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 Strategic Asset Allocation – Optimal Moderate | NA | 7.69% | 4.37% | 4.15% | 7.32% | 5.60% | NA | … | … |
Data as of 05/29/2020, 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 Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 7.69 | 4.37 | 4.15 | 7.32 | 5.60 | NA | … | … | 6.51 | 19.82 | -6.54 | 9.38 | 4.15 | 1.20 | 7.48 | 13.58 | 12.75 | -0.04 | 15.67 | 24.65 | -29.73 | 5.79 | 12.64 | 7.19 | 14.16 | 21.88 | -3.93 | 3.27 |
| Sharpe Ratio | NA | 0.62 | 0.46 | 0.55 | 0.75 | NA | NA | … | … | 0.28 | 2.76 | -0.85 | 1.99 | 0.47 | 0.14 | 1.24 | 1.91 | 1.70 | 0.00 | 1.23 | 1.19 | -1.21 | 0.28 | 1.26 | 0.79 | 1.82 | 2.79 | -0.51 | 0.12 |
| Standard Deviation(%) | NA | 18.40 | 12.43 | 10.73 | 10.13 | NA | NA | … | … | 22.30 | 6.67 | 9.24 | 4.39 | 8.42 | 8.36 | 6.01 | 7.09 | 7.45 | 15.27 | 12.69 | 20.67 | 25.28 | 9.92 | 7.42 | 6.33 | 7.25 | 7.58 | 9.84 | 8.36 |
| Draw Down(%) | NA | 21.92 | 21.92 | 21.92 | 21.92 | NA | NA | … | … | 21.92 | 2.84 | 13.32 | 1.87 | 7.43 | 7.76 | 4.93 | 6.77 | 5.70 | 14.97 | 9.34 | 21.40 | 41.73 | 6.83 | 6.95 | 4.13 | 7.18 | 6.19 | 15.88 | 10.62 |
| Yield(%) | NA | 2.51 | 2.59 | 2.70 | 2.72 | NA | NA | … | … | 0.39 | 4.31 | 3.65 | 0.47 | 2.28 | 3.76 | 2.49 | 2.87 | 3.68 | 2.57 | 2.35 | 2.54 | 3.66 | 6.52 | 6.47 | 4.93 | 3.83 | 2.22 | 2.16 | 3.31 |
Data as of 05/29/2020, 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 Strategic Asset Allocation – Optimal Moderate |
-11.65%
Feb 2006 – Feb 2009 |
-3.45%
Feb 2004 – Feb 2009 |
4.50%
Jan 2007 – Jan 2017 |
4.89%
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 for Legacy Companies Strategic Asset Allocation – Optimal Moderate |
21.68%
Feb 2009 – Feb 2012 |
17.23%
Feb 2009 – Feb 2014 |
10.43%
Feb 2009 – Feb 2019 |
7.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart