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BAC-PM: Bank of America Corporation (STOCK)
Basic Info 23.29 0.12(0.51%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/2019 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 06/20/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 2.7 | 3.3 | -0.1 | 5.1 | 16.6 | -17.3 | 3.3 | 14.4 | 8.9 |
Sharpe Ratio | NA | -0.12 | -0.22 | -0.24 | 0.21 | 0.92 | -1.18 | 0.46 | 0.57 | 2.26 |
Draw Down(%) | NA | 4.8 | 11.3 | 21.2 | 25.0 | 11.7 | 19.2 | 6.1 | 25.0 | 3.7 |
Standard Deviation(%) | NA | 9.2 | 11.8 | 12.8 | 15.4 | 13.5 | 15.9 | 7.2 | 24.5 | 7.1 |
Treynor Ratio | NA | -0.04 | -0.05 | -0.09 | 0.08 | 0.24 | -0.54 | 0.24 | 0.32 | 2.75 |
Alpha | NA | -0.01 | -0.04 | -0.02 | 0.0 | 0.01 | -0.05 | 0.0 | 0.02 | 0.06 |
Beta | NA | 0.25 | 0.48 | 0.35 | 0.38 | 0.51 | 0.35 | 0.13 | 0.44 | 0.06 |
RSquared | NA | 0.1 | 0.24 | 0.24 | 0.29 | 0.27 | 0.29 | 0.07 | 0.39 | 0.01 |
Yield(%) | N/A | 1.5 | 5.7 | 4.9 | N/A | 6.4 | 5.1 | 5.0 | 10.6 | 2.7 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | N/A | N/A | 0.0 | 0.0 | -51.9 | 316.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2019
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