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BAC: Bank of America Corp (STOCK)
Basic Info 35.77 0.54(1.53%) April 18
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/21/1973 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 2.74% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1973 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.6 | 7.0 | 20.8 | -0.5 | 6.3 | 10.3 | 10.0 | 1.7 | 5.3 | 4.0 | -23.8 | 49.6 | -11.6 | 46.2 | -15.0 | 35.7 | 33.3 | -4.8 | 15.7 | 34.5 | 109.8 | -58.1 | -11.2 | 7.3 | -63.1 | -18.8 | 20.7 | 2.4 | 21.5 | 20.1 | 14.5 | 42.7 | -4.5 | -16.5 | -1.1 | 24.4 | 40.4 | 54.3 | -7.9 | -4.6 | 26.5 | 77.6 | -50.5 | 69.7 | 58.0 | -19.8 | -5.0 | 26.1 | 31.1 | 46.0 | 26.1 | 10.2 | -0.9 | 13.5 | 5.5 | -6.2 | 24.4 | 30.0 | -81.0 | 6.8 |
Sharpe Ratio | NA | 1.17 | 1.07 | -0.13 | 0.13 | 0.31 | NA | NA | 0.06 | -0.01 | -0.78 | 1.94 | -0.2 | 1.94 | -0.66 | 1.64 | 1.03 | -0.19 | 0.72 | 1.47 | 2.86 | -1.0 | -0.3 | 0.06 | -0.64 | -1.0 | 1.37 | 0.02 | 1.53 | 0.96 | 0.42 | 1.2 | -0.19 | -0.5 | -0.1 | 0.72 | 1.62 | 2.41 | -0.49 | -0.28 | 0.95 | 2.17 | -1.26 | 2.36 | 1.93 | -0.63 | -0.36 | 1.03 | 1.11 | 1.54 | 0.72 | 0.01 | -0.27 | 0.28 | 0.02 | -0.6 | 0.82 | 0.52 | -1.47 | 0.13 |
Draw Down(%) | NA | 7.8 | 22.3 | 46.6 | 48.9 | 48.9 | NA | NA | 93.5 | 30.0 | 38.7 | 14.7 | 48.9 | 15.0 | 29.8 | 12.5 | 33.7 | 17.3 | 19.0 | 11.0 | 31.2 | 67.1 | 43.7 | 78.1 | 73.6 | 20.9 | 8.5 | 10.7 | 5.8 | 11.9 | 28.4 | 20.8 | 36.2 | 36.4 | 45.3 | 20.1 | 12.6 | 10.5 | 23.2 | 21.5 | 16.5 | 21.7 | 63.8 | 24.1 | 12.4 | 42.4 | 26.1 | 20.9 | 18.1 | 21.6 | 22.1 | 25.9 | 31.4 | 30.0 | 31.6 | 19.6 | 23.0 | 41.8 | 83.3 | 20.8 |
Standard Deviation(%) | NA | 20.2 | 24.2 | 27.7 | 35.5 | 30.9 | NA | NA | 37.8 | 26.8 | 32.4 | 25.5 | 58.4 | 23.1 | 24.7 | 21.5 | 32.2 | 25.7 | 21.7 | 23.5 | 38.9 | 58.4 | 36.9 | 122.4 | 100.2 | 22.0 | 12.7 | 12.6 | 13.5 | 20.2 | 31.7 | 34.2 | 46.0 | 39.8 | 43.5 | 28.8 | 22.6 | 21.0 | 22.0 | 24.0 | 25.1 | 33.8 | 44.0 | 27.1 | 27.5 | 37.4 | 25.1 | 20.3 | 21.9 | 25.9 | 25.8 | 25.5 | 32.8 | 22.9 | 22.3 | 16.5 | 25.2 | 50.2 | 58.6 | 22.2 |
Treynor Ratio | NA | 0.34 | 0.24 | -0.03 | 0.04 | 0.08 | NA | NA | 0.02 | 0.0 | -0.26 | 0.54 | -0.08 | 0.36 | -0.15 | 0.18 | 0.19 | -0.04 | 0.14 | 0.25 | 0.53 | -0.3 | -0.07 | 0.02 | -0.34 | -0.2 | 0.21 | 0.0 | 0.25 | 0.25 | 0.14 | 0.41 | -0.08 | -0.15 | -0.03 | 0.2 | 0.31 | 0.41 | -0.1 | -0.05 | 0.21 | 0.66 | -0.4 | 0.64 | 0.63 | -0.3 | -0.1 | 0.29 | 0.45 | 0.94 | 0.33 | 0.0 | -0.17 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | -0.03 | -0.02 | -0.01 | NA | NA | 0.0 | -0.08 | -0.02 | 0.08 | -0.11 | 0.02 | -0.04 | -0.02 | 0.05 | -0.02 | 0.01 | -0.03 | 0.2 | -0.31 | -0.12 | -0.02 | 0.09 | -0.1 | 0.03 | -0.01 | 0.05 | 0.0 | 0.16 | 0.21 | 0.06 | -0.15 | -0.12 | -0.02 | 0.05 | 0.03 | -0.03 | -0.06 | 0.07 | 0.12 | -0.22 | 0.12 | 0.14 | -0.09 | -0.05 | 0.03 | 0.09 | 0.12 | 0.05 | 0.05 | -0.05 | 0.06 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.7 | 1.09 | 1.0 | 1.22 | 1.24 | NA | NA | 1.3 | 1.19 | 0.97 | 0.91 | 1.4 | 1.24 | 1.09 | 1.98 | 1.74 | 1.25 | 1.15 | 1.39 | 2.09 | 1.92 | 1.58 | 3.15 | 1.87 | 1.11 | 0.83 | 0.84 | 0.82 | 0.77 | 0.95 | 1.0 | 1.08 | 1.36 | 1.42 | 1.03 | 1.18 | 1.23 | 1.08 | 1.29 | 1.14 | 1.12 | 1.38 | 1.0 | 0.84 | 0.79 | 0.88 | 0.72 | 0.54 | 0.42 | 0.57 | 0.55 | 0.52 | 0.8 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.16 | 0.28 | 0.39 | 0.53 | 0.51 | NA | NA | 0.33 | 0.34 | 0.52 | 0.22 | 0.67 | 0.44 | 0.57 | 0.38 | 0.5 | 0.57 | 0.37 | 0.43 | 0.46 | 0.6 | 0.6 | 0.48 | 0.59 | 0.65 | 0.43 | 0.47 | 0.46 | 0.44 | 0.61 | 0.4 | 0.27 | 0.39 | 0.44 | 0.42 | 0.38 | 0.21 | 0.24 | 0.23 | 0.2 | 0.23 | 0.26 | 0.23 | 0.26 | 0.49 | 0.33 | 0.17 | 0.1 | 0.05 | 0.16 | 0.1 | 0.07 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1973
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