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BAC-PL: Bank of America Corporation (STOCK)
Basic Info 1,193.74 14.26(1.18%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/2008 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/01/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 0.6 | 13.6 | 0.8 | 3.8 | 6.4 | 14.4 | 7.2 | 10.5 | -14.8 | 0.1 | 10.3 | 21.8 | 0.5 | 19.6 | 13.5 | 0.2 | 16.8 | -0.2 | 54.8 | -10.8 | 17.3 | 50.2 | -37.7 |
Sharpe Ratio | NA | -0.31 | 0.56 | -0.13 | 0.14 | 0.41 | NA | 0.23 | 0.48 | -1.14 | 0.01 | 0.34 | 3.2 | -0.11 | 2.9 | 1.33 | 0.02 | 2.49 | -0.02 | 4.44 | -0.31 | 1.26 | 0.57 | -0.82 |
Draw Down(%) | NA | 3.7 | 13.0 | 20.8 | 32.7 | 32.7 | NA | 77.7 | 13.0 | 18.4 | 8.4 | 32.7 | 3.7 | 6.7 | 2.4 | 8.8 | 6.6 | 3.1 | 17.4 | 7.7 | 31.0 | 10.6 | 66.7 | 51.4 |
Standard Deviation(%) | NA | 11.2 | 12.5 | 12.1 | 16.5 | 12.8 | NA | 28.8 | 13.3 | 14.2 | 8.1 | 29.1 | 6.4 | 6.8 | 6.6 | 10.0 | 6.6 | 6.7 | 12.7 | 12.5 | 35.6 | 13.6 | 87.5 | 50.1 |
Treynor Ratio | NA | -0.13 | 0.16 | -0.06 | 0.08 | 0.23 | NA | 0.11 | 0.15 | -0.68 | 0.01 | 0.27 | -4.3 | -0.1 | 5.68 | 1.55 | -0.1 | 9.62 | -0.01 | 1.25 | -0.13 | 0.49 | 0.27 | -0.54 |
Alpha | NA | -0.04 | -0.02 | -0.01 | 0.0 | 0.01 | NA | 0.01 | -0.01 | -0.05 | -0.01 | 0.02 | 0.08 | 0.0 | 0.07 | 0.05 | 0.0 | 0.06 | -0.03 | 0.15 | -0.03 | 0.04 | 0.1 | -0.05 |
Beta | NA | 0.26 | 0.44 | 0.26 | 0.3 | 0.23 | NA | 0.6 | 0.41 | 0.24 | 0.16 | 0.37 | -0.05 | 0.08 | 0.03 | 0.09 | -0.01 | 0.02 | 0.25 | 0.44 | 0.84 | 0.35 | 1.84 | 0.76 |
RSquared | NA | 0.07 | 0.17 | 0.15 | 0.16 | 0.11 | NA | 0.19 | 0.17 | 0.17 | 0.07 | 0.2 | 0.01 | 0.04 | 0.0 | 0.01 | 0.0 | 0.0 | 0.05 | 0.22 | 0.35 | 0.24 | 0.34 | 0.41 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2008
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