Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAC-PB (Bank of America Corporation) | 3.21% | 6.17% | 8.28% | 5.67% | NA | NA | NA | 7.26% |
Data as of 07/29/2025, AR inception is 05/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PB (Bank of America Corporation) | 05/09/2018 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 6.17 | 8.28 | 5.67 | NA | NA | NA | 7.26 | 3.21 | 7.68 | 18.77 | -4.33 | 1.04 | 6.85 | 15.89 | 3.34 |
| Sharpe Ratio | NA | 0.47 | 0.51 | 0.43 | NA | NA | NA | 0.51 | 0.39 | 0.20 | 1.15 | -0.53 | 0.17 | 0.37 | 2.62 | 0.64 |
| Standard Deviation(%) | NA | 6.26 | 9.61 | 8.83 | NA | NA | NA | 10.19 | 6.97 | 5.51 | 12.70 | 10.87 | 5.86 | 18.01 | 5.53 | 5.92 |
| Draw Down(%) | NA | 4.62 | 8.62 | 8.95 | NA | NA | NA | 19.49 | 4.62 | 1.97 | 8.62 | 8.61 | 3.38 | 19.49 | 2.67 | 4.39 |
| Yield(%) | 0.00 | 5.95 | 8.24 | 6.68 | 4.91 | 3.27 | 2.45 | 7.01 | 2.96 | 6.02 | 13.46 | 5.66 | 5.45 | 5.41 | 6.01 | 3.04 |
Data as of 07/29/2025, AR inception is 05/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PB (Bank of America Corporation) |
1.08%
Dec 2019 - Dec 2022 |
4.99%
Jun 2018 - Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PB (Bank of America Corporation) |
8.41%
Jun 2022 - Jun 2025 |
7.31%
Nov 2018 - Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart