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 Strategic Asset Allocation – Optimal Moderate | NA | 15.29% | 13.06% | 15.28% | 8.81% | 8.59% | 7.73% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bank of America 401(k) Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/03/2025 |
| 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 (%) | -1.63 | 15.29 | 13.06 | 15.28 | 8.81 | 8.59 | 7.73 | … | … | 8.52 | 24.16 | 22.68 | -8.57 | 9.79 | 15.38 | 17.11 | -3.40 | 10.48 | 6.05 | -0.57 | 4.04 | 16.67 | 10.55 | 1.69 | 10.02 | 22.15 | -22.90 | 10.75 | 11.88 | 8.54 | 11.14 | 23.00 | -5.21 | 0.51 |
| Sharpe Ratio | NA | 1.52 | 1.38 | 1.17 | 0.78 | NA | NA | … | … | 0.53 | 2.71 | 2.51 | -0.76 | 1.08 | 0.85 | 2.16 | -0.49 | 2.04 | 0.70 | -0.07 | 0.59 | 2.46 | 1.39 | 0.12 | 0.86 | 1.30 | -1.14 | 0.88 | 1.34 | 1.16 | 1.65 | 2.61 | -0.62 | -0.25 |
| Standard Deviation(%) | NA | 10.81 | 10.14 | 10.24 | 10.29 | NA | NA | … | … | 13.76 | 7.58 | 7.59 | 13.20 | 9.07 | 17.75 | 7.24 | 9.72 | 4.82 | 8.32 | 8.63 | 6.81 | 6.76 | 7.57 | 13.62 | 11.57 | 16.93 | 20.94 | 8.68 | 6.31 | 5.41 | 6.16 | 8.54 | 10.22 | 7.63 |
| Draw Down(%) | NA | 9.01 | 10.56 | 16.37 | 20.04 | NA | NA | … | … | 9.01 | 4.51 | 5.90 | 16.37 | 4.57 | 20.04 | 3.79 | 12.00 | 2.51 | 7.81 | 8.47 | 5.53 | 5.01 | 6.39 | 11.32 | 9.83 | 16.40 | 32.47 | 5.81 | 6.32 | 3.78 | 4.69 | 7.92 | 15.59 | 11.66 |
| Yield(%) | NA | 16.12 | 9.82 | 6.48 | 4.51 | NA | NA | … | … | NA | 4.80 | 14.38 | 5.97 | 3.70 | 1.15 | 1.93 | 3.01 | 0.85 | 4.36 | 2.49 | 2.24 | 1.65 | 2.22 | 2.04 | 1.59 | 1.54 | 3.04 | 5.21 | 5.01 | 3.48 | 2.44 | 1.76 | 2.24 | 4.27 |
Data as of 03/31/2025, 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 Strategic Asset Allocation – Optimal Moderate |
-6.24%
Feb 2006 – Feb 2009 |
-0.02%
Feb 2004 – Feb 2009 |
4.90%
Feb 2006 – Feb 2016 |
4.72%
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 Strategic Asset Allocation – Optimal Moderate |
17.51%
Feb 2009 – Feb 2012 |
15.28%
Mar 2020 – Mar 2025 |
9.54%
Feb 2009 – Feb 2019 |
9.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart