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BAC-PB: Bank of America Corporation (STOCK)
Basic Info 24.89 0.13(0.52%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2018 |
Last Dividend Date: | 01/31/2024 |
12-Mo. Yield | - |
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 | Since 05/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.4 | 1.8 | 13.2 | 4.7 | 6.1 | 7.0 | 18.8 | -4.3 | 1.0 | 6.9 | 15.9 | 3.3 |
Sharpe Ratio | NA | 1.47 | 0.91 | 0.33 | 0.41 | 0.52 | 1.15 | -0.53 | 0.17 | 0.37 | 2.62 | 0.64 |
Draw Down(%) | NA | 1.4 | 8.6 | 9.0 | 19.5 | 19.5 | 8.6 | 8.6 | 3.4 | 19.5 | 2.7 | 4.4 |
Standard Deviation(%) | NA | 4.8 | 11.5 | 10.1 | 11.5 | 10.9 | 12.7 | 10.9 | 5.9 | 18.0 | 5.5 | 5.9 |
Treynor Ratio | NA | 1.56 | 0.3 | 0.15 | 0.18 | 0.23 | 0.39 | -0.28 | 0.08 | 0.2 | 1.7 | 0.58 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.04 | 0.02 |
Beta | NA | 0.05 | 0.35 | 0.23 | 0.27 | 0.25 | 0.38 | 0.21 | 0.13 | 0.33 | 0.09 | 0.07 |
RSquared | NA | 0.01 | 0.13 | 0.16 | 0.25 | 0.23 | 0.16 | 0.22 | 0.09 | 0.41 | 0.04 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2018
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