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 Asset Allocation Composite Moderate | 5.49% | 34.81% | 26.77% | 15.85% | 13.81% | 11.08% | 10.75% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bank of America 401(k) Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| 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 (%) | -0.03 | 34.81 | 26.77 | 15.85 | 13.81 | 11.08 | 10.75 | … | … | 5.49 | 31.45 | 22.99 | 21.39 | -2.03 | 7.53 | 15.81 | 17.87 | -2.77 | 15.38 | 9.59 | -3.55 | 4.59 | 18.35 | 13.11 | 1.35 | 9.21 | 22.91 | -4.91 | 10.43 | 12.61 | 6.01 | 12.20 | 21.33 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 3.73 | 2.70 | 1.56 | 1.46 | NA | NA | … | … | 0.59 | 2.95 | 2.57 | 2.66 | -0.37 | 0.77 | 1.91 | 2.33 | -0.43 | 3.19 | 1.47 | -0.49 | 0.69 | 2.65 | 1.69 | 0.10 | 0.94 | 2.52 | -0.91 | 0.83 | 1.45 | 0.68 | 1.76 | 3.44 | 2.21 | 1.15 |
| Standard Deviation(%) | NA | 9.42 | 8.50 | 8.53 | 8.26 | NA | NA | … | … | 10.06 | 9.68 | 7.52 | 6.67 | 9.32 | 9.72 | 8.16 | 7.05 | 9.64 | 4.62 | 6.39 | 7.27 | 6.67 | 6.92 | 7.74 | 13.52 | 9.68 | 9.07 | 6.48 | 8.77 | 6.33 | 5.50 | 6.36 | 6.00 | 4.08 | 5.43 |
| Draw Down(%) | NA | 5.65 | 10.33 | 12.64 | 12.64 | NA | NA | … | … | 5.65 | 10.33 | 4.44 | 3.85 | 11.57 | 4.91 | 9.24 | 3.34 | 11.37 | 1.35 | 3.57 | 8.52 | 5.38 | 4.52 | 6.67 | 12.24 | 8.84 | 4.39 | 5.71 | 6.27 | 6.41 | 3.91 | 5.54 | 3.51 | 2.44 | 4.10 |
| Yield(%) | NA | 16.73 | 13.59 | 9.15 | 6.39 | NA | NA | … | … | NA | NA | 4.61 | 17.17 | 12.89 | 5.18 | 2.64 | 2.69 | 4.24 | 4.38 | 4.06 | 1.98 | 3.89 | 1.86 | 3.94 | 2.43 | 1.44 | 5.42 | 3.96 | 5.62 | 5.08 | 2.66 | 3.61 | 3.27 | 8.14 | 8.82 |
Data as of 02/27/2026, 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 Asset Allocation Composite Moderate |
3.16%
Oct 2013 – Oct 2016 |
4.40%
Dec 2013 – Dec 2018 |
7.27%
Oct 2013 – Oct 2023 |
7.51%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bank of America 401(k) Plan Asset Allocation Composite Moderate |
26.85%
Feb 2023 – Feb 2026 |
16.25%
Feb 2021 – Feb 2026 |
13.81%
Feb 2016 – Feb 2026 |
11.08%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart