80 | 5.93 | 21.51 | 12.63 | 0.06 | 10.26 | 20.19 | 0.21 | 9.97 | 13.81 | 4.97 | 13.11 | 22.70 | 2.09 | 6.97 |
| Sharpe Ratio | NA | 1.80 | 0.80 | 0.22 | 0.70 | NA | NA | … | … | 0.23 | 1.17 | 0.36 | 0.80 | -1.70 | 1.20 | 1.83 | 2.32 | -0.64 | 2.80 | 1.41 | -0.25 | 0.82 | 2.90 | 1.59 | 0.00 | 1.18 | 2.49 | -0.12 | 0.73 | 1.39 | 0.44 | 1.64 | 3.54 | 0.24 | 1.05 |
| Standard Deviation(%) | NA | 7.90 | 8.96 | 9.04 | 8.60 | NA | NA | … | … | 9.75 | 9.47 | 8.26 | 8.60 | 9.91 | 9.73 | 8.70 | 6.80 | 9.49 | 5.09 | 6.90 | 7.20 | 7.19 | 7.41 | 7.88 | 13.97 | 8.61 | 8.07 | 6.57 | 9.28 | 7.50 | 6.19 | 7.37 | 6.21 | 3.99 | 4.33 |
| Draw Down(%) | NA | 6.89 | 11.02 | 17.89 | 17.89 | NA | NA | … | … | 6.89 | 10.94 | 4.88 | 8.64 | 16.16 | 5.49 | 12.31 | 3.95 | 12.51 | 2.11 | 4.09 | 8.11 | 5.77 | 4.61 | 6.82 | 13.52 | 7.59 | 3.82 | 6.47 | 6.30 | 7.37 | 4.37 | 6.22 | 2.99 | 2.91 | 3.74 |
| Yield(%) | NA | 3.06 | 4.13 | 4.81 | 4.44 | NA | NA | … | … | NA | NA | 0.84 | 2.64 | 3.53 | 5.58 | 6.13 | 5.76 | 6.77 | 3.46 | 3.61 | 1.65 | 5.39 | 6.46 | 3.33 | 2.25 | 3.01 | 3.66 | 4.53 | 7.70 | 5.54 | 2.52 | 2.83 | 5.00 | 0.00 | 5.93 |
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 |
|---|---|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate |
-0.24%
Apr 2021 – Apr 2024 |
3.43%
Sep 2018 – Sep 2023 |
5.04%
Oct 2013 – Oct 2023 |
6.89%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Asset Allocation Composite Moderate |
15.21%
Apr 2003 – Apr 2006 |
13.61%
Oct 2002 – Oct 2007 |
11.21%
Apr 2003 – Apr 2013 |
10.61%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart