Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate | 0.42% | 15.43% | 17.88% | 11.89% | 12.32% | 10.64% | 10.89% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/03/2026 |
| 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 (%) | 0.29 | 15.43 | 17.88 | 11.89 | 12.32 | 10.64 | 10.89 | … | … | 0.42 | 12.61 | 20.70 | 25.85 | -3.93 | 15.93 | 18.84 | 17.87 | -2.15 | 11.50 | 9.74 | -0.40 | 5.33 | 20.96 | 10.86 | 5.33 | 12.65 | 17.82 | 2.59 | 11.32 | 14.68 | 5.55 | 14.05 | 21.45 | 1.24 | 2.76 |
| Sharpe Ratio | NA | 1.50 | 1.66 | 0.97 | 1.01 | NA | NA | … | … | 0.72 | 0.89 | 1.81 | 2.85 | -0.40 | 1.33 | 0.93 | 2.25 | -0.33 | 2.25 | 1.11 | -0.04 | 0.67 | 2.76 | 1.40 | 0.41 | 1.06 | 2.08 | 52.21 | 0.94 | 1.58 | 0.58 | 1.88 | 3.36 | 0.03 | 0.10 |
| Standard Deviation(%) | NA | 9.05 | 9.63 | 10.39 | 11.19 | NA | NA | … | … | 9.69 | 10.87 | 9.44 | 7.80 | 13.29 | 11.93 | 19.96 | 7.29 | 10.76 | 4.82 | 8.56 | 9.78 | 7.94 | 7.59 | 7.72 | 12.88 | 11.80 | 8.51 | 0.03 | 8.73 | 7.11 | 5.63 | 6.96 | 6.18 | 2.97 | 3.37 |
| Draw Down(%) | NA | 7.23 | 13.33 | 15.79 | 21.22 | NA | NA | … | … | 5.65 | 11.37 | 6.02 | 4.70 | 13.51 | 5.82 | 21.22 | 3.82 | 12.83 | 2.27 | 7.13 | 9.02 | 5.38 | 3.83 | 6.31 | 10.13 | 9.84 | 4.23 | 0.00 | 6.49 | 7.77 | 4.45 | 6.58 | 2.56 | 2.39 | 4.08 |
| Yield(%) | NA | 15.63 | 12.02 | 8.42 | 6.28 | NA | NA | … | … | NA | NA | 9.98 | 13.63 | 7.29 | 4.86 | 2.85 | 3.54 | 5.10 | 5.08 | 4.25 | 2.66 | 4.15 | 4.14 | 3.71 | 2.09 | 1.31 | 1.76 | 2.55 | 6.23 | 10.00 | 3.36 | 2.66 | 2.96 | 4.65 | 3.39 |
Data as of 03/31/2026, 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 |
|---|---|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate |
4.11%
Mar 2017 – Mar 2020 |
4.09%
Mar 2015 – Mar 2020 |
7.34%
Mar 2010 – Mar 2020 |
8.58%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate |
24.27%
Sep 2022 – Sep 2025 |
17.77%
Oct 2020 – Oct 2025 |
13.26%
Feb 2016 – Feb 2026 |
11.89%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart