Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAC-PL (Bank of America Corporation) | -0.89% | 10.06% | 7.57% | 3.04% | 6.31% | 7.41% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PL (Bank of America Corporation) | 02/01/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 10.06 | 7.57 | 3.04 | 6.31 | 7.41 | NA | … | … | -0.89 | 8.88 | 7.38 | 10.54 | -14.84 | 0.13 | 10.33 | 21.79 | 0.53 | 19.65 | 13.49 | 0.17 | 16.79 | -0.22 | 54.84 | -10.85 | 17.28 | 50.20 | -37.69 |
| Sharpe Ratio | NA | 0.91 | 0.47 | 0.03 | 0.36 | NA | NA | … | … | -0.98 | 0.72 | 0.39 | 0.52 | -1.15 | 0.01 | 0.34 | 3.19 | -0.12 | 2.90 | 1.33 | 0.02 | 2.49 | -0.02 | 4.44 | -0.31 | 1.26 | 0.57 | -0.82 |
| Standard Deviation(%) | NA | 7.35 | 9.90 | 10.92 | 13.01 | NA | NA | … | … | 7.84 | 8.37 | 9.62 | 13.33 | 14.23 | 8.11 | 29.15 | 6.37 | 6.83 | 6.58 | 9.95 | 6.58 | 6.74 | 12.73 | 12.47 | 35.59 | 13.60 | 87.49 | 50.14 |
| Draw Down(%) | NA | 5.84 | 13.05 | 20.80 | 32.65 | NA | NA | … | … | 5.84 | 6.60 | 4.61 | 13.05 | 18.40 | 8.42 | 32.65 | 3.73 | 6.67 | 2.42 | 8.81 | 6.64 | 3.13 | 17.35 | 7.68 | 30.98 | 10.59 | 66.72 | 51.37 |
| Yield(%) | 0.00 | 6.15 | 6.17 | 5.14 | 6.20 | 6.98 | 5.80 | … | … | 1.45 | 5.95 | 6.06 | 6.27 | 5.03 | 4.80 | 4.98 | 5.77 | 5.52 | 6.17 | 6.56 | 6.21 | 6.86 | 6.37 | 9.12 | 7.51 | 8.24 | 10.92 | 6.38 |
Data as of 06/05/2026, Common starting date is 02/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PL (Bank of America Corporation) |
-5.26%
Oct 2020 – Oct 2023 |
0.65%
Jan 2020 – Jan 2025 |
5.45%
Apr 2013 – Apr 2023 |
7.24%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PL (Bank of America Corporation) |
50.49%
Feb 2009 – Feb 2012 |
36.71%
Feb 2009 – Feb 2014 |
21.92%
Feb 2009 – Feb 2019 |
15.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart