Find A Portfolio/Ticker
Comparison Box
BAC-PK: Bank of America Corporation (STOCK)
Basic Info 24.82 0.05(0.20%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/19/2018 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/19/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 1.8 | 5.8 | 2.4 | 5.9 | 6.7 | 13.3 | -6.4 | 0.9 | 13.6 | 15.5 | 1.6 |
Sharpe Ratio | NA | -0.35 | 0.09 | -0.02 | 0.33 | 0.42 | 0.78 | -0.64 | 0.14 | 0.68 | 2.4 | 0.31 |
Draw Down(%) | NA | 2.6 | 10.4 | 11.7 | 19.4 | 19.4 | 10.4 | 10.0 | 4.3 | 19.4 | 3.3 | 6.0 |
Standard Deviation(%) | NA | 5.8 | 9.7 | 10.3 | 12.1 | 11.6 | 11.6 | 12.2 | 6.4 | 19.5 | 5.9 | 7.1 |
Treynor Ratio | NA | -0.13 | 0.02 | -0.01 | 0.14 | 0.17 | 0.21 | -0.29 | 0.06 | 0.39 | 1.75 | 0.24 |
Alpha | NA | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.04 | 0.02 |
Beta | NA | 0.16 | 0.39 | 0.28 | 0.3 | 0.28 | 0.43 | 0.27 | 0.15 | 0.34 | 0.08 | 0.09 |
RSquared | NA | 0.11 | 0.24 | 0.24 | 0.28 | 0.26 | 0.25 | 0.3 | 0.1 | 0.36 | 0.03 | 0.06 |
Yield(%) | N/A | 1.5 | 5.9 | 5.4 | 6.7 | N/A | 6.3 | 5.6 | 5.4 | 10.8 | 6.0 | 2.9 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | N/A | N/A | N/A | 0.0 | 0.0 | -49.8 | 99.3 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to BAC-PK
Related 401K Plans
The 401K plan of BAC-PK has not been imported to MyPlanIQ, you may
email us the investment options to help complete this plan.It could be:
- Document(s) that have plan investment options (ticker symbols preferred)
- Screen shots of online rebalance choices