Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAC-PM (Bank of America Corporation) | -0.59% | 5.79% | 2.83% | 0.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PM (Bank of America Corporation) | 06/20/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 5.79 | 2.83 | 0.35 | NA | NA | NA | … | … | -0.59 | 3.01 | 4.29 | 16.56 | -17.39 | 3.27 | 9.08 | 8.89 |
| Sharpe Ratio | NA | 0.39 | -0.04 | -0.19 | NA | NA | NA | … | … | -0.54 | 0.01 | 0.07 | 0.96 | -1.19 | 0.45 | 0.35 | 2.25 |
| Standard Deviation(%) | NA | 8.15 | 9.99 | 11.60 | NA | NA | NA | … | … | 7.19 | 10.40 | 9.26 | 13.52 | 15.91 | 7.20 | 24.83 | 7.14 |
| Draw Down(%) | NA | 6.12 | 11.79 | 21.29 | NA | NA | NA | … | … | 6.01 | 9.24 | 8.53 | 11.74 | 19.24 | 6.10 | 26.11 | 3.70 |
| Yield(%) | 1.54 | 6.31 | 5.77 | 4.83 | 3.87 | 2.58 | 1.93 | … | … | 3.03 | 5.80 | 5.82 | 6.36 | 5.01 | 4.95 | 6.08 | 2.71 |
Data as of 06/05/2026, Common starting date is 06/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PM (Bank of America Corporation) |
-2.79%
Oct 2020 – Oct 2023 |
0.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PM (Bank of America Corporation) |
8.46%
Oct 2022 – Oct 2025 |
4.10%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart