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 for Legacy Companies Tactical Asset Allocation Moderate | NA | 20.83% | 1.19% | 9.07% | 8.20% | 9.26% | 9.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bank of America 401(k) Plan for Legacy Companies Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.96 | 20.83 | 1.19 | 9.07 | 8.20 | 9.26 | 9.55 | … | … | 0.61 | 6.00 | 11.57 | -16.23 | 20.72 | 22.82 | 22.16 | -3.64 | 11.18 | 8.83 | 0.83 | 5.31 | 13.35 | 12.94 | 5.80 | 15.99 | 18.63 | 0.75 | 8.32 | 17.72 | 6.86 | 15.49 | 17.43 | 4.31 | -0.45 |
| Sharpe Ratio | NA | 0.10 | -0.27 | 0.40 | 0.54 | NA | NA | … | … | 0.05 | -0.05 | 0.82 | -1.23 | 1.83 | 1.14 | 3.55 | -0.55 | 2.04 | 0.99 | 0.08 | 0.67 | 1.78 | 1.62 | 0.38 | 1.30 | 1.72 | -0.02 | 0.52 | 1.76 | 0.64 | 1.83 | 2.80 | 0.54 | -0.51 |
| Standard Deviation(%) | NA | 10.68 | 11.54 | 13.60 | 11.09 | NA | NA | … | … | 10.15 | 10.77 | 8.91 | 14.36 | 11.31 | 19.78 | 5.85 | 8.98 | 5.16 | 8.67 | 9.44 | 7.85 | 7.49 | 7.93 | 15.31 | 12.20 | 10.77 | 8.17 | 10.26 | 8.21 | 7.33 | 7.96 | 5.98 | 5.90 | 5.39 |
| Draw Down(%) | NA | 6.12 | 19.45 | 21.87 | 21.87 | NA | NA | … | … | 0.83 | 6.12 | 8.50 | 21.80 | 5.61 | 20.11 | 2.43 | 12.19 | 2.48 | 6.85 | 9.90 | 5.31 | 8.46 | 5.41 | 12.05 | 8.05 | 6.04 | 5.45 | 6.89 | 6.79 | 4.95 | 10.44 | 4.95 | 5.05 | 5.77 |
| Yield(%) | NA | 5.26 | 5.25 | 5.80 | 6.00 | NA | NA | … | … | NA | 1.98 | 4.12 | 2.80 | 8.56 | 7.58 | 8.81 | 4.30 | 6.73 | 6.81 | 8.89 | 2.17 | 3.93 | 4.94 | 3.39 | 3.28 | 1.86 | 4.86 | 6.65 | 8.62 | 5.97 | 5.05 | 3.56 | 1.48 | 3.21 |
Data as of 10/31/2024, 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 for Legacy Companies Tactical Asset Allocation Moderate |
-0.31%
Dec 2021 – Dec 2024 |
4.36%
Dec 2013 – Dec 2018 |
6.76%
Oct 2013 – Oct 2023 |
8.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bank of America 401(k) Plan for Legacy Companies Tactical Asset Allocation Moderate |
21.90%
Dec 2018 – Dec 2021 |
14.35%
Oct 2016 – Oct 2021 |
12.81%
Apr 2003 – Apr 2013 |
11.04%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart