Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAC-PK (Bank of America Corporation) | 0.69% | 7.43% | 5.89% | 3.37% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PK (Bank of America Corporation) | 07/19/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 7.43 | 5.89 | 3.37 | NA | NA | NA | … | … | 0.69 | 5.24 | 6.11 | 13.25 | -6.43 | 0.90 | 8.61 | 15.53 | 1.64 |
| Sharpe Ratio | NA | 1.01 | 0.30 | 0.09 | NA | NA | NA | … | … | -0.19 | 0.34 | 0.43 | 0.83 | -0.64 | 0.14 | 0.42 | 2.39 | 0.30 |
| Standard Deviation(%) | NA | 5.40 | 7.42 | 8.88 | NA | NA | NA | … | … | 5.34 | 6.99 | 5.76 | 11.65 | 12.25 | 6.42 | 19.65 | 5.88 | 7.14 |
| Draw Down(%) | NA | 3.14 | 10.44 | 11.73 | NA | NA | NA | … | … | 3.14 | 5.31 | 2.59 | 10.44 | 10.01 | 4.28 | 20.43 | 3.30 | 5.96 |
| Yield(%) | 0.00 | 6.11 | 5.99 | 5.31 | 4.65 | 3.10 | 2.33 | … | … | 1.49 | 5.90 | 5.95 | 6.26 | 5.57 | 5.38 | 6.39 | 5.98 | 2.95 |
Data as of 06/10/2026, Common starting date is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PK (Bank of America Corporation) |
-1.29%
Oct 2020 – Oct 2023 |
3.17%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PK (Bank of America Corporation) |
9.19%
Nov 2018 – Nov 2021 |
6.05%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart