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BAC-PE: Bank of America Corporation (STOCK)
Basic Info 23.16 0(0.0%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/22/2008 |
Last Dividend Date: | 01/30/2024 |
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 | 10 Yr | 15 Yr | Since 04/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.1 | 2.8 | 19.6 | 2.4 | 6.0 | 5.5 | 12.2 | 7.1 | 33.9 | -24.8 | 5.2 | 8.3 | 30.0 | -12.6 | 14.0 | 2.0 | 14.9 | 6.7 | -2.9 | 41.0 | -7.6 | 8.7 | 62.6 | -30.4 |
Sharpe Ratio | NA | 1.06 | 1.7 | 0.04 | 0.3 | 0.33 | NA | 0.22 | 2.31 | -1.5 | 0.8 | 0.33 | 2.64 | -1.22 | 1.56 | 0.12 | 1.58 | 0.64 | -0.21 | 2.34 | -0.22 | 0.47 | 0.71 | -0.78 |
Draw Down(%) | NA | 2.3 | 5.0 | 27.1 | 29.1 | 29.1 | NA | 79.9 | 7.2 | 26.5 | 3.6 | 29.1 | 4.2 | 23.3 | 6.7 | 17.3 | 5.9 | 10.9 | 20.9 | 17.8 | 35.3 | 17.3 | 70.9 | 56.5 |
Standard Deviation(%) | NA | 9.0 | 9.9 | 13.2 | 15.6 | 13.6 | NA | 29.2 | 12.9 | 17.5 | 6.5 | 24.7 | 10.8 | 11.4 | 8.6 | 15.3 | 9.4 | 10.3 | 14.4 | 17.7 | 34.6 | 18.4 | 87.7 | 53.0 |
Treynor Ratio | NA | 0.44 | 0.55 | 0.02 | 0.12 | 0.14 | NA | 0.12 | 0.68 | -0.88 | 0.47 | 0.17 | 1.45 | -0.62 | 1.59 | 0.07 | 0.97 | 1.14 | -0.07 | 1.89 | -0.16 | 0.2 | 0.41 | -0.65 |
Alpha | NA | 0.02 | 0.04 | 0.0 | 0.0 | 0.01 | NA | 0.02 | 0.07 | -0.09 | 0.01 | 0.0 | 0.08 | -0.05 | 0.04 | 0.0 | 0.06 | 0.02 | -0.06 | 0.13 | -0.01 | 0.01 | 0.17 | -0.03 |
Beta | NA | 0.22 | 0.31 | 0.3 | 0.38 | 0.33 | NA | 0.55 | 0.44 | 0.3 | 0.11 | 0.47 | 0.2 | 0.22 | 0.08 | 0.26 | 0.15 | 0.06 | 0.4 | 0.22 | 0.47 | 0.43 | 1.52 | 0.64 |
RSquared | NA | 0.08 | 0.14 | 0.17 | 0.28 | 0.19 | NA | 0.14 | 0.21 | 0.18 | 0.05 | 0.45 | 0.05 | 0.11 | 0.0 | 0.05 | 0.06 | 0.0 | 0.1 | 0.03 | 0.11 | 0.19 | 0.21 | 0.31 |
Yield(%) | N/A | 1.7 | 6.9 | 4.7 | 5.0 | 5.0 | 12.8 | N/A | 7.4 | 4.1 | 4.1 | 4.2 | 6.9 | 4.3 | 4.7 | 4.6 | 5.1 | 5.1 | 4.7 | 4.8 | 5.6 | 5.8 | 8.6 | 4.2 |
Dividend Growth(%) | N/A | -72.5 | 32.1 | 2.6 | 1.6 | N/A | N/A | N/A | 34.0 | 0.0 | 0.0 | -27.0 | 36.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 33.8 | -25.2 | 0.0 | 0.0 | 33.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/2008
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