Find A Portfolio/Ticker
Comparison Box
BAC-PN: Bank of America Corporation (STOCK)
Basic Info 22.42 0.35(1.54%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/12/2019 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 09/12/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 5.6 | 11.8 | -0.2 | 4.1 | 17.3 | -22.7 | 2.1 | 15.9 | 6.0 |
Sharpe Ratio | NA | 3.19 | 0.8 | -0.14 | 0.16 | 0.89 | -1.37 | 0.27 | 0.6 | 3.82 |
Draw Down(%) | NA | 2.0 | 12.5 | 25.1 | 27.0 | 13.4 | 24.0 | 4.9 | 27.0 | 2.4 |
Standard Deviation(%) | NA | 8.7 | 12.3 | 13.9 | 16.9 | 14.8 | 17.7 | 7.6 | 26.0 | 5.3 |
Treynor Ratio | NA | 2.33 | 0.22 | -0.05 | 0.07 | 0.24 | -0.6 | 0.15 | 0.33 | -29.18 |
Alpha | NA | 0.08 | -0.01 | -0.02 | -0.01 | 0.01 | -0.07 | 0.0 | 0.02 | 0.07 |
Beta | NA | 0.12 | 0.46 | 0.39 | 0.42 | 0.55 | 0.4 | 0.13 | 0.47 | -0.01 |
RSquared | NA | 0.03 | 0.2 | 0.25 | 0.32 | 0.26 | 0.32 | 0.06 | 0.41 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/12/2019
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-PN
Related 401K Plans
The 401K plan of BAC-PN 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